WD

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Advisor Freedom 2035 Fund Class I	FITHX	B	U.S. All Cap	12	0.77%
Fidelity Aberdeen Institutional Shs Fidelity Advisor Freedom 2060 Fund	FDKQX	B	U.S. All Cap	13	0%
Fidelity Advisor Freedom 2050 Fund Class I	FFFPX	B	U.S. All Cap	13	0.79%
Fidelity Advisor Freedom 2055 Fund Class I	FHFIX	B	U.S. All Cap	13	0.82%
Fidelity Advisor Freedom 2040 Fund Class I	FIFFX	B	U.S. All Cap	13	0.77%
Fidelity Advisor Freedom Income Fund Class I	FIAFX	B	U.S. All Cap	4	0.47%
Fidelity Advisor Freedom 2010 Fund Class I	FCIFX	B	U.S. All Cap	5	0.61%
Fidelity Advisor Freedom 2015 Fund Class I	FFVIX	B	U.S. All Cap	7	0.62%
Fidelity Advisor Freedom 2020 Fund Class I	FDIFX	B	U.S. All Cap	8	0.66%
Fidelity Advisor Freedom 2025 Fund Class I	FITWX	B	U.S. All Cap	9	0.71%
Fidelity Advisor Freedom 2030 Fund Class I	FEFIX	B	U.S. All Cap	10	0.73%
U.S. Equities - Growth
Franklin Small Cap Growth Fund Class R6	FSMLX	B--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
Global & Intl. Equity
Transamerica International Equity I	TSWIX	A-	International Large Cap	15	1.02%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Federated Total Return Bond Fund Institutional Shares	FTRBX	B-	Bond - Multi Sector	3	0.35%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information