Log In
/
Sign Up
401(k) Guidance
Management Services
Brotherhood Mutual Insurance Company 401(K) Plan
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
PLAN FUNDS
help
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.
[
Edit Plan Information
]
Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Fidelity Freedom 2035 Fund
FFTHX
B
U.S. All Cap
12
0.75%
Fidelity Freedom 2055 Fund
FDEEX
B
U.S. All Cap
13
0.78%
Fidelity Freedom 2050 Fund
FFFHX
B
U.S. All Cap
13
0.77%
Fidelity Freedom 2045 Fund
FFFGX
B
U.S. All Cap
13
0.76%
Fidelity Freedom 2040 Fund
FFFFX
B
U.S. All Cap
13
0.75%
T. Rowe Price Dividend Growth Fund Advisor Class
TADGX
C
U.S. Large Cap
13
0.93%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Fidelity Mid Cap Index
FSMDX
C+
U.S. Mid Cap
16
0.04%
ClearBridge Aggressive Growth Fund Class A
SHRAX
D
U.S. All Cap
18
1.23%
Glenmede Small Cap Equity Portfolio Class Advisor
GTCSX
A+
U.S. Small Cap
22
0.91%
Fidelity Freedom 2005 Fund
FFFVX
B
U.S. All Cap
4
0.54%
Fidelity Freedom 2010 Fund
FFFCX
B
U.S. All Cap
5
0.59%
Fidelity Capital & Income Fund
FAGIX
A
U.S. All Cap
6
0.71%
Fidelity Freedom 2015 Fund
FFVFX
B
U.S. All Cap
7
0.6%
Fidelity Freedom 2020 Fund
FFFDX
B
U.S. All Cap
8
0.64%
Fidelity Freedom 2025 Fund
FFTWX
B
U.S. All Cap
9
0.69%
Fidelity Freedom 2030 Fund
FFFEX
B
U.S. All Cap
10
0.71%
U.S. Equities - Growth
Fidelity Capital Appreciation Fund
FDCAX
A--
U.S. All Cap - Growth
18
0.77%
Loomis Sayles Small Cap Growth Fund Retail Class
LCGRX
C--
U.S. Small Cap - Growth
21
1.25%
U.S. Equities - Value
Fidelity Stock Selector Large Cap Value Fund
FSLVX
B++
U.S. Large Cap - Value
16
0.71%
American Beacon Large Cap Value Fund Investor Class
AAGPX
C++
U.S. All Cap - Value
18
0.93%
Artisan Mid Cap Value Fund Investor Class
ARTQX
C++
U.S. Mid Cap - Value
18
1.2%
Fidelity Value Fund
FDVLX
A++
U.S. Mid Cap - Value
21
0.65%
Specialty
PIMCO CommodityRealReturn Strategy Fund Institutional Class
PCRIX
A++
Commodities
14
0.74%
First Eagle Gold Fund Class I
FEGIX
C--
Gold
26
1%
Global & Intl. Equity
Fidelity International Discovery Fund
FIGRX
B-
International Large Cap - Growth
15
0.98%
Fidelity Emerging Markets Index
FPADX
C
Emerging Markets
17
0.1%
Fidelity Freedom Income Fund
FFFAX
B
Emerging Markets
4
0.44%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Fidelity Limited Term Government Fund
FFXSX
C-
U.S. Treasury - Short / Intermediate
1
0.45%
DoubleLine Total Return Bond Fund Class I
DBLTX
B--
U.S. Treasury - Intermediate / Long
2
0.48%
Fidelity Total Bond Fund
FTBFX
B-
Bond - Multi Sector
3
0.45%
PIMCO Real Return Fund Administrative Class
PARRX
C+
U.S. Treasury - TIPS
4
0.7%
Other
Rainier Small/Mid Cap Equity Fund Original Shares
RIMSX
Other
0
1.32%
Following Plans
Following a plan allows you to:
Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page