Univision Savings Tax Advantage Retirement Plan

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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 Balanced Fund Class K	FBAKX	C	U.S. All Cap	11	0.46%
Fidelity Freedom 2035 Fund Class K	FSNUX	B	U.S. All Cap	12	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	B	U.S. All Cap	13	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	B	U.S. All Cap	13	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	B	U.S. All Cap	13	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	B	U.S. All Cap	13	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Baron Growth Fund Institutional Shares	BGRIX	F+	U.S. Mid Cap	20	1.05%
Glenmede Small Cap Equity Portfolio Institutional Class	GTSCX	A+	U.S. Small Cap	22	0.75%
Hennessy Cornerstone Mid Cap 30 Fund Institutional Class	HIMDX	A+	U.S. Small Cap	24	0.98%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	4	0%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	5	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	7	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	8	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	9	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	B	U.S. All Cap	10	0%
U.S. Equities - Growth
Fidelity Fund Class K	FFDKX	B--	U.S. Large Cap - Growth	18	0.41%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Fidelity OTC Portfolio Class K	FOCKX	B--	U.S. All Cap - Growth	22	0.6%
Harbor Capital Appreciation Fund Institutional Class	HACAX	F--	U.S. All Cap - Growth	25	0.65%
U.S. Equities - Value
Fidelity Equity-Income Fund Class K	FEIKX	B++	U.S. Mega Cap - Value	14	0.52%
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
Fidelity Value Fund Class K	FVLKX	A++	U.S. Mid Cap - Value	21	0.52%
Neuberger Berman Large Cap Value Fund Institutional Class	NBPIX	C++	U.S. All Cap - Value	22	0.7%
Specialty
Fidelity Real Estate Investment Portfolio	FRESX	B++	U.S. Real Estate	17	0.8%
Global & Intl. Equity
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	14	0.78%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Fidelity Freedom Income Class K	FNSHX	B	Emerging Markets	4	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Other
AMG Managers Cadence Mid Cap Fund - Class Z	MCMFX		Other	0	0.71%

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