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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
FBALX
C
U.S. All Cap
11
0.57%
JPMorgan SmartRetirement 2035 Fund Class A Shares
SRJAX
C
U.S. All Cap
11
0.29%
JPMorgan SmartRetirement 2040 Fund Class A Shares
SMTAX
C
U.S. All Cap
13
0.29%
JPMorgan SmartRetirement 2050 Fund Class A Shares
JTSAX
C
U.S. All Cap
14
0.29%
JPMorgan SmartRetirement 2045 Fund Class A Shares
JSAAX
C
U.S. All Cap
14
0.29%
JPMorgan SmartRetirement 2055 Fund Class R2 Shares
JFFRX
C
U.S. All Cap
14
0.54%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
JPMorgan U.S. Equity Fund Select Class
JUESX
D
U.S. Large Cap
16
0.79%
JPMorgan SmartRetirement Income Fund Class A Shares
JSRAX
C
U.S. All Cap
5
0.27%
JPMorgan SmartRetirement 2020 Fund Class A Shares
JTTAX
C
U.S. All Cap
6
0.28%
JPMorgan SmartRetirement 2025 Fund Class A Shares
JNSAX
C
U.S. All Cap
8
0.29%
JPMorgan SmartRetirement 2030 Fund Class A Shares
JSMAX
C
U.S. All Cap
9
0.29%
U.S. Equities - Growth
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Janus Triton Fund Class T
JATTX
B--
U.S. Small Cap - Growth
19
0.92%
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
MFS Growth Fund Class R3
MFEHX
D--
U.S. Large Cap - Growth
20
1.02%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund
FLPSX
A++
U.S. All Cap - Value
15
0.79%
American Beacon Large Cap Value Fund Investor Class
AAGPX
C++
U.S. All Cap - Value
18
0.93%
Eaton Vance Atlanta Capital SMID-Cap Fund Class A
EAASX
D++
U.S. Mid Cap - Value
18
1.25%
AllianzGI NFJ Small-Cap Value Fund Administrative Class
PVADX
F++
U.S. Mid Cap - Value
20
1.02%
Prudential QMA Mid-Cap Value Fund Class Z
SPVZX
C++
U.S. Mid Cap - Value
24
1.1%
Victory RS Partners Fund Class A
RSPFX
B++
U.S. Small Cap - Value
24
1.45%
Global & Intl. Equity
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
Fidelity International Discovery Fund
FIGRX
B-
International Large Cap - Growth
15
0.98%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Low Duration Fund Administrative Class
PLDAX
C+
U.S. Treasury - TIPS
1
0.71%
PIMCO Total Return Fund Administrative Class
PTRAX
B-
Bond - Multi Sector
3
0.71%
Fidelity Government Income Fund
FGOVX
C--
U.S. Treasury - Intermediate / Long
3
0.45%
Templeton Global Bond Fund Advisor Class
TGBAX
C-
U.S. Treasury - Short / Intermediate
3
0.61%
Fidelity High Income Fund
SPHIX
C++
Bond - U.S. High Yield
3
0.72%
Other
JPMorgan SmartRetirement 2015 Fund Class A Shares
JSFAX
Other
0
0.28%
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