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Steward Health Care 401(K) Retirement 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     
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap10fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap12fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXAU.S. All Cap13fund risk0%
Fidelity Freedom 2035 Fund Class KFSNUXAU.S. All Cap16fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXAU.S. All Cap17fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXAU.S. All Cap17fund risk0%
Fidelity Freedom 2060 Fund Class KFNSFXAU.S. All Cap17fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXAU.S. All Cap17fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXAU.S. All Cap17fund risk0%
Parnassus Core Equity Fund - Institutional SharesPRILXB-U.S. Mega Cap20fund risk0.69%
Neuberger Berman Socially Responsive Fund Class R6NRSRXAU.S. All Cap20fund risk0.62%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Janus Enterprise Fund Class NJDMNXD++U.S. Mid Cap23fund risk0.68%
Fidelity Freedom Income Class KFNSHXBU.S. All Cap4fund risk0%
Fidelity Freedom 2005 Fund Class KFSNJXBU.S. All Cap5fund risk0%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap7fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap8fund risk0%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth23fund risk0.56%
Fidelity Extended Market IndexFSMAXA+U.S. Small Cap - Growth27fund risk0%
U.S. Equities - Value     
Fidelity Low-Priced Stock Fund Class KFLPKXA++U.S. All Cap - Value21fund risk0.68%
BlackRock Equity Dividend Fund Institutional SharesMADVXC++U.S. All Cap - Value22fund risk0.72%
American Century Mid Cap Value Fund Institutional ClassAVUAXD++U.S. Mid Cap - Value24fund risk0.8%
Wells Fargo Special Small Cap Value Fund - Class R6ESPRXB++U.S. Small Cap - Value30fund risk1.58%
Global & Intl. Equity     
Cohen & Steers Real Assets Fund Inc Class ZRAPZXD++International Small Cap15fund risk1.15%
MFS International Value Fund Class R6MINJXC-International Large Cap - Growth15fund risk0.74%
Fidelity International IndexFSPSXBInternational Large Cap18fund risk0.06%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Oppenheimer Developing Markets Fund Class IODVIXD++Emerging Markets20fund risk0.87%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
Templeton Global Bond Fund Advisor ClassTGBAXC--U.S. Treasury - Intermediate4fund risk0.61%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
Lord Abbett High Yield Fund Class R5LHYTXA++Bond - U.S. High Yield7fund risk0%
Other     
Government PortfolioFRGXX Other0fund risk0%
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