Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
Fidelity Freedom 2035 Fund Class K | FSNUX | B | U.S. All Cap | 12 | 0% |
Fidelity Puritan Fund Class K | FPUKX | C | U.S. Large Cap | 12 | 0.46% |
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 2060 Fund Class K | FNSFX | 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% |
State Street S&P 500® Index Securities Lending Series Fund Class II | | C | U.S. Large Cap | 15 | 0.04% |
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 Contrafund Fund Class K | FCNKX | C-- | U.S. Large Cap - Growth | 19 | 0.56% |
Fidelity Extended Market Index | FSMAX | A-- | U.S. Small Cap - Growth | 20 | 0% |
Neuberger Berman Mid Cap Growth Fund Class R6 | NRMGX | D- | U.S. Mid Cap - Growth | 22 | 0.68% |
Fidelity Growth Company Fund Class K | FGCKX | B-- | U.S. All Cap - Growth | 23 | 0.71% |
Invesco Small Cap Growth Fund R5 Class | GTSVX | A-- | U.S. Small Cap - Growth | 25 | 0.83% |
U.S. Equities - Value | | | | | |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | C++ | U.S. Mega Cap - Value | 14 | 0.21% |
JPMorgan Mid Cap Value Fund Institutional Class | FLMVX | C++ | U.S. Mid Cap - Value | 19 | 0.74% |
Fidelity Small Cap Discovery Fund | FSCRX | B++ | U.S. Mid Cap - Value | 20 | 1.01% |
W. R. Berkley Corp | WRB | F++ | U.S. Large Cap - Value | 26 | 0% |
Global & Intl. Equity | | | | | |
MFS International Diversification Fund Class R6 | | A- | International Large Cap - Growth | 13 | 0.1% |
State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II | | D++ | International Small Cap | 14 | 0.12% |
Fidelity Freedom Income Class K | FNSHX | B | Emerging Markets | 4 | 0% |
Bonds | | | | | |
Vanguard Prime Money Market Fund Admiral Shares | VMRXX | C | U.S. Cash / Money Market | 0 | 0% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | B- | Bond - Multi Sector | 3 | 0.39% |
Fidelity Government Income Fund | FGOVX | C-- | U.S. Treasury - Intermediate / Long | 3 | 0.45% |
State Street U.S. Bond Index Securities Lending Series Fund Class XIV | | C- | Bond - Multi Sector | 3 | 0.08% |
Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | C+ | U.S. Treasury - TIPS | 4 | 0.1% |