EXL Service

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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.

[Edit Plan Information]

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 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%
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 Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Loomis Sayles Small Cap Growth Fund Institutional Class	LSSIX	C--	U.S. Small Cap - Growth	21	0.94%
Columbia Mid Cap Growth Fund Class Z	CLSPX	C-	U.S. Mid Cap - Growth	21	0.96%
MainStay Large Cap Growth Fund Class I	MLAIX	D--	U.S. Large Cap - Growth	21	0.77%
Fidelity Growth Company	FDGRX	B--	U.S. All Cap - Growth	23	0.83%
U.S. Equities - Value
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
Goldman Sachs Mid Cap Value Fund Institutional Class	GSMCX	C++	U.S. Mid Cap - Value	17	0.74%
Heartland Value Plus Fund Institutional Class	HNVIX	B++	U.S. Small Cap - Value	22	0.84%
Specialty
Fidelity Strategic Real Return Fund	FSRRX	A++	U.S. Real Estate	5	0.75%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Harbor International Fund Investor Class	HIINX	A-	International Large Cap	15	1.11%
Matthews India Fund Investor Class	MINDX	A	Emerging Markets	18	1.13%
Fidelity Freedom Income Fund	FFFAX	B	Emerging Markets	4	0.44%
Bonds
Fidelity Investment Grade Bond Fund	FBNDX	B-	Bond - Multi Sector	3	0.45%
T. Rowe Price Institutional High Yield Fund	TRHYX	B++	Bond - U.S. High Yield	3	0.5%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information