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401k, 403b plan

Aris 401K - 2012

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PLAN FUNDS investment options ratings help
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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]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Ivy Asset Strategy Fund Class AWASAXBU.S. All Cap11fund risk0.96%
Fidelity Advisor Freedom 2035 Fund Class AFATHXBU.S. All Cap12fund risk0.25%
Fidelity Advisor Freedom 2040 Fund Class AFAFFXBU.S. All Cap13fund risk0.25%
Fidelity Advisor Freedom 2050 Fund Class AFFFLXBU.S. All Cap13fund risk0.25%
Fidelity Advisor Freedom 2045 Fund Class AFFFZXBU.S. All Cap13fund risk0.25%
Fidelity Advisor Mid Cap II Fund Class AFIIAXF+U.S. Mid Cap19fund risk1.09%
Fidelity Advisor Small Cap Fund Class AFSCDXB+U.S. Small Cap20fund risk1%
Fidelity Advisor Leveraged Company Stock Fund Class AFLSAXBU.S. All Cap20fund risk1.1%
Fidelity Advisor Stock Selector Small Cap Fund Class AFCDAXC+U.S. Small Cap21fund risk1.2%
Fidelity Advisor Asset Manager 20% Fund Class AFTAWXCU.S. All Cap4fund risk0.82%
Fidelity Advisor Freedom 2005 Fund Class AFFAVXBU.S. All Cap4fund risk0.25%
Fidelity Advisor Freedom 2010 Fund Class AFACFXBU.S. All Cap5fund risk0.25%
Fidelity Advisor High Income Advantage Fund Class AFAHDXAU.S. All Cap6fund risk1.02%
Fidelity Advisor Freedom 2015 Fund Class AFFVAXBU.S. All Cap7fund risk0.25%
Fidelity Advisor Freedom 2020 Fund Class AFDAFXBU.S. All Cap8fund risk0.25%
Fidelity Advisor Freedom 2025 Fund Class AFATWXBU.S. All Cap9fund risk0.25%
Fidelity Advisor Freedom 2030 Fund Class AFAFEXBU.S. All Cap10fund risk0.25%
U.S. Equities - Growth     
Fidelity Advisor Health Care Fund Class AFACDXC-U.S. Mid Cap - Growth17fund risk1.13%
Franklin Growth Series Class AFKGRXB--U.S. All Cap - Growth17fund risk0.91%
Fidelity Advisor New Insights Fund Class AFNIAXC--U.S. Large Cap - Growth19fund risk0.94%
Fidelity Advisor Technology Fund Class AFADTXD--U.S. All Cap - Growth25fund risk1.14%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Investor A SharesMDDVXD++U.S. All Cap - Value16fund risk0.99%
Victory RS Large Cap Alpha Fund Class AGPAFXC++U.S. Large Cap - Value16fund risk0.92%
Fidelity Advisor Materials Fund Class AFMFAXC++U.S. Mid Cap - Value21fund risk1.09%
Fidelity Advisor Energy Fund Class AFANAXA++U.S. Small Cap - Value36fund risk1.15%
Specialty     
Fidelity Advisor Real Estate Fund Class AFHEAXC++U.S. Real Estate17fund risk1.16%
Oppenheimer Gold & Special Minerals Fund Class AOPGSXA--Gold33fund risk1.21%
Global & Intl. Equity     
Fidelity Advisor Overseas Fund Class AFAOAXA-International Large Cap - Growth14fund risk1.36%
Goldman Sachs International Small Cap Insights Fund Class A SharesGICAXD++International Small Cap14fund risk1.3%
Templeton Foreign Fund Class ATEMFXD++International Small Cap15fund risk1.19%
Janus Overseas Fund Class SJIGRXB++International Small Cap15fund risk0.93%
Oppenheimer Developing Markets Fund Class AODMAXCEmerging Markets17fund risk1.35%
Fidelity Advisor Freedom Income Fund Class AFAFAXBEmerging Markets4fund risk0.25%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
Templeton Global Bond Fund Class ATPINXD-U.S. Treasury - Short / Intermediate3fund risk0.86%
PIMCO Real Return Fund Class APRTNXC+U.S. Treasury - TIPS4fund risk0.85%
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