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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     
Fidelity Advisor Asset Manager 70% Fund Class AFAASXCU.S. All Cap11fund risk1.04%
Fidelity Advisor Freedom 2050 Fund Class AFFFLXBU.S. All Cap13fund risk0.25%
Fidelity Advisor Freedom 2045 Fund Class AFFFZXBU.S. All Cap13fund risk0.25%
BlackRock S&P 500 Index Fund Institutional SharesBSPIXCU.S. Large Cap15fund risk0.23%
Dreyfus Opportunistic Midcap Value Fund Class ADMCVXD+U.S. Mid Cap17fund risk1.18%
Davis New York Venture Fund Class ANYVTXAU.S. All Cap17fund risk0.88%
Fidelity Advisor Consumer Discretionary Fund Class AFCNAXFU.S. All Cap19fund risk1.29%
JPMorgan U.S. Small Company Fund Class R6JUSMXC+U.S. Small Cap24fund risk0.75%
Fidelity Advisor Asset Manager 20% Fund Class AFTAWXCU.S. All Cap4fund risk0.82%
Fidelity Advisor Asset Manager 40% Fund Class AFFNAXCU.S. All Cap6fund risk0.86%
Fidelity Advisor Asset Manager 50% Fund Class AFFAMXCU.S. All Cap8fund risk0.98%
Fidelity Advisor Asset Manager 60% Fund Class AFSAAXCU.S. All Cap9fund risk1.05%
U.S. Equities - Growth     
Fidelity Advisor Health Care Fund Class AFACDXC-U.S. Mid Cap - Growth17fund risk1.13%
Janus Global Technology Fund Class SJATSXC--U.S. All Cap - Growth23fund risk1.22%
U.S. Equities - Value     
Fidelity Advisor Consumer Staples Fund Class AFDAGXC++U.S. Mega Cap - Value12fund risk1.06%
MFS Utilities Fund Class R3MMUHXF++U.S. Mega Cap - Value13fund risk1%
Columbia Mid Cap Index Fund Class R5 SharesCPXRXD++U.S. Mid Cap - Value19fund risk0.2%
Fidelity Advisor Industrials Fund Class AFCLAXF++U.S. Mid Cap - Value20fund risk1.11%
Columbia Small Cap Index Fund Class R5 SharesCXXRXB++U.S. Small Cap - Value23fund risk0.2%
Davis Financial Fund Class ARPFGXB++U.S. All Cap - Value24fund risk0.88%
Specialty     
PIMCO RealEstateRealReturn Strategy Fund Class APETAXA++U.S. Real Estate19fund risk0%
Franklin Gold and Precious Metals Fund Class AFKRCXA--Gold33fund risk1.01%
Global & Intl. Equity     
BlackRock International Index Fund Institutional SharesMAIIXB-International Large Cap14fund risk0.35%
Federated International Leaders Fund Class A SharesFGFAXD+Europe15fund risk1.36%
Goldman Sachs Emerging Markets Equity Insights Fund Class AGERAXAEmerging Markets18fund risk1.52%
Fidelity Advisor Freedom Income Fund Class AFAFAXBEmerging Markets4fund risk0.25%
Eaton Vance Diversified Currency Income Fund Class AEAIIXD++International Small Cap5fund risk1.1%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
American Century Short Duration Fund Class AACSQXB+U.S. Treasury - TIPS1fund risk0.85%
Ivy Global Bond Fund Class AIVSAXB+Bond - Emerging Market2fund risk0.99%
Eaton Vance Core Bond Fund Class AEAGIXA-Bond - Multi Sector3fund risk0.75%
Columbia Total Return Bond Fund Class ALIBAXFU.S. Cash / Money Market300fund risk0.85%
T. Rowe Price U.S. Bond Enhanced Index FundPBDIXC-Bond - Multi Sector3fund risk0.3%
Calvert Long-Term Income Fund Class ACLDAXCBond - U.S. Corporate5fund risk1.25%
Other     
Goldman Sachs Commodity Strategy Fund Class A SharesGSCAX Other0fund risk0.92%
PIMCO Emerging Markets Bond Fund Administrative ClassPEBAX Other0fund risk1.08%
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