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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 2040 Fund Investor Class
FBIFX
C
U.S. All Cap
13
0.08%
Fidelity Freedom Index 2050 Fund Investor Class
FIPFX
C
U.S. All Cap
13
0.08%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Champlain Small Company Fund Class Advisor
CIPSX
C+
U.S. Small Cap
18
1.38%
Fidelity Freedom Index Income Fund Investor Class
FIKFX
C
U.S. Large Cap
3
0.08%
Fidelity Freedom Index 2010 Fund Investor Class
FKIFX
C
U.S. All Cap
5
0.09%
Fidelity Freedom Index 2020 Fund Investor Class
FPIFX
C
U.S. All Cap
7
0.09%
Fidelity Freedom Index 2030 Fund Investor Class
FXIFX
C
U.S. All Cap
9
0.08%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A--
U.S. Small Cap - Growth
20
0.1%
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
T. Rowe Price Mid-Cap Value Fund
TRMCX
C++
U.S. Mid Cap - Value
18
0.8%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
Global & Intl. Equity
Fidelity Diversified International Fund
FDIVX
B-
International Large Cap - Growth
14
0.92%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Other
Vanguard FTSE All-World ex-US Index Fund Investor Shares
VFWIX
Other
0
0.3%
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