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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
Target Retirement 2015
B
U.S. All Cap
11
0.17%
Conservative Portfolio
B
U.S. All Cap
13
0.15%
Target Retirement 2020
C
U.S. All Cap
16
0.17%
Target Retirement 2025
C
U.S. All Cap
19
0.18%
Moderate Portfolio
C
U.S. All Cap
19
0.16%
American Funds Balanced Portfolio Class A
BLPAX
C
U.S. All Cap
20
0.35%
Fidelity Freedom 2030 Fund Class K
FSNQX
B
U.S. All Cap
20
0%
Vanguard Star Fund Investor Shares
VGSTX
A
U.S. All Cap
21
0.34%
Target Retirement 2030
C
U.S. All Cap
21
0.18%
Vanguard Wellington Fund Admiral Shares
VWENX
D
U.S. All Cap
22
0.18%
Target Retirement 2035
C
U.S. All Cap
24
0.19%
Fidelity Balanced Fund
FBALX
A
U.S. All Cap
25
0.57%
Fidelity Freedom 2035 Fund Class K
FSNUX
B
U.S. All Cap
25
0%
Aggressive Portfolio
C
U.S. All Cap
25
0.17%
Target Retirement 2040
C
U.S. All Cap
26
0.19%
Fidelity Freedom 2045 Fund Class K
FSNZX
B
U.S. All Cap
27
0%
Fidelity Freedom 2040 Fund Class K
FSNVX
B
U.S. All Cap
27
0%
Fidelity Freedom 2055 Fund Class K
FNSDX
B
U.S. All Cap
28
0%
Fidelity Freedom 2050 Fund Class K
FNSBX
B
U.S. All Cap
28
0%
Target Retirement 2055
C
U.S. All Cap
29
0.19%
Target Retirement 2050
C
U.S. All Cap
29
0.19%
Target Retirement 2045
C
U.S. All Cap
29
0.19%
American Funds Capital World Growth and Income Fund Class A
CWGIX
C
U.S. All Cap
30
0.8%
American Funds Investment Company of America Class A
AIVSX
D
U.S. Large Cap
30
0.61%
American Funds AMCAP Fund Class A
AMCPX
C
U.S. Large Cap
31
0.7%
Vanguard Global Equity Fund Investor Shares
VHGEX
A
U.S. All Cap
31
0.61%
American Funds New Perspective Fund Class A
ANWPX
A
U.S. Large Cap
31
0.79%
Fidelity Low-Priced Stock Fund
FLPSX
F
U.S. Mid Cap
33
0.79%
American Funds Fundamental Investors Class A
ANCFX
D
U.S. All Cap
33
0.63%
American Funds Washington Mutual Investors Fund Class A
AWSHX
F
U.S. All Cap
34
0.6%
Vanguard PRIMECAP Core Fund Investor Shares
VPCCX
D
U.S. All Cap
34
0.5%
Large Company Index
C
U.S. Large Cap
34
0.09%
Vanguard Growth and Income Fund Admiral Shares
VGIAX
D
U.S. Large Cap
34
0.26%
Total Stock Market Index
C
U.S. All Cap
35
0.05%
PIMCO StocksPLUS Fund Administrative Class
PPLAX
F
U.S. Large Cap
35
0.75%
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
C
U.S. Mega Cap
35
0.16%
DFA U.S. Core Equity 1 Portfolio Institutional Class
DFEOX
D
U.S. All Cap
36
0.19%
Vanguard Windsor II Fund Admiral Shares
VWNAX
D
U.S. All Cap
36
0.28%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C
U.S. Mid Cap
36
0.09%
Fidelity Stock Selector Small Cap Fund
FDSCX
C+
U.S. Small Cap
37
0.91%
Fidelity Small Cap Stock Fund
FSLCX
F+
U.S. Small Cap
39
