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Evercore Partners Services East, Llc Retirement 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 Balanced Fund Class KFBAKXBU.S. All Cap15fund risk0.46%
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%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Fidelity Leveraged Company Stock Fund Class KFLCKXAU.S. All Cap27fund risk0.68%
Fidelity Small Cap IndexFSSNXC++U.S. Small Cap31fund risk0.05%
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%
Fidelity Capital & Income FundFAGIXA++U.S. Mid Cap9fund risk0.71%
U.S. Equities - Growth     
Fidelity Capital Appreciation Fund Class KFCAKXA--U.S. All Cap - Growth22fund risk0.63%
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth23fund risk0.56%
Conestoga Small Cap Fund Investors ClassCCASXD+U.S. Small Cap - Growth25fund risk1.1%
Fidelity Extended Market IndexFSMAXA+U.S. Small Cap - Growth27fund risk0%
U.S. Equities - Value     
MFS Value Fund Class R3MEIHXD+U.S. Mega Cap - Value21fund risk0.91%
Northern Small Cap Value FundNOSGXF++U.S. Small Cap - Value35fund risk1%
Global & Intl. Equity     
Fidelity International Discovery Fund Class KFIDKXA-International Large Cap - Growth18fund risk0.83%
Fidelity International IndexFSPSXBInternational Large Cap18fund risk0.06%
Fidelity Emerging Markets IndexFPADXC++Emerging Markets20fund risk0.1%
Victory Sophus Emerging Markets Fund Class YRSENXB++Emerging Markets22fund risk1.31%
Bonds     
Fidelity Government Money Market FundCU.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%
American Century Inflation Adjusted Bond Fund Investor ClassACITXC+U.S. Treasury - TIPS4fund risk0.47%
Loomis Sayles Bond Fund Admin ClassLBFAXC++Bond - U.S. High Yield5fund risk1.18%
Other     
Vanguard Dividend Appreciation Index Fund Investor SharesVDAIX Other0fund risk0.2%
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