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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 Balanced Fund Class K
FBAKX
C
U.S. All Cap
11
0.46%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Wells Fargo Common Stock Fund - Class R6
SCSRX
D+
U.S. Mid Cap
19
0.81%
JPMorgan U.S. Small Company Fund Class R6
JUSMX
C+
U.S. Small Cap
24
0.75%
Trimble Navigation Limited
TRMB
B+
U.S. Mid Cap
32
0%
U.S. Equities - Growth
Fidelity Capital Appreciation Fund Class K
FCAKX
A--
U.S. All Cap - Growth
18
0.63%
Fidelity Contrafund Fund Class K
FCNKX
C--
U.S. Large Cap - Growth
19
0.56%
U.S. Equities - Value
MFS Value Fund Class R6
MEIKX
C++
U.S. Mega Cap - Value
14
0.56%
Fidelity Low-Priced Stock Fund Class K
FLPKX
A++
U.S. All Cap - Value
15
0.68%
Fidelity Value Fund Class K
FVLKX
A++
U.S. Mid Cap - Value
21
0.52%
Global & Intl. Equity
Fidelity Global ex U.S. Index
FSGGX
A-
International Large Cap
14
0.1%
Fidelity Diversified International Fund Class K
FDIKX
B-
International Large Cap - Growth
14
0.78%
Hartford International Opportunities HLS Fund Class IA
HIAOX
B-
International Large Cap - Growth
15
0.74%
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