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Experian Information Solutions Personal Investment 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 Freedom K 2035	FKTHX	D	U.S. All Cap	11	0.62%
Fidelity Freedom K 2040	FFKFX	D	U.S. All Cap	11	0.62%
Fidelity Freedom K 2045	FFKGX	D	U.S. All Cap	11	0.63%
Fidelity Freedom K 2050	FFKHX	D	U.S. All Cap	12	0.64%
Fidelity Freedom K 2055	FDENX	D	U.S. All Cap	12	0.64%
Fidelity Spartan US Equity Index Inv	FUSEX	C	U.S. Mega Cap	13	0.1%
Victory Diversified Stock Fund	VDSIX	C	U.S. Large Cap	14	0.81%
Fidelity Freedom K Income	FFKAX	B	U.S. Mega Cap	3	0.39%
Fidelity Freedom K 2000	FFKBX	C	U.S. Mega Cap	4	0.39%
Fidelity Freedom K 2005	FFKVX	C	U.S. Large Cap	6	0.46%
Fidelity Freedom K 2010	FFKCX	C	U.S. Large Cap	7	0.5%
Fidelity Freedom K 2015	FKVFX	C	U.S. Large Cap	7	0.51%
Fidelity Freedom K 2020	FFKDX	C	U.S. Large Cap	8	0.54%
Fidelity Puritan	FPURX	C	U.S. Large Cap	9	0.6%
Fidelity Freedom K 2025	FKTWX	C	U.S. Large Cap	9	0.58%
Fidelity Freedom K 2030	FFKEX	C	U.S. Large Cap	10	0.59%
U.S. Equities - Growth
Vanguard Morgan Growth	VMRGX	D-	U.S. All Cap - Growth	14	0.42%
Harbor Small Cap Growth Inv	HISGX	C-	U.S. Small Cap - Growth	17	1.22%
U.S. Equities - Value
Allianz NFJ Small Cap Value Instl	PSVIX	C	U.S. Small Cap - Value	14	0.78%
Dodge & Cox Stock	DODGX	C+	U.S. Large Cap - Value	14	0.52%
Global & Intl. Equity
Fidelity Diversified International K	FDIKX	A-	Europe	14	0.73%
Bonds
Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Instl	PTTRX	B++	Bond - Multi Sector	3	0.46%
Other
Morgan Stanley Mid Cap Growth I	DGRDX		Other	0	0.72%

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