CITGO Retirement and Savings Plan

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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 Freedom 2035 Fund	FFTHX	B	U.S. All Cap	12	0.75%
Fidelity Puritan Fund	FPURX	C	U.S. Large Cap	12	0.57%
Fidelity Freedom 2040 Fund	FFFFX	B	U.S. All Cap	13	0.75%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
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 Capital Appreciation Fund	FDCAX	A--	U.S. All Cap - Growth	18	0.77%
Fidelity Magellan Fund	FMAGX	D--	U.S. Large Cap - Growth	18	0.5%
U.S. Equities - Value
Fidelity Growth & Income Portfolio	FGRIX	B++	U.S. Large Cap - Value	16	0.67%
LSV Value Equity Fund	LSVEX	B++	U.S. All Cap - Value	19	0.65%
Goldman Sachs Small Cap Value Fund Class A	GSSMX	F++	U.S. Small Cap - Value	25	1.38%
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%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Other
Lord Abbett Small Cap Blend P	LSBPX		Other	0	1.46%

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