SFDC 2015

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
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares	SRJIX	C	U.S. All Cap	11	0.04%
Fidelity Puritan Fund	FPURX	C	U.S. Large Cap	12	0.57%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	C	U.S. All Cap	13	0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	C	U.S. All Cap	14	0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares	JFFIX	C	U.S. All Cap	14	1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	C	U.S. All Cap	14	0.04%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
JPMorgan SmartRetirement Income Fund Class Institutional Shares	JSIIX	C	U.S. All Cap	5	0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares	JTTIX	C	U.S. All Cap	6	0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares	JNSIX	C	U.S. All Cap	8	0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares	JSMIX	C	U.S. All Cap	9	0.04%
U.S. Equities - Growth
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%
Lord Abbett Developing Growth Fund Class I	LADYX	F--	U.S. Small Cap - Growth	30	0.76%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
Artisan Mid Cap Value Fund Investor Class	ARTQX	C++	U.S. Mid Cap - Value	18	1.2%
Fidelity Small Cap Discovery Fund	FSCRX	B++	U.S. Mid Cap - Value	20	1.01%
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%
Harbor International Fund Institutional Class	HAINX	A-	International Large Cap	15	0.74%
Columbia Acorn International Fund Class Z	ACINX	A-	International Large Cap - Growth	15	0.93%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Long - Term Treasury Bond Index	FNBGX	C--	U.S. Treasury - Long	12	0%
Loomis Sayles Core Plus Bond Fund Class Y	NERYX	C	Bond - U.S. Corporate	3	0.54%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
Other
JPMorgan SmartRetirement 2015 Fund Institutional Class Shares	JSFIX		Other	0	0.03%

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