Chestnut Cambronne 27Nov18

Portfolios Funds Ratings Plan Information

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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 Advisor Balanced Fund I Class	FAIOX	C	U.S. All Cap	11	0.67%
Fidelity Advisor Freedom 2035 Fund Class I	FITHX	B	U.S. All Cap	12	0.77%
Fidelity Aberdeen Institutional Shs Fidelity Advisor Freedom 2060 Fund	FDKQX	B	U.S. All Cap	13	0%
Fidelity Advisor Freedom 2045 Fund Class I	FFFIX	B	U.S. All Cap	13	0.78%
Fidelity Advisor Freedom 2050 Fund Class I	FFFPX	B	U.S. All Cap	13	0.79%
Fidelity Advisor Freedom 2055 Fund Class I	FHFIX	B	U.S. All Cap	13	0.82%
Fidelity Advisor Freedom 2040 Fund Class I	FIFFX	B	U.S. All Cap	13	0.77%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
PIMCO StocksPLUS Fund Institutional Class	PSTKX	C	U.S. Large Cap	15	0.5%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
PIMCO StocksPLUS Small Fund Institutional Class	PSCSX	C+	U.S. Small Cap	23	0.69%
Fidelity Advisor Freedom Income Fund Class I	FIAFX	B	U.S. All Cap	4	0.47%
Fidelity Advisor Freedom 2005 Fund Class I	FFIVX	B	U.S. All Cap	4	0.56%
Fidelity Advisor Freedom 2010 Fund Class I	FCIFX	B	U.S. All Cap	5	0.61%
Fidelity Advisor Freedom 2015 Fund Class I	FFVIX	B	U.S. All Cap	7	0.62%
Fidelity Advisor Freedom 2020 Fund Class I	FDIFX	B	U.S. All Cap	8	0.66%
Fidelity Advisor Freedom 2025 Fund Class I	FITWX	B	U.S. All Cap	9	0.71%
Fidelity Advisor Freedom 2030 Fund Class I	FEFIX	B	U.S. All Cap	10	0.73%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class I	FINSX	B--	U.S. Large Cap - Growth	19	0.68%
MFS Mid Cap Growth Fund Class R6	OTCKX	F-	U.S. Mid Cap - Growth	19	0.92%
Fidelity Advisor Small Cap Growth Fund I Class	FCIGX	B--	U.S. Small Cap - Growth	23	0.91%
Fidelity Advisor Biotechnology Fund I Class	FBTIX	F	U.S. Micro Cap - Growth	23	0.84%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
Fidelity Advisor Mid Cap Value Fund Class I	FMPOX	C++	U.S. Mid Cap - Value	19	0.85%
Fidelity Advisor Materials Fund Class I	FMFEX	C++	U.S. Mid Cap - Value	21	0.81%
Fidelity Advisor Small Cap Value Fund Class I	FCVIX	A++	U.S. Small Cap - Value	25	1.06%
Fidelity Advisor Energy Fund I Class	FANIX	A++	U.S. Small Cap - Value	36	0.86%
Specialty
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	A++	U.S. Real Estate	19	0%
Global & Intl. Equity
MFS International New Discovery Fund Class R4	MIDJX	D++	International Small Cap	12	1.14%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Oppenheimer International Diversified Fund Class Y	OIDYX	B-	International Large Cap - Growth	14	0.42%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
PIMCO Income Fund Institutional Class	PIMIX	A+	Bond - Emerging Market	3	0.45%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%
Federated High Yield Trust Institutional Shares	FHTIX	A++	Bond - U.S. High Yield	5	0.74%
Other
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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