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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 Index 2035 Fund Investor Class
FIHFX
C
U.S. All Cap
11
0.08%
Fidelity Freedom Index 2045 Fund Investor Class
FIOFX
C
U.S. All Cap
13
0.08%
Fidelity Freedom Index 2040 Fund Investor Class
FBIFX
C
U.S. All Cap
13
0.08%
Fidelity Freedom Index 2050 Fund Investor Class
FIPFX
C
U.S. All Cap
13
0.08%
Fidelity Freedom Index 2055 Fund Investor Class
FDEWX
C
U.S. All Cap
13
0.08%
DFA Global Equity Portfolio Institutional Class
DGEIX
B+
U.S. Mid Cap
15
0.31%
DFA U.S. Large Company Portfolio
DFUSX
C
U.S. Large Cap
15
0.09%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Fidelity Freedom Index Income Fund Investor Class
FIKFX
C
U.S. Large Cap
3
0.08%
Fidelity Freedom Index 2005 Fund Investor Class
FJIFX
C
U.S. Large Cap
4
0.08%
Fidelity Freedom Index 2010 Fund Investor Class
FKIFX
C
U.S. All Cap
5
0.09%
Fidelity Freedom Index 2015 Fund Investor Class
FLIFX
C
U.S. All Cap
6
0.09%
Fidelity Freedom Index 2020 Fund Investor Class
FPIFX
C
U.S. All Cap
7
0.09%
Fidelity Freedom Index 2025 Fund Investor Class
FQIFX
C
U.S. All Cap
8
0.09%
Fidelity Freedom Index 2030 Fund Investor Class
FXIFX
C
U.S. All Cap
9
0.08%
U.S. Equities - Growth
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
20
0.09%
Vanguard Information Technology Index Fund Admiral Shares
VITAX
D--
U.S. All Cap - Growth
23
0.14%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares
VVIAX
C++
U.S. Mega Cap - Value
15
0.09%
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
B++
U.S. Small Cap - Value
22
0.37%
Specialty
DFA Real Estate Securities Portfolio Institutional Class
DFREX
C++
U.S. Real Estate
18
0.18%
Global & Intl. Equity
Vanguard Developed Markets Index Fund Admiral Shares
VTMGX
A-
International Large Cap
14
0.09%
DFA Emerging Markets Portfolio Institutional Class
DFEMX
A
Emerging Markets
16
0.57%
Bonds
DFA Investment Grade Portfolio Institutional Class Shares
DFAPX
B-
U.S. Treasury - Intermediate
3
0.22%
Allnce High Inc Shs -Z-
AGDZX
C++
Bond - U.S. High Yield
3
0%
DFA Intermediate Government Fixed Income Portfolio Institutional Class
DFIGX
C-
U.S. Treasury - Intermediate
4
0.12%
DFA Inflation-Protected Securities Portfolio Institutional Class
DIPSX
C+
U.S. Treasury - TIPS
4
0.12%
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