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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 Class K
FSNUX
B
U.S. All Cap
12
0%
Fidelity Freedom 2055 Fund Class K
FNSDX
B
U.S. All Cap
13
0%
Fidelity Freedom 2050 Fund Class K
FNSBX
B
U.S. All Cap
13
0%
Fidelity Freedom 2045 Fund Class K
FSNZX
B
U.S. All Cap
13
0%
Fidelity Freedom 2040 Fund Class K
FSNVX
B
U.S. All Cap
13
0%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Fidelity Freedom 2005 Fund Class K
FSNJX
B
U.S. All Cap
4
0%
Fidelity Freedom 2010 Fund Class K
FSNKX
B
U.S. All Cap
5
0%
Fidelity Freedom 2015 Fund Class K
FSNLX
B
U.S. All Cap
7
0%
Fidelity Freedom 2020 Fund Class K
FSNOX
B
U.S. All Cap
8
0%
Fidelity Freedom 2025 Fund Class K
FSNPX
C
U.S. All Cap
9
0%
Fidelity Freedom 2030 Fund Class K
FSNQX
B
U.S. All Cap
10
0%
U.S. Equities - Growth
Fidelity Growth Company Fund Class K
FGCKX
B--
U.S. All Cap - Growth
23
0.71%
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class A
MSSMX
A
U.S. Micro Cap - Growth
33
1.31%
U.S. Equities - Value
Perkins Mid Cap Value Fund Class I
JMVAX
F++
U.S. Mid Cap - Value
17
0.63%
AllianzGI NFJ Small-Cap Value Fund Institutional Class
PSVIX
F++
U.S. Mid Cap - Value
20
0.77%
Global & Intl. Equity
Fidelity Diversified International Fund
FDIVX
B-
International Large Cap - Growth
14
0.92%
Fidelity Freedom Income Class K
FNSHX
B
Emerging Markets
4
0%
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%
Vanguard Inflation-Protected Securities Fund Investor Shares
VIPSX
C+
U.S. Treasury - TIPS
4
0.2%
Other
Morgan Stanley Mid Cap Growth I
DGRDX
Other
0
0.72%
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