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Fitch, Inc. 401(K) Plan And Trust

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap11fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
American Funds Capital World Growth and Income Fund Class R-6RWIGXCU.S. Large Cap14fund risk0.45%
JPMorgan Equity Index Fund Select ClassHLEIXCU.S. Large Cap15fund risk0.2%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap5fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXDU.S. Large Cap7fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXDU.S. All Cap8fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap9fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap10fund risk0.18%
U.S. Equities - Growth     
T. Rowe Price Institutional Large Cap Core Growth FundTPLGXD--U.S. Large Cap - Growth21fund risk0.6%
American Century Heritage Fund Institutional ClassATHIXC-U.S. Mid Cap - Growth22fund risk0.8%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXF-U.S. Mid Cap - Growth35fund risk0.7%
U.S. Equities - Value     
American Century Equity Income Fund Institutional ClassACIIXC++U.S. Mega Cap - Value11fund risk0.73%
JPMorgan Small Cap Equity Fund Class R5JSERXD++U.S. Mid Cap - Value18fund risk0.79%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
JPMorgan Mid Cap Value Fund Institutional ClassFLMVXC++U.S. Mid Cap - Value19fund risk0.74%
Specialty     
American Century Real Estate Fund Institutional ClassREAIXC++U.S. Real Estate18fund risk0.94%
Global & Intl. Equity     
Harbor International Fund Institutional ClassHAINXA-International Large Cap15fund risk0.74%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXAEmerging Markets15fund risk1.09%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB-Bond - Multi Sector1fund risk0.1%
American Century Diversified Bond Fund Institutional ClassACBPXB-Bond - Multi Sector3fund risk0.4%
JPMorgan High Yield Fund Class R6JHYUXA++Bond - U.S. High Yield3fund risk0.74%
Templeton Global Bond Fund Advisor ClassTGBAXC-U.S. Treasury - Short / Intermediate3fund risk0.61%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
JPMorgan 100% U.S. Treasury Securities Money Market Fund Capital ClassCJTXX Other0fund risk0%
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