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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
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Parnassus Core Equity Fund - Institutional Shares
PRILX
C
U.S. Large Cap
15
0.69%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
U.S. Equities - Growth
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Fidelity OTC Portfolio
FOCPX
B--
U.S. All Cap - Growth
22
0.74%
U.S. Equities - Value
Oakmark Fund Class I
OAKMX
A++
U.S. All Cap - Value
19
0.95%
Ariel Fund Investor Class
ARGFX
A++
U.S. Mid Cap - Value
20
1.03%
Fidelity Select Energy Portfolio
FSENX
A++
U.S. Small Cap - Value
36
0.8%
Global & Intl. Equity
Fidelity International Discovery Fund
FIGRX
B-
International Large Cap - Growth
15
0.98%
Bonds
Fidelity Intermediate Bond Fund
FTHRX
B-
U.S. Treasury - Short / Intermediate
2
0.45%
Fidelity New Markets Income Fund
FNMIX
C+
Bond - Emerging Market
4
0.84%
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