Axinn, Veltrop & Harkrider Llp 401(K) Retirement Plan

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 Freedom 2035 Fund	FFTHX	B	U.S. All Cap	12	0.75%
Fidelity Puritan Fund	FPURX	C	U.S. Large Cap	12	0.57%
Fidelity Four-in-One Index Fund	FFNOX	C	U.S. All Cap	12	0.08%
Fidelity Freedom 2060 Fund	FDKVX	B	U.S. All Cap	13	0.45%
Fidelity Freedom 2055 Fund	FDEEX	B	U.S. All Cap	13	0.78%
Fidelity Freedom 2050 Fund	FFFHX	B	U.S. All Cap	13	0.77%
Fidelity Freedom 2045 Fund	FFFGX	B	U.S. All Cap	13	0.76%
Fidelity Freedom 2040 Fund	FFFFX	B	U.S. All Cap	13	0.75%
MFS Massachusetts Investors Trust Class R3	MITHX	B	U.S. Large Cap	14	0.72%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Royce Pennsylvania Mutual Fund Service Class	RYPFX	B+	U.S. Small Cap	20	1.25%
Fidelity Freedom 2005 Fund	FFFVX	B	U.S. All Cap	4	0.54%
Fidelity Freedom 2010 Fund	FFFCX	B	U.S. All Cap	5	0.59%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
Fidelity Freedom 2015 Fund	FFVFX	B	U.S. All Cap	7	0.6%
Fidelity Freedom 2020 Fund	FFFDX	B	U.S. All Cap	8	0.64%
Fidelity Freedom 2025 Fund	FFTWX	B	U.S. All Cap	9	0.69%
Fidelity Freedom 2030 Fund	FFFEX	B	U.S. All Cap	10	0.71%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Fidelity Blue Chip Growth Fund	FBGRX	B--	U.S. All Cap - Growth	23	0.74%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class A	MACGX	F-	U.S. Mid Cap - Growth	34	0.95%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
T. Rowe Price Equity Income Fund Advisor Class	PAFDX	C++	U.S. All Cap - Value	17	0.94%
Columbia Small Cap Value Fund I Class Z	CSCZX	C++	U.S. Small Cap - Value	25	1.06%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Harbor International Fund Investor Class	HIINX	A-	International Large Cap	15	1.11%
Columbia Acorn International Fund Class Z	ACINX	A-	International Large Cap - Growth	15	0.93%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Fidelity Freedom Income Fund	FFFAX	B	Emerging Markets	4	0.44%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Total Bond Fund	FTBFX	B-	Bond - Multi Sector	3	0.45%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%

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