0.67%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
C
U.S. Mid Cap
40
0.09%
Vanguard Strategic Equity Fund Investor Shares
VSEQX
F
U.S. Mid Cap
40
0.28%
Fidelity Leveraged Company Stock Fund
FLVCX
A
U.S. Mid Cap
42
0.82%
Fidelity Export and Multinational Fund
FEXPX
F
U.S. Mid Cap
43
0.79%
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
F+
U.S. Small Cap
43
0.37%
High Yield & Emerging Market Bond
F++
U.S. Micro Cap
49
0%
Income Plus Fund
B
U.S. All Cap
10
0.17%
U.S. Equities - Growth
Fidelity Convertible Securities Fund
FCVSX
A++
U.S. Mid Cap - Growth
22
0.72%
American Funds SMALLCAP World Fund Class A
SMCWX
A++
U.S. Mid Cap - Growth
30
1.13%
American Funds The Growth Fund of America Class A
AGTHX
B++
U.S. All Cap - Growth
32
0.7%
Fidelity Contrafund Fund
FCNTX
D++
U.S. Large Cap - Growth
33
0.66%
Fidelity Fund
FFIDX
F++
U.S. Large Cap - Growth
34
0.53%
Fidelity Capital Appreciation Fund
FDCAX
C++
U.S. All Cap - Growth
35
0.77%
Fidelity Independence Fund
FDFFX
F++
U.S. Large Cap - Growth
35
0.6%
Fidelity Focused Stock Fund
FTQGX
D++
U.S. All Cap - Growth
35
0.89%
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
C++
U.S. Mid Cap - Growth
35
0.09%
Fidelity Trend Fund
FTRNX
A++
U.S. Large Cap - Growth
35
0.78%
Fidelity OTC Portfolio
FOCPX
D++
U.S. Mega Cap - Growth
35
0.74%
Large-Cap Growth Index
C++
U.S. Large Cap - Growth
35
0.08%
Fidelity Growth Discovery Fund
FDSVX
C++
U.S. All Cap - Growth
36
0.81%
Fidelity Growth Company
FDGRX
A++
U.S. All Cap - Growth
36
0.83%
Fidelity Blue Chip Growth Fund
FBGRX
A++
U.S. All Cap - Growth
37
0.74%
Small-Cap Growth Index
C++
U.S. Small Cap - Growth
37
0%
Vanguard Explorer Fund Admiral Shares
VEXRX
C++
U.S. Small Cap - Growth
38
0.34%
Small/Mid-Cap Index
C++
U.S. Small Cap - Growth
39
0.1%
U.S. Equities - Value
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
B--
U.S. Large Cap - Value
13
0.18%
Dodge & Cox Balanced Fund
DODBX
B--
U.S. All Cap - Value
28
0.53%
American Funds American Mutual Fund Class A
AMRMX
C--
U.S. Mega Cap - Value
29
0.61%
Fidelity Equity-Income Fund
FEQIX
B--
U.S. Mega Cap - Value
31
0.64%
Vanguard Dividend Growth Fund Investor Shares
VDIGX
A--
U.S. Mega Cap - Value
32
0.31%
Vanguard Equity-Income Fund Admiral Shares
VEIRX
C--
U.S. Mega Cap - Value
34
0.21%
Fidelity Large Cap Stock Fund
FLCSX
A--
U.S. Large Cap - Value
36
0.88%
Fidelity Mid-Cap Stock Fund
FMCSX
B--
U.S. Mid Cap - Value
36
0.78%
Large-Cap Value Index
C--
U.S. Large Cap - Value
36
0.08%
Dodge & Cox Global Stock Fund
DODWX
A--
U.S. All Cap - Value
37
0.65%
Vanguard Windsor Fund Admiral Shares
VWNEX
A--
U.S. All Cap - Value
40
0.27%
Dodge & Cox Stock Fund
DODGX
A--
U.S. All Cap - Value
40
0.52%
International Business Machines Corp.
