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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%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Vanguard Small Capitalization Index Fund Investor Shares
NAESX
B+
U.S. Small Cap
19
0.24%
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 Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class A
MACGX
F-
U.S. Mid Cap - Growth
34
0.95%
U.S. Equities - Value
American Funds American Mutual Fund Class R-4
RMFEX
D++
U.S. Mega Cap - Value
12
0.66%
Pioneer Disciplined Value Fund Class Y
CVFYX
C++
U.S. Large Cap - Value
16
0.85%
Perkins Mid Cap Value Fund Class I
JMVAX
F++
U.S. Mid Cap - Value
17
0.63%
JPMorgan Small Cap Equity Fund Select Class
VSEIX
D++
U.S. Mid Cap - Value
18
0.99%
Global & Intl. Equity
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Fidelity Freedom Income Fund
FFFAX
B
Emerging Markets
4
0.44%
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%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
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