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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 Balanced Fund Class K	FBAKX	C	U.S. All Cap	11	0.46%
Fidelity Freedom Index 2035 Fund Investor Class	FIHFX	C	U.S. All Cap	11	0.08%
Fidelity Freedom Index 2045 Fund Investor Class	FIOFX	C	U.S. All Cap	13	0.08%
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 Freedom Index 2055 Fund Investor Class	FDEWX	C	U.S. All Cap	13	0.08%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Victory Munder Mid-Cap Core Growth Fund Class Y	MGOYX	F+	U.S. Mid Cap	19	1.07%
Fidelity Freedom Index Income Fund Investor Class	FIKFX	C	U.S. Large Cap	3	0.08%
Fidelity Freedom Index 2005 Fund Investor Class	FJIFX	C	U.S. Large Cap	4	0.08%
Fidelity Freedom Index 2010 Fund Investor Class	FKIFX	C	U.S. All Cap	5	0.09%
Fidelity Freedom Index 2015 Fund Investor Class	FLIFX	C	U.S. All Cap	6	0.09%
Fidelity Freedom Index 2020 Fund Investor Class	FPIFX	C	U.S. All Cap	7	0.09%
Fidelity Freedom Index 2025 Fund Investor Class	FQIFX	C	U.S. All Cap	8	0.09%
Fidelity Freedom Index 2030 Fund Investor Class	FXIFX	C	U.S. All Cap	9	0.08%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
Royce Smaller-Companies Growth Fund Institutional Class	RVPIX	A--	U.S. Small Cap - Growth	24	1.07%
U.S. Equities - Value
AllianzGI NFJ Dividend Value Fund Administrative Class	ANDAX	B++	U.S. Mega Cap - Value	13	0.95%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
Artisan Mid Cap Value Fund Investor Class	ARTQX	C++	U.S. Mid Cap - Value	18	1.2%
Global & Intl. Equity
Fidelity International Discovery Fund Class K	FIDKX	A-	International Large Cap - Growth	15	0.83%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Other
Wells Fargo Small Cap Value Fund - Class Inst	WFSVX		Other	0	0.9%
Fidelity Freedom Index 2000 W	FGIFX		Other	0	0.09%

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