Msa Retirement Savings Plan

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
Fidelity Freedom 2035 Fund Class K	FSNUX	B	U.S. All Cap	12	0%
Fidelity Puritan Fund Class K	FPUKX	C	U.S. Large Cap	12	0.46%
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 2045 Fund Class K	FSNZX	B	U.S. All Cap	13	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	B	U.S. All Cap	13	0%
T. Rowe Price Dividend Growth Fund	PRDGX	C	U.S. Large Cap	13	0.66%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
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
Fidelity Magellan Fund Class K	FMGKX	D--	U.S. Large Cap - Growth	18	0.39%
Baird MidCap Fund Institutional Class	BMDIX	B-	U.S. Mid Cap - Growth	19	0.85%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Hartford Small Cap Growth Fund Class Y	HSLYX	D--	U.S. Small Cap - Growth	22	0.87%
U.S. Equities - Value
Fidelity Equity-Income Fund Class K	FEIKX	B++	U.S. Mega Cap - Value	14	0.52%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
Artisan Mid Cap Value Fund Institutional Class	APHQX	C++	U.S. Mid Cap - Value	18	0.98%
AllianzGI NFJ Small-Cap Value Fund Institutional Class	PSVIX	F++	U.S. Mid Cap - Value	20	0.77%
Global & Intl. Equity
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	14	0.78%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Wells Fargo Emerging Markets Equity Fund - Class Inst	EMGNX	C	Emerging Markets	18	1.22%
Fidelity Freedom Income Class K	FNSHX	B	Emerging Markets	4	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Total Bond Fund	FTBFX	B-	Bond - Multi Sector	3	0.45%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Fidelity Inflation - Protected Bond Index	FIPDX	C+	U.S. Treasury - TIPS	4	0.05%

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