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401k, 403b plan

Morgan Stanley 401(K) Savings Plan

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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     
State Street Target Retirement 2020 Fund Class KSSBOXCU.S. All Cap10fund risk0%
State Street Target Retirement 2025 Fund Class KSSBSXCU.S. All Cap12fund risk0%
State Street Target Retirement 2030 Fund Class KSSBYXCU.S. All Cap13fund risk0%
State Street Target Retirement 2035 Fund Class KSSCKXCU.S. All Cap15fund risk0%
State Street Target Retirement 2040 Fund Class KSSCQXCU.S. All Cap16fund risk0%
State Street Target Retirement 2045 Fund Class KSSDEXCU.S. All Cap17fund risk0%
State Street Target Retirement 2060 Fund Class KSSDYXBU.S. All Cap17fund risk0%
State Street Target Retirement 2055 Fund Class KSSDQXBU.S. All Cap17fund risk0%
State Street Target Retirement 2050 Fund Class KSSDLXBU.S. All Cap17fund risk0%
Northern Global Sustainability Index FundNSRIXCU.S. All Cap19fund risk0.3%
Pax Global Environmental Markets Fund Institutional ClassPGINXB++U.S. Mid Cap20fund risk1.15%
BlackRock S&P 500 IndexDU.S. Large Cap21fund risk0.23%
BlackRock Russell 2000 IndexC++U.S. Small Cap31fund risk0.29%
State Street Target Retirement Fund Class KSSFOXCU.S. All Cap8fund risk0%
U.S. Equities - Growth     
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class IMSEQXA--U.S. Mid Cap - Growth35fund risk0.7%
U.S. Equities - Value     
Morgan StanleyMSA++U.S. All Cap - Value39fund risk0%
BlackRock S&P 400 Mid Cap IndexF++U.S. All Cap - Value60fund risk0.25%
Global & Intl. Equity     
BlackRock MSCI ACWI ex-U.S. IMIBInternational Large Cap19fund risk0%
BlackRock Emerging Markets Index FundF++Emerging Markets23fund risk0.67%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXD++International Small Cap7fund risk0.5%
Bonds     
Northern Trust Coltv Short Term Investment FundCU.S. Cash / Money Market0fund risk0%
PIMCO Short Term Floating NAVB++Bond - U.S. High Yield3fund risk0.55%
Blackrock US Debt Index NLC-Bond - Multi Sector3fund risk0.08%
State Street U.S. High Yield Bond Index FundC++Bond - U.S. High Yield6fund risk0.13%
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