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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 2020 Fund Class K
FSNOX
B
U.S. All Cap
10
0%
Target Retirement 2020
F
U.S. All Cap
10
0.17%
Fidelity Freedom 2025 Fund Class K
FSNPX
C
U.S. All Cap
12
0%
Moderate Portfolio
C
U.S. All Cap
12
0.16%
Target Retirement 2025
D
U.S. All Cap
12
0.18%
American Funds Balanced Portfolio Class A
BLPAX
C
U.S. All Cap
12
0.35%
Vanguard Wellington Fund Admiral Shares
VWENX
C
U.S. Large Cap
13
0.18%
Fidelity Freedom 2030 Fund Class K
FSNQX
A
U.S. All Cap
13
0%
Target Retirement 2030
C
U.S. All Cap
13
0.18%
Vanguard Star Fund Investor Shares
VGSTX
B
U.S. All Cap
13
0.34%
Target Retirement 2035
C
U.S. All Cap
14
0.19%
Fidelity Balanced Fund
FBALX
B
U.S. All Cap
15
0.57%
Aggressive Portfolio
C
U.S. All Cap
15
0.17%
Fidelity Freedom 2035 Fund Class K
FSNUX
A
U.S. All Cap
16
0%
Target Retirement 2040
C
U.S. All Cap
16
0.19%
Fidelity Freedom 2045 Fund Class K
FSNZX
A
U.S. All Cap
17
0%
Target Retirement 2045
C
U.S. All Cap
17
0.19%
Target Retirement 2055
C
U.S. All Cap
17
0.19%
Fidelity Freedom 2050 Fund Class K
FNSBX
A
U.S. All Cap
17
0%
Fidelity Freedom 2055 Fund Class K
FNSDX
A
U.S. All Cap
17
0%
Target Retirement 2050
C
U.S. All Cap
17
0.19%
American Funds Capital World Growth and Income Fund Class A
CWGIX
B
U.S. Large Cap
17
0.8%
Fidelity Freedom 2040 Fund Class K
FSNVX
A
U.S. All Cap
17
0%
American Funds Investment Company of America Class A
AIVSX
C
U.S. Large Cap
19
0.61%
American Funds Fundamental Investors Class A
ANCFX
B
U.S. Large Cap
19
0.63%
American Funds AMCAP Fund Class A
AMCPX
D
U.S. Large Cap
20
0.7%
Vanguard Global Equity Fund Investor Shares
VHGEX
B
U.S. All Cap
20
0.61%
Vanguard Growth and Income Fund Admiral Shares
VGIAX
C
U.S. Large Cap
21
0.26%
PIMCO StocksPLUS Fund Administrative Class
PPLAX
C
U.S. Large Cap
21
0.75%
Large Company Index
C
U.S. Large Cap
21
0.09%
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
C-
U.S. Mega Cap
21
0.16%
Vanguard PRIMECAP Core Fund Investor Shares
VPCCX
A
U.S. All Cap
21
0.5%
Total Stock Market Index
C
U.S. All Cap
21
0.05%
DFA U.S. Core Equity 1 Portfolio Institutional Class
DFEOX
B
U.S. All Cap
22
0.19%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
D++
U.S. Mid Cap
23
0.09%
Fidelity Small Cap Stock Fund
FSLCX
C++
U.S. Small Cap
26
0.67%
Vanguard Strategic Equity Fund Investor Shares
VSEQX
A++
U.S. Mid Cap
27
0.28%
Fidelity Leveraged Company Stock Fund
FLVCX
A
U.S. All Cap
27
0.82%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
C++
U.S. Small Cap
27
0.09%
Fidelity Stock Selector Small Cap Fund
FDSCX
B++
U.S. Small Cap
27
0.91%
Fidelity Export and Multinational Fund
FEXPX
F
U.S. All Cap
29
0.79%
Fidelity Freedom Income Class K
FNSHX
B
U.S. All Cap
4
0%
Fidelity Freedom 2005 Fund Class K
FSNJX
B
U.S. All Cap
5
0%
Income Plus Fund
C
U.S. All Cap
6
0.17%
Fidelity Freedom 2010 Fund Class K
FSNKX
B
U.S. All Cap
7
0%
Conservative Portfolio
C
U.S. All Cap
8
0.15%
Target Retirement 2015
F
U.S. Large Cap
8
0.17%
