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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 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Northern Small Cap Core Fund
NSGRX
C+
U.S. Small Cap
21
0.75%
Fidelity Small Cap Index
FSSNX
C+
U.S. Small Cap
23
0.05%
U.S. Equities - Growth
MFS Mid Cap Growth Fund Class R6
OTCKX
F-
U.S. Mid Cap - Growth
19
0.92%
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
American Funds American Mutual Fund Class R-6
RMFGX
D++
U.S. Mega Cap - Value
12
0.31%
Victory Sycamore Established Value Fund Class I
VEVIX
B++
U.S. Mid Cap - Value
19
0.67%
Global & Intl. Equity
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
Fidelity Overseas Fund Class K
FOSKX
A-
International Large Cap - Growth
14
0.9%
Fidelity Emerging Markets Fund Class K
FKEMX
B
Emerging Markets
17
0.82%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
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