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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 Stock Selector All Cap Fund
FDSSX
C
U.S. All Cap
15
0.69%
Deutsche Global Small Cap Fund Class S
SGSCX
D+
U.S. Mid Cap
17
1.25%
Neuberger Berman Genesis Fund Trust Class
NBGEX
F+
U.S. Mid Cap
18
1.1%
U.S. Equities - Value
Fidelity Stock Selector Large Cap Value Fund
FSLVX
B++
U.S. Large Cap - Value
16
0.71%
Fidelity Large Cap Stock Fund
FLCSX
B++
U.S. All Cap - Value
17
0.88%
CRM Mid Cap Value Fund Class Investor
CRMMX
B++
U.S. Mid Cap - Value
18
1.03%
Specialty
Fidelity Real Estate Investment Portfolio
FRESX
B++
U.S. Real Estate
17
0.8%
Global & Intl. Equity
Fidelity Emerging Markets Fund
FEMKX
C
Emerging Markets
17
1.03%
Templeton Developing Markets Trust Class A
TEDMX
C
Emerging Markets
19
1.71%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Other
Fidelity Europe Capital Appreciation Fund
FECAX
Other
0
0.92%
AMG Managers Cadence Capital Appreciation Fund - Class I
MCFYX
Other
0
0.94%
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