Oshkosh HSA

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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 Index 2035 Instl Prem	ffezx	C	U.S. All Cap	11	0%
Fidelity Freedom Index 2045 Instl Prem	ffolx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2050 Instl Prem	ffopx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2060 Instl Prem	fflex	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2040 Instl Prem	ffizx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2055 Instl Prem	ffldx	C	U.S. All Cap	13	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
ClearBridge Small Cap Fund Class I	LMNSX	A+	U.S. Small Cap	20	0.89%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
Fidelity Freedom Index Income Instl Prem		C	U.S. Large Cap	3	0.08%
Fidelity Freedom Index 2005 Instl Prem	ffgfx	C	U.S. Large Cap	4	0%
Fidelity Freedom Index 2010 Instl Prem	ffwtx	C	U.S. All Cap	5	0%
Fidelity Freedom Index 2015 Instl Prem	fiwfx	C	U.S. All Cap	6	0%
Fidelity Freedom Index 2020 Instl Prem	fiwtx	C	U.S. All Cap	8	0%
Fidelity Freedom Index 2025 Instl Prem	ffedx	C	U.S. All Cap	8	0%
Fidelity Freedom Index 2030 Instl Prem	ffegx	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%
T. Rowe Price Blue Chip Growth I	TBCIX	D--	U.S. Large Cap - Growth	21	0%
JPMorgan Mid Cap Growth Fund Select Class	HLGEX	D-	U.S. Mid Cap - Growth	21	0.93%
U.S. Equities - Value
JPMorgan Equity Income Fund Select Class	HLIEX	C++	U.S. Mega Cap - Value	15	0.78%
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
Wells Fargo Special Mid Cap Value Fund - Class Inst	WFMIX	C++	U.S. Mid Cap - Value	18	0.85%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
T. Rowe Price Overseas Stock I Cl		B-	International Large Cap	15	0.86%
Fidelity Emerging Markets Fund Class K	FKEMX	B	Emerging Markets	17	0.82%
Fidelity Emerging Markets Index	FPADX	C	Emerging Markets	17	0.1%
PIMCO Inflation Response Multi-Asset Fund Institutional	PIRMX	A++	International Small Cap	6	0.75%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Wells Fargo Short-Term Bond Fund - Class Inst	SSHIX	B+	Bond - Emerging Market	1	0.48%
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%
Fidelity Inflation - Protected Bond Index	FIPDX	C+	U.S. Treasury - TIPS	4	0.05%
Other
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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