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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
FBALX
C
U.S. All Cap
11
0.57%
Fidelity Freedom 2035 Fund
FFTHX
B
U.S. All Cap
12
0.75%
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%
Davis New York Venture Fund Class A
NYVTX
A
U.S. All Cap
17
0.88%
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 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 Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
Artisan Mid Cap Fund Investor Class
ARTMX
D-
U.S. Mid Cap - Growth
21
1.22%
Fidelity Select Technology Portfolio
FSPTX
D--
U.S. All Cap - Growth
24
0.77%
U.S. Equities - Value
Eaton Vance Large-Cap Value Fund Class A
EHSTX
D++
U.S. Large Cap - Value
16
0.99%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares
SMVTX
B++
U.S. Large Cap - Value
16
1.09%
Global & Intl. Equity
Fidelity Diversified International Fund
FDIVX
B-
International Large Cap - Growth
14
0.92%
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
Victory Sophus Emerging Markets Fund Class A
GBEMX
B
Emerging Markets
19
1.65%
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%
PIMCO Total Return Fund Administrative Class
PTRAX
B-
Bond - Multi Sector
3
0.71%
Fidelity U.S. Bond Index
FXNAX
C-
Bond - Multi Sector
3
0.05%
Other
Fidelity Spartan 500 Index Investor
FSMKX
Other
0
0%
Royce Low-Priced Stock Fund Service Class
RYLPX
Other
0
1.49%
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