IBM
F--
U.S. Mega Cap - Value
41
0%
DFA U.S. Vector Equity Portfolio Institutional Class
DFVEX
B--
U.S. Mid Cap - Value
41
0.32%
Fidelity Dividend Growth Fund
FDGFX
D--
U.S. All Cap - Value
41
0.62%
Fidelity Small Cap Discovery Fund
FSCRX
B--
U.S. Small Cap - Value
43
1.01%
Small-Cap Value Index
C--
U.S. Mid Cap - Value
44
0.09%
Fidelity Advisor Value Strategies Fund Class I
FASOX
B--
U.S. Mid Cap - Value
44
0.75%
Fidelity Value Fund
FDVLX
A--
U.S. Mid Cap - Value
45
0.65%
Vanguard Selected Value Fund Investor Shares
VASVX
B--
U.S. Mid Cap - Value
46
0.43%
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
C--
U.S. Small Cap - Value
47
0.37%
Specialty
PIMCO CommodityRealReturn Strategy Fund Administrative Class
PCRRX
A--
Commodities
20
0.99%
Fidelity Real Estate Income Fund
FRIFX
B--
U.S. Real Estate
24
0.84%
DFA Global Real Estate Securities Portfolio
DFGEX
C--
U.S. Real Estate
37
0.32%
Global REIT Stock Index
D--
U.S. Real Estate
39
0%
Fidelity Real Estate Investment Portfolio
FRESX
F--
U.S. Real Estate
41
0.8%
REIT Index
C--
U.S. Real Estate
42
0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class
PRRSX
B--
U.S. Real Estate
43
0%
Global & Intl. Equity
Fidelity Freedom 2010 Fund Class K
FSNKX
B
International Small Cap
11
0%
Fidelity Freedom 2015 Fund Class K
FSNLX
A
International Small Cap
13
0%
PIMCO All Asset Fund Administrative Class
PAALX
C
International Small Cap
14
0.32%
PIMCO All Asset All Authority Fund Institutional Class
PAUIX
B-
International Large Cap - Value
15
0.18%
Fidelity Freedom 2020 Fund Class K
FSNOX
A
International Small Cap
15
0%
Fidelity Freedom 2025 Fund Class K
FSNPX
A--
International Large Cap
17
0%
Fidelity International Real Estate Fund
FIREX
F
International Small Cap
24
1.14%
Fidelity Japan Fund
FJPNX
A++
Japan
25
0.91%
Fidelity International Small Cap Fund
FISMX
B
International Small Cap
25
1.31%
Fidelity Pacific Basin Fund
FPBFX
A+
Emerging Markets
26
1.21%
Pacific Stock Index
C+
Pacific
27
0.12%
Fidelity China Region Fund
FHKCX
A+
Emerging Markets
28
0.98%
Fidelity Overseas Fund
FOSFX
A--
Europe
28
1.06%
American Funds EuroPacific Growth Fund Class A
AEPGX
A
International Large Cap - Growth
28
0.84%
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
F+
Emerging Markets
28
0.57%
American Funds New World Fund Class A
NEWFX
A+
Emerging Markets
28
1.06%
Fidelity Diversified International Fund
FDIVX
B
International Large Cap - Growth
28
0.92%
Fidelity International Discovery Fund
FIGRX
A--
Europe
29
0.98%
DFA Emerging Markets Portfolio Institutional Class
DFEMX
C+
Emerging Markets
29
0.57%
International Real Estate Index
F
International Small Cap
29
0%
DFA International Small Company Portfolio Institutional Class
DFISX
C
International Small Cap
29
0.54%
Vanguard International Explorer Fund Investor Shares
VINEX
B
International Small Cap
29
0.36%
Fidelity Europe Fund
FIEUX
A--
Europe
30
1.02%
Fidelity Emerging Asia Fund
FSEAX
A+
Emerging Markets
30
1.05%
American Funds International Growth and Income Fund Class A
IGAAX
B--
Europe
30
0.91%
DFA Large Cap International Portfolio Institutional Class
DFALX
C--
International Large Cap
30
0.29%
DFA International Small Cap Value Portfolio Institutional Class
DISVX
F
International Small Cap
30
0.69%
Vanguard International Growth Fund Admiral Shares
VWILX
A
International Large Cap - Growth
31
0.35%
International Stock Market Index
C--
International Large Cap
31
0.34%
European Stock Index
C--
Europe
33
0.12%
Emerging Market Stock Index
C+
Emerging Markets
34
0.67%
Fidelity Canada Fund
FICDX
C--
Europe
34
0.86%
DFA International Value Portfolio Institutional Class
DFIVX
B--
International Large Cap - Value
36
0.43%
Fidelity Latin America Fund
FLATX
F+
Emerging Markets
49
1.03%
Fidelity Freedom Income Class K
