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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 Puritan Fund Class K
FPUKX
C
U.S. Large Cap
12
0.46%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
T. Rowe Price Institutional Mid-Cap Equity Growth Fund
PMEGX
F+
U.S. Mid Cap
17
0.61%
Fidelity Small Cap Index
FSSNX
C+
U.S. Small Cap
23
0.05%
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%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-6
RWMGX
D++
U.S. Mega Cap - Value
14
0.3%
Fidelity Low-Priced Stock Fund Class K
FLPKX
A++
U.S. All Cap - Value
15
0.68%
T. Rowe Price Value Fund
TRVLX
B++
U.S. Large Cap - Value
16
0.84%
Goldman Sachs Mid Cap Value Fund Institutional Class
GSMCX
C++
U.S. Mid Cap - Value
17
0.74%
Specialty
Vanguard REIT Index Fund Institutional Shares
VGSNX
B++
U.S. Real Estate
18
0.08%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Templeton Institutional Fund International Equity Series Primary Shares
TFEQX
A-
International Large Cap
16
0.79%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
PIMCO High Yield Fund Institutional Class
PHIYX
C++
Bond - U.S. High Yield
3
0.55%
Other
EMC Corporation
EMC
Other
0
0%
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