Fidelity Freedom 2015 Fund Class K
FSNLX
B
U.S. All Cap
8
0%
Fidelity Capital & Income Fund
FAGIX
A++
U.S. Mid Cap
9
0.71%
U.S. Equities - Growth
Fidelity Convertible Securities Fund
FCVSX
A--
U.S. Mid Cap - Growth
19
0.72%
American Funds SMALLCAP World Fund Class A
SMCWX
A--
U.S. Mid Cap - Growth
20
1.13%
American Funds New Perspective Fund Class A
ANWPX
A--
U.S. All Cap - Growth
20
0.79%
Fidelity Fund
FFIDX
C--
U.S. Large Cap - Growth
22
0.53%
American Funds The Growth Fund of America Class A
AGTHX
A--
U.S. All Cap - Growth
22
0.7%
Fidelity Capital Appreciation Fund
FDCAX
A--
U.S. All Cap - Growth
22
0.77%
Fidelity Independence Fund
FDFFX
D--
U.S. Large Cap - Growth
22
0.6%
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
22
0.66%
Fidelity Growth Discovery Fund
FDSVX
B--
U.S. All Cap - Growth
23
0.81%
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
B--
U.S. Mid Cap - Growth
24
0.09%
Large-Cap Growth Index
C--
U.S. Large Cap - Growth
24
0.08%
Fidelity Focused Stock Fund
FTQGX
D--
U.S. All Cap - Growth
25
0.89%
Fidelity OTC Portfolio
FOCPX
A--
U.S. Large Cap - Growth
25
0.74%
Fidelity Trend Fund
FTRNX
D--
U.S. All Cap - Growth
25
0.78%
Vanguard Explorer Fund Admiral Shares
VEXRX
A+
U.S. Small Cap - Growth
26
0.34%
Small-Cap Growth Index
C+
U.S. Small Cap - Growth
26
0%
Fidelity Growth Company
FDGRX
A--
U.S. All Cap - Growth
27
0.83%
Fidelity Blue Chip Growth Fund
FBGRX
A--
U.S. All Cap - Growth
27
0.74%
Small/Mid-Cap Index
A+
U.S. Small Cap - Growth
27
0.1%
U.S. Equities - Value
PIMCO All Asset All Authority Fund Institutional Class
PAUIX
A++
U.S. Mid Cap - Value
11
0.18%
American Funds American Mutual Fund Class A
AMRMX
C+
U.S. Mega Cap - Value
17
0.61%
Dodge & Cox Balanced Fund
DODBX
B++
U.S. All Cap - Value
18
0.53%
Vanguard Dividend Growth Fund Investor Shares
VDIGX
F+
U.S. Mega Cap - Value
19
0.31%
Fidelity Equity-Income Fund
FEQIX
B+
U.S. Mega Cap - Value
19
0.64%
American Funds Washington Mutual Investors Fund Class A
AWSHX
C+
U.S. Mega Cap - Value
19
0.6%
Vanguard Equity-Income Fund Admiral Shares
VEIRX
C+
U.S. Mega Cap - Value
21
0.21%
Fidelity Low-Priced Stock Fund
FLPSX
A++
U.S. All Cap - Value
21
0.79%
Vanguard Windsor II Fund Admiral Shares
VWNAX
A++
U.S. Large Cap - Value
22
0.28%
Large-Cap Value Index
C++
U.S. Large Cap - Value
23
0.08%
Fidelity Large Cap Stock Fund
FLCSX
B++
U.S. Large Cap - Value
23
0.88%
Dodge & Cox Global Stock Fund
DODWX
A++
U.S. All Cap - Value
25
0.65%
Fidelity Mid-Cap Stock Fund
FMCSX
A++
U.S. Mid Cap - Value
25
0.78%
Vanguard Windsor Fund Admiral Shares
VWNEX
C++
U.S. All Cap - Value
26
0.27%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
27
0.52%
Fidelity Dividend Growth Fund
FDGFX
F++
U.S. All Cap - Value
28
0.62%
DFA U.S. Vector Equity Portfolio Institutional Class
DFVEX
A++
U.S. Mid Cap - Value
28
0.32%
Fidelity Advisor Value Strategies Fund Class I
FASOX
A++
U.S. Mid Cap - Value
30
0.75%
Fidelity Small Cap Discovery Fund
FSCRX
A++
U.S. Mid Cap - Value
30
1.01%
International Business Machines Corp.
