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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 Puritan Fund Class K
FPUKX
C
U.S. Large Cap
12
0.46%
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%
Hartford Capital Appreciation HLS Fund Class IB
HIBCX
D
U.S. All Cap
15
0.92%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Neuberger Berman Genesis Fund Institutional Class
NBGIX
F+
U.S. Mid Cap
18
0.85%
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
Janus Research Fund Class I
JRAIX
D--
U.S. All Cap - Growth
19
0.64%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
U.S. Equities - Value
T. Rowe Price Equity Income Fund
PRFDX
C++
U.S. All Cap - Value
17
0.67%
Global & Intl. Equity
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Fidelity Intermediate Bond Fund
FTHRX
B-
U.S. Treasury - Short / Intermediate
2
0.45%
Other
Fidelity Money Market Trust Retirement Government Money Market Portfolio
FGMXX
Other
0
0%
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