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Chevron Phillips Chemical Company Lp 401(K) Saving And Profit-Sharing Plan

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXCU.S. All Cap11fund risk0.15%
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXCU.S. All Cap12fund risk0.15%
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXCU.S. All Cap13fund risk0.15%
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXCU.S. All Cap14fund risk0.15%
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXCU.S. All Cap14fund risk0.15%
BlackRock LifePath Index 2060 Fund Class KLIZKXCU.S. All Cap14fund risk0%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap15fund risk0.17%
Fidelity Total Market IndexFSKAXCU.S. All Cap16fund risk0.05%
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXCU.S. All Cap6fund risk0.14%
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXCU.S. All Cap8fund risk0.14%
BlackRock LifePath Index 2030 Fund Class K SharesLINKXCU.S. All Cap9fund risk0.15%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth19fund risk0.56%
William Blair Small-Mid Cap Growth Fund Class NWSMNXC--U.S. Small Cap - Growth20fund risk1.35%
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap - Growth20fund risk0%
U.S. Equities - Value     
Fidelity Low-Priced Stock Fund Class KFLPKXA++U.S. All Cap - Value15fund risk0.68%
Vanguard Value Index Fund Institutional SharesVIVIXC++U.S. Mega Cap - Value15fund risk0.08%
Nuveen NWQ Small-Cap Value Fund Class INSCRXB++U.S. Small Cap - Value23fund risk1.11%
Specialty     
Vanguard REIT Index Fund Institutional SharesVGSNXB++U.S. Real Estate18fund risk0.08%
Global & Intl. Equity     
Fidelity Global ex U.S. IndexFSGGXA-International Large Cap14fund risk0.1%
Invesco International Growth Fund Class AAIIEXB-International Large Cap - Growth14fund risk1.33%
Bonds     
Vanguard Prime Money Market FundCU.S. Cash / Money Market0fund risk0%
Dodge & Cox Income FundDODIXCBond - U.S. Corporate3fund risk0.43%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
Other     
BlackRock LifePath Index 2020 Fund Class K SharesLIMKX Other0fund risk0.14%
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