IBM
F+
U.S. Mega Cap - Value
31
0%
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
B++
U.S. Small Cap - Value
31
0.37%
Fidelity Value Fund
FDVLX
A++
U.S. Mid Cap - Value
31
0.65%
Small-Cap Value Index
C++
U.S. Small Cap - Value
31
0.09%
Vanguard Selected Value Fund Investor Shares
VASVX
B++
U.S. Mid Cap - Value
33
0.43%
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
A++
U.S. Small Cap - Value
36
0.37%
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
D+
U.S. Mega Cap - Value
8
0.18%
Specialty
Fidelity Real Estate Income Fund
FRIFX
A--
U.S. Real Estate
13
0.84%
PIMCO CommodityRealReturn Strategy Fund Administrative Class
PCRRX
A++
Commodities
15
0.99%
DFA Global Real Estate Securities Portfolio
DFGEX
B--
U.S. Real Estate
24
0.32%
Global REIT Stock Index
B--
U.S. Real Estate
27
0%
REIT Index
C--
U.S. Real Estate
27
0.1%
Fidelity Real Estate Investment Portfolio
FRESX
D--
U.S. Real Estate
28
0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class
PRRSX
A--
U.S. Real Estate
29
0%
Global & Intl. Equity
PIMCO All Asset Fund Administrative Class
PAALX
A++
International Small Cap
10
0.32%
Fidelity International Real Estate Fund
FIREX
F++
International Small Cap
14
1.14%
Fidelity International Small Cap Fund
FISMX
A++
International Small Cap
16
1.31%
Fidelity Pacific Basin Fund
FPBFX
A++
Emerging Markets
17
1.21%
Fidelity Diversified International Fund
FDIVX
B-
International Large Cap - Growth
17
0.92%
Fidelity Overseas Fund
FOSFX
B-
International Large Cap - Growth
17
1.06%
Fidelity Japan Fund
FJPNX
C++
Pacific
18
0.91%
Pacific Stock Index
C++
Pacific
18
0.12%
Fidelity International Discovery Fund
FIGRX
A-
International Large Cap - Growth
18
0.98%
American Funds International Growth and Income Fund Class A
IGAAX
A
International Large Cap
18
0.91%
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
A++
Emerging Markets
18
0.57%
Vanguard International Explorer Fund Investor Shares
VINEX
C++
International Small Cap
18
0.36%
Fidelity Europe Fund
FIEUX
A
Europe
19
1.02%
American Funds EuroPacific Growth Fund Class A
AEPGX
A-
International Large Cap - Growth
19
0.84%
DFA International Small Company Portfolio Institutional Class
DFISX
C++
International Small Cap
19
0.54%
DFA Large Cap International Portfolio Institutional Class
DFALX
B
International Large Cap
19
0.29%
International Real Estate Index
F++
International Small Cap
19
0%
American Funds New World Fund Class A
NEWFX
B++
Emerging Markets
19
1.06%
DFA Emerging Markets Portfolio Institutional Class
DFEMX
A++
Emerging Markets
19
0.57%
International Stock Market Index
C
International Large Cap
20
0.34%
Fidelity Canada Fund
FICDX
A
International Large Cap
20
0.86%
European Stock Index
C
Europe
20
0.12%
DFA International Small Cap Value Portfolio Institutional Class
DISVX
C++
International Small Cap
21
0.69%
Fidelity Emerging Asia Fund
FSEAX
A++
Emerging Markets
22
1.05%
Vanguard International Growth Fund Admiral Shares
VWILX
A++
Emerging Markets
23
0.35%
Emerging Market Stock Index
F++
Emerging Markets
23
0.67%
Fidelity China Region Fund
FHKCX
B++
Emerging Markets
23
0.98%
DFA International Value Portfolio Institutional Class
DFIVX
A+
International Large Cap - Value
24
0.43%
Fidelity Latin America Fund
FLATX
F++
International Small Cap
34
1.03%
PIMCO Global Bond (Unhedged) Fund Administrative Class
PADMX
B++
International Small Cap
5
0.8%
PIMCO Foreign Bond (Unhedged) Fund Administrative Class
PFUUX
D++
International Small Cap
7
0.75%
Bonds
Interest Income Fund
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Treasury Fund Admiral Shares
VFIRX
C-
U.S. Treasury - Short / Intermediate
1
0.1%
PIMCO Low Duration Fund Administrative Class
PLDAX
B-
Bond - Multi Sector
1
0.71%
Vanguard Short-Term Federal Fund Admiral Shares
VSGDX
C
Bond - U.S. Mortgages
1
0.1%
Fidelity Limited Term Government Fund
