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PLAN FUNDS

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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.

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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 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%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
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 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 Capital Appreciation Fund	FDCAX	A--	U.S. All Cap - Growth	18	0.77%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Loomis Sayles Small Cap Growth Fund Institutional Class	LSSIX	C--	U.S. Small Cap - Growth	21	0.94%
MainStay Large Cap Growth Fund Class R1	MLRRX	D--	U.S. Large Cap - Growth	21	0.87%
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
American Century Equity Income Fund Investor Class	TWEIX	C++	U.S. Mega Cap - Value	11	0.93%
JPMorgan Mid Cap Value Fund Class A	JAMCX	C++	U.S. Mid Cap - Value	19	1.23%
JPMorgan Mid Cap Value Fund Institutional Class	FLMVX	C++	U.S. Mid Cap - Value	19	0.74%
AllianzGI NFJ Small-Cap Value Fund Administrative Class	PVADX	F++	U.S. Mid Cap - Value	20	1.02%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Fidelity International Discovery Fund	FIGRX	B-	International Large Cap - Growth	15	0.98%
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
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%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Fidelity Government Income Fund	FGOVX	C--	U.S. Treasury - Intermediate / Long	3	0.45%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Invesco High Yield Fund R5 Class	AHIYX	B++	Bond - U.S. High Yield	4	0.66%
Other
Fidelity Freedom 2000	FFFBX		Other	0	0.44%

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