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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 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 U.S. Large-Cap Core Fund
TRULX
B
U.S. Large Cap
14
1.15%
iShares Russell 2000 ETF
IWM
C+
U.S. Small Cap
23
0.2%
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
Columbia Acorn Fund Class Z
ACRNX
D-
U.S. Mid Cap - Growth
21
0.78%
U.S. Equities - Value
Merck & Co., Inc.
MRK
F++
U.S. Mega Cap - Value
19
0%
Global & Intl. Equity
Fidelity Diversified International Fund Class K
FDIKX
B-
International Large Cap - Growth
14
0.78%
iShares MSCI EAFE ETF
EFA
B-
International Large Cap
15
0.34%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
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%
iShares Core U.S. Aggregate Bond ETF
AGG
C-
Bond - Multi Sector
3
0.08%
Other
Fidelity Spartan 500 Index Investor
FSMKX
Other
0
0%
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