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Smartsheet, Inc. 401(k) P/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
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 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
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%
Fidelity Freedom 2005 Fund Class K
FSNJX
B
U.S. All Cap
4
0%
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
T. Rowe Price Blue Chip Growth I
TBCIX
D--
U.S. Large Cap - Growth
21
0%
Federated MDT Small Cap Growth Fund Institutional Shares
QISGX
B--
U.S. Small Cap - Growth
24
1.5%
U.S. Equities - Value
Goldman Sachs Large Cap Value Fund Class R
GSVRX
D++
U.S. Large Cap - Value
15
1.45%
Wells Fargo Special Small Cap Value Fund - Class R6
ESPRX
B++
U.S. Small Cap - Value
21
1.58%
Global & Intl. Equity
DFA International Small Company Portfolio Institutional Class
DFISX
C++
International Small Cap
14
0.54%
Templeton Foreign Fund Class R6
FTFGX
D++
International Small Cap
15
0.74%
American Funds New World Fund Class R-6
RNWGX
A
Emerging Markets
16
0.65%
Oppenheimer International Growth Fund Class I
OIGIX
B-
International Large Cap - Growth
16
0.72%
Fidelity Freedom Income Class K
FNSHX
B
Emerging Markets
4
0%
Bonds
Fidelity Government Money Market Fund
C
U.S. Cash / Money Market
0
0%
Voya Intermediate Bond Fund Class I
IICIX
B-
Bond - Multi Sector
3
0.33%
Fidelity Inflation - Protected Bond Index
FIPDX
C+
U.S. Treasury - TIPS
4
0.05%
Lord Abbett High Yield Fund Class I
LAHYX
B++
Bond - U.S. High Yield
4
0.75%
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