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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     
Fidelity Asset Manager 20% FundFASIXCU.S. Large Cap4fund risk0.52%
U.S. Equities - Value     
Vanguard Wellesley Income Fund Investor SharesVWINXC++U.S. Mega Cap - Value5fund risk0.25%
Bonds     
Fidelity GNMA FundFGMNXCBond - U.S. Mortgages1fund risk0.45%
Vanguard GNMA Fund Investor SharesVFIIXCBond - U.S. Mortgages2fund risk0.21%
TCW Total Return Bond Fund Class ITGLMXB-U.S. Treasury - Intermediate3fund risk0.44%
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