Log In
/
Sign Up
401(k) Guidance
Management Services
Aris 401K - 2012
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
PLAN FUNDS
help
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.
[
Edit Plan Information
]
Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Ivy Asset Strategy Fund Class A
WASAX
B
U.S. All Cap
11
0.96%
Fidelity Advisor Freedom 2035 Fund Class A
FATHX
B
U.S. All Cap
12
0.25%
Fidelity Advisor Freedom 2040 Fund Class A
FAFFX
B
U.S. All Cap
13
0.25%
Fidelity Advisor Freedom 2050 Fund Class A
FFFLX
B
U.S. All Cap
13
0.25%
Fidelity Advisor Freedom 2045 Fund Class A
FFFZX
B
U.S. All Cap
13
0.25%
Fidelity Advisor Mid Cap II Fund Class A
FIIAX
F+
U.S. Mid Cap
19
1.09%
Fidelity Advisor Small Cap Fund Class A
FSCDX
B+
U.S. Small Cap
20
1%
Fidelity Advisor Leveraged Company Stock Fund Class A
FLSAX
B
U.S. All Cap
20
1.1%
Fidelity Advisor Stock Selector Small Cap Fund Class A
FCDAX
C+
U.S. Small Cap
21
1.2%
Fidelity Advisor Asset Manager 20% Fund Class A
FTAWX
C
U.S. All Cap
4
0.82%
Fidelity Advisor Freedom 2005 Fund Class A
FFAVX
B
U.S. All Cap
4
0.25%
Fidelity Advisor Freedom 2010 Fund Class A
FACFX
B
U.S. All Cap
5
0.25%
Fidelity Advisor High Income Advantage Fund Class A
FAHDX
A
U.S. All Cap
6
1.02%
Fidelity Advisor Freedom 2015 Fund Class A
FFVAX
B
U.S. All Cap
7
0.25%
Fidelity Advisor Freedom 2020 Fund Class A
FDAFX
B
U.S. All Cap
8
0.25%
Fidelity Advisor Freedom 2025 Fund Class A
FATWX
B
U.S. All Cap
9
0.25%
Fidelity Advisor Freedom 2030 Fund Class A
FAFEX
B
U.S. All Cap
10
0.25%
U.S. Equities - Growth
Fidelity Advisor Health Care Fund Class A
FACDX
C-
U.S. Mid Cap - Growth
17
1.13%
Franklin Growth Series Class A
FKGRX
B--
U.S. All Cap - Growth
17
0.91%
Fidelity Advisor New Insights Fund Class A
FNIAX
C--
U.S. Large Cap - Growth
19
0.94%
Fidelity Advisor Technology Fund Class A
FADTX
D--
U.S. All Cap - Growth
25
1.14%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
D++
U.S. All Cap - Value
16
0.99%
Victory RS Large Cap Alpha Fund Class A
GPAFX
C++
U.S. Large Cap - Value
16
0.92%
Fidelity Advisor Materials Fund Class A
FMFAX
C++
U.S. Mid Cap - Value
21
1.09%
Fidelity Advisor Energy Fund Class A
FANAX
A++
U.S. Small Cap - Value
36
1.15%
Specialty
Fidelity Advisor Real Estate Fund Class A
FHEAX
C++
U.S. Real Estate
17
1.16%
Oppenheimer Gold & Special Minerals Fund Class A
OPGSX
A--
Gold
33
1.21%
Global & Intl. Equity
Fidelity Advisor Overseas Fund Class A
FAOAX
A-
International Large Cap - Growth
14
1.36%
Goldman Sachs International Small Cap Insights Fund Class A Shares
GICAX
D++
International Small Cap
14
1.3%
Templeton Foreign Fund Class A
TEMFX
D++
International Small Cap
15
1.19%
Janus Overseas Fund Class S
JIGRX
B++
International Small Cap
15
0.93%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Fidelity Advisor Freedom Income Fund Class A
FAFAX
B
Emerging Markets
4
0.25%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
Templeton Global Bond Fund Class A
TPINX
D-
U.S. Treasury - Short / Intermediate
3
0.86%
PIMCO Real Return Fund Class A
PRTNX
C+
U.S. Treasury - TIPS
4
0.85%
Following Plans
Following a plan allows you to:
Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page