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Zachry Corporation Employees' 401(K) Profit Sharing Plan
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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%
Fidelity Freedom 2035 Fund Class K
FSNUX
B
U.S. All Cap
12
0%
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%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Baron Growth Fund Retail Shares
BGRFX
F+
U.S. Mid Cap
20
1.3%
Fidelity Freedom 2005 Fund Class K
FSNJX
B
U.S. All Cap
4
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
Conestoga Small Cap Fund Investors Class
CCASX
C--
U.S. Small Cap - Growth
18
1.1%
Fidelity Contrafund Fund Class K
FCNKX
C--
U.S. Large Cap - Growth
19
0.56%
Fidelity Growth Company
FDGRX
B--
U.S. All Cap - Growth
23
0.83%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund Class K
FLPKX
A++
U.S. All Cap - Value
15
0.68%
T. Rowe Price Equity Income Fund
PRFDX
C++
U.S. All Cap - Value
17
0.67%
Fidelity Mid-Cap Stock Fund
FMCSX
C++
U.S. Mid Cap - Value
18
0.78%
Artisan Mid Cap Value Fund Investor Class
ARTQX
C++
U.S. Mid Cap - Value
18
1.2%
American Beacon Small Cap Value Fund Investor Class
AVPAX
D++
U.S. Small Cap - Value
25
1.18%
Global & Intl. Equity
Fidelity Diversified International Fund Class K
FDIKX
B-
International Large Cap - Growth
14
0.78%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Fidelity Freedom Income Class K
FNSHX
B
Emerging Markets
4
0%
Bonds
Federated U.S. Treasury Cash Reserves Institutional Shares
UTIXX
C
U.S. Cash / Money Market
0
0%
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%
Fidelity U.S. Bond Index
FXNAX
C-
Bond - Multi Sector
3
0.05%
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