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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%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
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
William Blair Mid Cap Growth Fund Class I	WCGIX	F-	U.S. Mid Cap - Growth	18	1.1%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
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
Fidelity Equity-Income Fund Class K	FEIKX	B++	U.S. Mega Cap - Value	14	0.52%
FMI Large Cap Fund	FMIHX	D++	U.S. Large Cap - Value	14	0.96%
Invesco Diversified Dividend Fund Class R6	LCEFX	D++	U.S. All Cap - Value	15	0.48%
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
Fidelity Mid-Cap Stock Fund Class K	FKMCX	C++	U.S. Mid Cap - Value	18	0.65%
Ariel Fund Investor Class	ARGFX	A++	U.S. Mid Cap - Value	20	1.03%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Specialty
Fidelity Real Estate Investment Portfolio	FRESX	B++	U.S. Real Estate	17	0.8%
Fidelity Real Estate Income Fund	FRIFX	A++	U.S. Real Estate	7	0.84%
Global & Intl. Equity
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	14	0.78%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
American Beacon International Equity Fund Institutional Class	AAIEX	B	International Large Cap - Value	18	0.71%
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%
USAA Income Fund	USAIX	B	Bond - U.S. Corporate	3	0.58%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Other
Loomis Sayles Value Fund Class Y	LSGIX		Other	0	0.72%
Fidelity Independence Fund Class K	FDFKX		Other	0	0.5%

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