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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 Class K
FSNUX
B
U.S. All Cap
12
0%
Fidelity Freedom 2055 Fund Class K
FNSDX
B
U.S. All Cap
13
0%
Fidelity Freedom 2050 Fund Class K
FNSBX
B
U.S. All Cap
13
0%
Fidelity Freedom 2060 Fund Class K
FNSFX
B
U.S. All Cap
13
0%
Fidelity Freedom 2045 Fund Class K
FSNZX
B
U.S. All Cap
13
0%
Fidelity Freedom 2040 Fund Class K
FSNVX
B
U.S. All Cap
13
0%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Fidelity Freedom 2010 Fund Class K
FSNKX
B
U.S. All Cap
5
0%
Fidelity Freedom 2015 Fund Class K
FSNLX
B
U.S. All Cap
7
0%
Fidelity Freedom 2020 Fund Class K
FSNOX
B
U.S. All Cap
8
0%
Fidelity Freedom 2025 Fund Class K
FSNPX
C
U.S. All Cap
9
0%
Fidelity Freedom 2030 Fund Class K
FSNQX
B
U.S. All Cap
10
0%
U.S. Equities - Growth
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
Loomis Sayles Small Cap Growth Fund Class N
LSSNX
C--
U.S. Small Cap - Growth
21
0.83%
Fidelity Growth Company Fund Class K
FGCKX
B--
U.S. All Cap - Growth
23
0.71%
U.S. Equities - Value
T. Rowe Price Institutional Large Cap Value Fund
TILCX
C++
U.S. All Cap - Value
17
0.58%
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6
ERASX
D++
U.S. Mid Cap - Value
18
0%
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
F++
U.S. Small Cap - Value
25
0.98%
Global & Intl. Equity
Fidelity Diversified International Fund Class K
FDIKX
B-
International Large Cap - Growth
14
0.78%
Fidelity Freedom Income Class K
FNSHX
B
Emerging Markets
4
0%
Bonds
Vanguard Federal Money Market Fund Investor Shares
VMFXX
C
U.S. Cash / Money Market
0
0%
Prudential Total Return Bond Fund Class Q
PTRQX
B-
Bond - Multi Sector
4
0.52%
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