Sanju's Plan

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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
American Funds 2035 Target Date Retirement Fund Class R-6	RFFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	C	U.S. All Cap	13	0%
American Funds 2060 Target Date Retirement Fund Class R-6	RFUTX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-6	RFKTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	C	U.S. All Cap	13	0%
Fidelity Total Market Index	FSKAX	C	U.S. All Cap	16	0.05%
American Funds 2010 Target Date Retirement Fund Class R-6	RFTTX	B	U.S. All Cap	6	0%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
American Funds 2015 Target Date Retirement Fund Class R-6	RFJTX	B	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-6	RFDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
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%
PRIMECAP Odyssey Aggressive Growth Fund	POAGX	B--	U.S. Small Cap - Growth	20	0.64%
Loomis Sayles Small Cap Growth Fund Class N	LSSNX	C--	U.S. Small Cap - Growth	21	0.83%
Fidelity OTC Portfolio Class K	FOCKX	B--	U.S. All Cap - Growth	22	0.6%
Fidelity Blue Chip Growth Fund Class K	FBGKX	B--	U.S. All Cap - Growth	23	0.6%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
AMG Managers Skyline Special Equities Fund Class S	SKSEX	D++	U.S. Small Cap - Value	25	1.33%
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%
Driehaus Emerging Markets Growth Fund	DREGX	C	Emerging Markets	18	1.64%
Bonds
TRP Stable Value A		C	U.S. Cash / Money Market	0	0%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%
Western Asset Core Plus Bond Fund Class IS	WAPSX	C	Bond - U.S. Corporate	4	0.43%

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