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Fidere Anesthesia Co
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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
FFTHX
B
U.S. All Cap
12
0.75%
Fidelity Freedom 2060 Fund
FDKVX
B
U.S. All Cap
13
0.45%
Fidelity Freedom 2055 Fund
FDEEX
B
U.S. All Cap
13
0.78%
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%
Oppenheimer Main Street Mid Cap Fund Class R
OPMNX
C+
U.S. Mid Cap
15
1.39%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Janus Enterprise Fund Class A
JDMAX
F+
U.S. Mid Cap
16
1.09%
Fidelity Mid Cap Index
FSMDX
C+
U.S. Mid Cap
16
0.04%
Glenmede Small Cap Equity Portfolio Class Advisor
GTCSX
A+
U.S. Small Cap
22
0.91%
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 Blue Chip Growth Fund
FBGRX
B--
U.S. All Cap - Growth
23
0.74%
Victory RS Small Cap Growth Fund Class A
RSEGX
F--
U.S. Small Cap - Growth
25
1.35%
U.S. Equities - Value
Invesco Diversified Dividend Fund R5 Class
DDFIX
D++
U.S. All Cap - Value
15
0.57%
Fidelity Large Cap Stock Fund
FLCSX
B++
U.S. All Cap - Value
17
0.88%
Fidelity Value Fund
FDVLX
A++
U.S. Mid Cap - Value
21
0.65%
Wells Fargo Special Small Cap Value Fund - Class Admin
ESPIX
B++
U.S. Small Cap - Value
21
1.09%
Specialty
Fidelity Real Estate Investment Portfolio
FRESX
B++
U.S. Real Estate
17
0.8%
Global & Intl. Equity
Fidelity Global ex U.S. Index
FSGGX
A-
International Large Cap
14
0.1%
The Hartford International Opportunities Fund Class R4
IHOSX
B-
International Large Cap - Growth
15
1.15%
Harding Loevner Emerging Markets Portfolio Advisor Class
HLEMX
A
Emerging Markets
16
1.47%
Fidelity Freedom Income Fund
FFFAX
B
Emerging Markets
4
0.44%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Fidelity Total Bond Fund
FTBFX
B-
Bond - Multi Sector
3
0.45%
Fidelity U.S. Bond Index
FXNAX
C-
Bond - Multi Sector
3
0.05%
Eaton Vance Income Fund of Boston Class A
EVIBX
B++
Bond - U.S. High Yield
4
1%
Other
Fidelity Inflation-Protected Bond Fund
FINPX
Other
0
0.45%
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