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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 2035 K6
fwtkx
B
U.S. All Cap
12
0%
Fidelity Freedom 2055 K6
fctkx
B
U.S. All Cap
13
0%
Fidelity Freedom 2045 K6
fjtkx
B
U.S. All Cap
13
0%
Fidelity Freedom 2040 K6
fhtkx
B
U.S. All Cap
13
0%
Fidelity Freedom 2060 K6
fvtkx
B
U.S. All Cap
13
0%
Fidelity Freedom 2050 K6
fztkx
B
U.S. All Cap
13
0%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
C-
U.S. Mega Cap
16
0.16%
Fidelity Freedom 2005 Fund Class K
FSNJX
B
U.S. All Cap
4
0%
Fidelity Freedom 2005 K6
fitkx
B
U.S. All Cap
4
0%
Fidelity Freedom 2010 Fund Class K
FSNKX
B
U.S. All Cap
5
0%
Fidelity Freedom 2010 K6
fotkx
B
U.S. All Cap
5
0%
Fidelity Freedom 2015 K6
fptkx
B
U.S. All Cap
7
0%
Fidelity Freedom 2020 K6
fatkx
B
U.S. All Cap
8
0%
Fidelity Freedom 2025 K6
fdtkx
B
U.S. All Cap
9
0%
Fidelity Freedom 2030 Fund Class K
FSNQX
B
U.S. All Cap
10
0%
Fidelity Freedom 2030 K6
fgtkx
B
U.S. All Cap
10
0%
U.S. Equities - Growth
William Blair Mid Cap Growth Fund Class I
WCGIX
F-
U.S. Mid Cap - Growth
18
1.1%
Fidelity Contrafund K6
FLCNX
C--
U.S. Large Cap - Growth
19
0%
State Street Russell Small/Mid Cap Index
A--
U.S. Small Cap - Growth
20
0.1%
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
D--
U.S. Large Cap - Growth
21
0.6%
U.S. Equities - Value
T. Rowe Price Institutional Large Cap Value Fund
TILCX
C++
U.S. All Cap - Value
17
0.58%
AB Discovery Value - Z
C++
U.S. Mid Cap - Value
24
0.89%
Omnicom Group Inc.
OMC
C++
U.S. Mid Cap - Value
33
0%
Global & Intl. Equity
State Street Global All Cap Equity ex-US Index
D++
International Small Cap
14
0.14%
Fidelity Diversified Intl K6
fkidx
B-
International Large Cap - Growth
14
0%
Fidelity Freedom Income K6
fytkx
B
Emerging Markets
4
0%
Bonds
Fidelity Government Money Market Fund
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
State Street U.S. Bond Index Fund
C-
Bond - Multi Sector
3
0.08%
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