FNSHX
A
International Small Cap
6
0%
Fidelity Freedom 2005 Fund Class K
FSNJX
B
International Small Cap
8
0%
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%
Vanguard Short-Term Federal Fund Admiral Shares
VSGDX
B+
Bond - Multi Sector
2
0.1%
Fidelity Limited Term Government Fund
FFXSX
C++
U.S. Treasury - Short / Intermediate
2
0.45%
Vanguard Short-Term Bond Index Fund Admiral Shares
VBIRX
B+
Bond - Multi Sector
2
0.1%
PIMCO Low Duration Fund Administrative Class
PLDAX
B+
Bond - Multi Sector
2
0.71%
Vanguard High-Yield Corporate Fund Admiral Shares
VWEAX
C
Bond - U.S. High Yield
11
0.13%
Fidelity Floating Rate High Income Fund
FFRHX
C
Bond - U.S. High Yield
11
0.7%
PIMCO High Yield Fund Administrative Class
PHYAX
C
Bond - U.S. High Yield
11
0.8%
Fidelity High Income Fund
SPHIX
C
Bond - U.S. High Yield
12
0.72%
Fidelity New Markets Income Fund
FNMIX
C
Bond - Emerging Market
12
0.84%
Vanguard Long-Term Investment-Grade Fund Admiral Shares
VWETX
B+
Bond - Multi Sector
14
0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares
VBLLX
B+
Bond - Multi Sector
15
0.07%
Fidelity Capital & Income Fund
FAGIX
A
Bond - U.S. High Yield
17
0.71%
Vanguard Long-Term Treasury Fund Admiral Shares
VUSUX
C++
U.S. Treasury - Long
19
0.1%
PIMCO Long-Term U.S. Government Fund Administrative Class
PLGBX
C++
U.S. Treasury - Long
20
0.72%
Fidelity Short-Term Bond Fund
FSHBX
C++
Bond - U.S. Corporate
2
0.45%
Fidelity GNMA Fund
FGMNX
C+
Bond - U.S. Mortgages
2
0.45%
Vanguard GNMA Fund Admiral Shares
VFIJX
C+
Bond - U.S. Mortgages
3
0.11%
Vanguard Short-Term Investment-Grade Fund Admiral Shares
VFSUX
B++
Bond - U.S. Corporate
3
0.1%
PIMCO Real Return Asset Fund Institutional Class
PRAIX
D++
U.S. Treasury - TIPS
23
0.55%
Long-Term Corporate Bond
D++
Bond - U.S. Corporate
24
0%
Fidelity Intermediate Government Income Fund
FSTGX
C++
U.S. Treasury - Short / Intermediate
3
0.45%
PIMCO Moderate Duration Fund Institutional Class
PMDRX
B+
Bond - Multi Sector
3
0.46%
PIMCO GNMA Fund Institutional Class
PDMIX
B+
Bond - U.S. Mortgages
3
0.5%
Fidelity Intermediate Bond Fund
FTHRX
B++
Bond - U.S. Corporate
4
0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative Class
PFRAX
B++
Bond - U.S. Corporate
4
0.75%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative Class
PGDAX
B++
Bond - U.S. Corporate
4
0.8%
Vanguard Intermediate-Term Treasury Fund Admiral Shares
VFIUX
C++
U.S. Treasury - Short / Intermediate
4
0.1%
Total Bond Market
B+
Bond - Multi Sector
5
0.07%
Dodge & Cox Income Fund
DODIX
B++
Bond - U.S. Corporate
5
0.43%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares
VFIDX
B++
Bond - U.S. Corporate
5
0.1%
PIMCO Total Return Fund Administrative Class
PTRAX
B+
Bond - Multi Sector
5
0.71%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares
VBILX
B+
Bond - Multi Sector
5
0.1%
Fidelity Government Income Fund
FGOVX
C++
U.S. Treasury - Intermediate
5
0.45%
Fidelity Total Bond Fund
FTBFX
B++
Bond - U.S. Corporate
6
0.45%
American Funds Capital World Bond Fund Class A
CWBFX
B++
Bond - U.S. Corporate
6
0.91%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C++
U.S. Treasury - TIPS
7
0.1%
PIMCO Global Bond (Unhedged) Fund Administrative Class
PADMX
A
Bond - Emerging Market
7
0.8%
PIMCO Real Return Fund Administrative Class
PARRX
C++
U.S. Treasury - TIPS
8
0.7%
PIMCO Diversified Income Fund Administrative Class
PDAAX
B
Bond - Emerging Market
9
1%
PIMCO Investment Grade Corporate Bond Fund Institutional Class
PIGIX
C++
Bond - U.S. Corporate
9
0.5%
Inflation Protected Bond
C++
U.S. Treasury - TIPS
9
0.2%
PIMCO Foreign Bond (Unhedged) Fund Administrative Class
PFUUX
A++
Bond - U.S. Corporate
10
0.75%
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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