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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 2045 Fund Class K
FSNZX
B
U.S. All Cap
13
0%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6
RGAGX
B--
U.S. All Cap - Growth
18
0.34%
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
Loomis Sayles Small Cap Growth Fund Institutional Class
LSSIX
C--
U.S. Small Cap - Growth
21
0.94%
Harbor Capital Appreciation Fund Institutional Class
HACAX
F--
U.S. All Cap - Growth
25
0.65%
U.S. Equities - Value
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
Harbor Small Cap Value Fund Institutional Class
HASCX
F++
U.S. Mid Cap - Value
22
0.84%
Specialty
Cohen & Steers Institutional Realty Shares
CSRIX
B++
U.S. Real Estate
17
0.75%
Global & Intl. Equity
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
DFA Emerging Markets Portfolio Institutional Class
DFEMX
A
Emerging Markets
16
0.57%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Bonds
Federated Total Return Bond Fund Institutional Shares
FTRBX
B-
Bond - Multi Sector
3
0.35%
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