FFXSX
C-
U.S. Treasury - Short / Intermediate
1
0.45%
Fidelity Short-Term Bond Fund
FSHBX
B-
Bond - U.S. Corporate
1
0.45%
Vanguard Short-Term Bond Index Fund Admiral Shares
VBIRX
C-
U.S. Treasury - Short / Intermediate
1
0.1%
Fidelity GNMA Fund
FGMNX
C
Bond - U.S. Mortgages
1
0.45%
Vanguard Short-Term Investment-Grade Fund Admiral Shares
VFSUX
B-
Bond - U.S. Corporate
2
0.1%
Vanguard GNMA Fund Admiral Shares
VFIJX
C
Bond - U.S. Mortgages
2
0.11%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative Class
PGDAX
B++
Bond - U.S. High Yield
2
0.8%
Fidelity Intermediate Government Income Fund
FSTGX
C-
U.S. Treasury - Short / Intermediate
2
0.45%
PIMCO GNMA Fund Institutional Class
PDMIX
B
Bond - U.S. Mortgages
2
0.5%
PIMCO Moderate Duration Fund Institutional Class
PMDRX
B-
U.S. Treasury - Short / Intermediate
2
0.46%
Vanguard Long-Term Treasury Fund Admiral Shares
VUSUX
C--
U.S. Treasury - Long
13
0.1%
Long-Term Corporate Bond
D-
Bond - U.S. Corporate
13
0%
PIMCO Real Return Asset Fund Institutional Class
PRAIX
F+
U.S. Treasury - TIPS
13
0.55%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative Class
PFRAX
B-
Bond - U.S. Corporate
2
0.75%
Fidelity Intermediate Bond Fund
FTHRX
B-
Bond - Multi Sector
2
0.45%
Vanguard Intermediate-Term Treasury Fund Admiral Shares
VFIUX
C-
U.S. Treasury - Short / Intermediate
3
0.1%
PIMCO Total Return Fund Administrative Class
PTRAX
B-
Bond - Multi Sector
3
0.71%
PIMCO Long-Term U.S. Government Fund Administrative Class
PLGBX
F--
U.S. Treasury - Intermediate / Long
21
0.72%
High Yield & Emerging Market Bond
A++
Bond - U.S. High Yield
25
0%
Fidelity Government Income Fund
FGOVX
C--
U.S. Treasury - Intermediate / Long
3
0.45%
Dodge & Cox Income Fund
DODIX
B-
Bond - U.S. Corporate
3
0.43%
Total Bond Market
C-
Bond - Multi Sector
3
0.07%
Fidelity Total Bond Fund
FTBFX
C-
Bond - U.S. Corporate
3
0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares
VFIDX
C-
Bond - U.S. Corporate
3
0.1%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares
VBILX
C-
Bond - Multi Sector
3
0.1%
Fidelity Floating Rate High Income Fund
FFRHX
A++
Bond - U.S. High Yield
3
0.7%
American Funds Capital World Bond Fund Class A
CWBFX
D
Bond - Emerging Market
4
0.91%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C+
U.S. Treasury - TIPS
4
0.1%
PIMCO Real Return Fund Administrative Class
PARRX
C+
U.S. Treasury - TIPS
4
0.7%
PIMCO Diversified Income Fund Administrative Class
PDAAX
D++
Bond - U.S. High Yield
5
1%
Inflation Protected Bond
C+
U.S. Treasury - TIPS
5
0.2%
PIMCO Investment Grade Corporate Bond Fund Institutional Class
PIGIX
B-
Bond - U.S. Corporate
5
0.5%
Vanguard High-Yield Corporate Fund Admiral Shares
VWEAX
C++
Bond - U.S. High Yield
6
0.13%
Fidelity New Markets Income Fund
FNMIX
B
Bond - Emerging Market
6
0.84%
Fidelity High Income Fund
SPHIX
C++
Bond - U.S. High Yield
6
0.72%
PIMCO High Yield Fund Administrative Class
PHYAX
C++
Bond - U.S. High Yield
6
0.8%
Vanguard Long-Term Investment-Grade Fund Admiral Shares
VWETX
B-
Bond - Multi Sector
9
0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares
VBLLX
C-
Bond - Multi Sector
10
0.07%
Other
Vanguard Convertible Securities Fund Investor Shares
VCVSX
Other
0
0.63%
Vanguard Morgan Growth Fund Admiral Shares
VMRAX
Other
0
0.25%
Fidelity Global Balanced Fund
FGBLX
Other
0
1%
Fidelity Strategic Income Fund
FSICX
Other
0
0.69%
PIMCO Emerging Markets Bond Fund Administrative Class
PEBAX
Other
0
1.08%
PIMCO Emerging Local Bond Fund Administrative Class
PEBLX
Other
0
1.15%
PIMCO Mortgage-Backed Securities Fund Administrative Class
PMTAX
Other
0
0.75%
Fidelity Inflation-Protected Bond Index Fund Institutional Class
FIPBX
Other
0
0.07%
PIMCO Unconstrained Bond Fund Administrative Class
PUBFX
Other
0
1.15%
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