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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%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares
VRIVX
C
U.S. All Cap
11
0%
American Funds American Balanced Fund Class R-6
RLBGX
C
U.S. Large Cap
12
0.29%
Fidelity Freedom 2025 Fund Class K
FSNPX
C
U.S. All Cap
12
0%
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%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares
VTTWX
C
U.S. All Cap
13
0%
Vanguard Star Fund Investor Shares
VGSTX
B
U.S. All Cap
13
0.34%
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares
VITFX
C
U.S. All Cap
14
0%
Fidelity Freedom 2035 Fund Class K
FSNUX
A
U.S. All Cap
16
0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares
VIRSX
C
U.S. All Cap
16
0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares
VITLX
C
U.S. All Cap
17
0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares
VILVX
C
U.S. All Cap
17
0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares
VTRLX
B
U.S. All Cap
17
0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares
VIVLX
C
U.S. All Cap
17
0%
Fidelity Freedom 2045 Fund Class K
FSNZX
A
U.S. All Cap
17
0%
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%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund
VSXFX
C
U.S. All Cap
17
0%
Fidelity Freedom 2040 Fund Class K
FSNVX
A
U.S. All Cap
17
0%
American Funds Capital World Growth and Income Fund Class R-6
RWIGX
B
U.S. Large Cap
17
0.45%
American Funds Investment Company of America Class R-6
RICGX
C
U.S. Large Cap
19
0.3%
American Funds Fundamental Investors Class R-6
RFNGX
C
U.S. Large Cap
19
0.31%
Vanguard Global Equity Fund Investor Shares
VHGEX
B
U.S. All Cap
20
0.61%
American Funds AMCAP Fund Class R-6
RAFGX
D
U.S. Large Cap
20
0.37%
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%
Vanguard Large Cap Growth (Russell 1000 Growth) Index Trust
C
U.S. Large Cap
21
0.08%
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
C-
U.S. Mega Cap
21
0.16%
Vanguard Total Stock Market Index Trust
C
U.S. All Cap
21
0.05%
Vanguard PRIMECAP Fund Admiral Shares
VPMAX
B
U.S. All Cap
21
0.36%
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%
Vanguard U.S. Multifactor Fund
A++
U.S. Mid Cap
26
0%
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 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%
Vanguard Institutional Target Retirement Income Fund Institutional Shares
VITRX
C
U.S. All Cap
6
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%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares
VITVX
D
U.S. All Cap
7
0%
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%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares
VITWX
C
U.S. All Cap
10
0%
U.S. Equities - Growth
Fidelity Puritan Fund
FPURX
A--
U.S. All Cap - Growth
14
0.57%
Fidelity Convertible Securities Fund
FCVSX
A--
U.S. Mid Cap - Growth
19
0.72%
American Funds SMALLCAP World Fund Class R-6
RLLGX
A--
U.S. Mid Cap - Growth
20
0.72%
American Funds The New Economy Fund Class R-6
RNGGX
A--
U.S. All Cap - Growth
20
0.48%
American Funds New Perspective Fund Class R-6
RNPGX
A--
U.S. All Cap - Growth
20
0.45%
American Funds The Growth Fund of America Class R-6
RGAGX
A--
U.S. All Cap - Growth
22
0.34%
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%
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%
Fidelity Growth Company
FDGRX
A--
U.S. All Cap - Growth
27
0.83%
Vanguard U.S Growth Fund Admiral Shares
VWUAX
C--
U.S. All Cap - Growth
27
0.31%
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%
Vanguard Small Cap Growth (Russell 2000 Growth) Index Trust
C+
U.S. Small Cap - Growth
30
0.08%
AQR Risk Parity Fund Class I
AQRIX
A--
U.S. All Cap - Growth
8
0.88%
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 R-6
RMFGX
C+
U.S. Mega Cap - Value
17
0.31%
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 R-6
RWMGX
C+
U.S. Mega Cap - Value
19
0.3%
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 Large Cap Value (Russell 1000 Value) Index Trust
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 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%
Vanguard Selected Value Fund Investor Shares
VASVX
B++
U.S. Mid Cap - Value
33
0.43%
Vanguard Small Cap Value (Russell 2000 Value) Index Trust
C++
U.S. Small Cap - Value
35
0.08%
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 Institutional Class
PCRIX
A++
Commodities
15
0.74%
DFA Global Real Estate Securities Portfolio
DFGEX
B--
U.S. Real Estate
24
0.32%
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%
Real Estate Investment Trust (BlackRock)
B--
U.S. Real Estate
29
0%
Global & Intl. Equity
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%
Total International Stock Market Index (State Street)
A
International Large Cap
18
0.14%
Fidelity International Discovery Fund
FIGRX
A-
International Large Cap - Growth
18
0.98%
American Funds International Growth and Income Fund Class R-6
RIGGX
A
International Large Cap
18
0.59%
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 R-6
RERGX
A-
International Large Cap - Growth
19
0.49%
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%
Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares
VEMRX
C++
Emerging Markets
19
0.1%
International Real Estate Index
F++
International Small Cap
19
0%
American Funds New World Fund Class R-6
RNWGX
B++
Emerging Markets
19
0.65%
DFA Emerging Markets Portfolio Institutional Class
DFEMX
A++
Emerging Markets
19
0.57%
Vanguard International Value Fund Investor Shares
VTRIX
A+
International Large Cap - Value
20
0.43%
Fidelity Canada Fund
FICDX
A
International Large Cap
20
0.86%
International Real Estate Index (BlackRock)
F++
International Small Cap
20
0%
European Stock Index
C
Europe
20
0.12%
DFA International Vector Equity Portfolio Institutional Class
DFVQX
D++
International Small Cap
20
0.51%
Fidelity Emerging Asia Fund
FSEAX
A++
Emerging Markets
22
1.05%
Vanguard International Growth Fund Admiral Shares
VWILX
A++
Emerging Markets
23
0.35%
Fidelity China Region Fund
FHKCX
B++
Emerging Markets
23
0.98%
Dodge & Cox International Stock Fund
DODFX
B+
International Large Cap - Value
24
0.64%
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%
Bonds
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%
PIMCO LOW DURATION ESG FUND
C++
Bond - U.S. High Yield
1
0.5%
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%
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 Mortgage-Backed Securities Fund Institutional Class
PTRIX
B
Bond - U.S. Mortgages
2
0.5%
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%
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%
PIMCO TOTAL RETURN ESG FUND
B-
Bond - Multi Sector
3
0.5%
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%
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%
PIMCO Income Fund Institutional Class
PIMIX
A++
Bond - U.S. High Yield
3
0.45%
Fidelity Advisor Floating Rate High Income Fund I Class
FFRIX
A++
Bond - U.S. High Yield
3
0.75%
Total Bond Market (Neuberger Berman)
C-
Bond - U.S. Corporate
3
0.45%
American Funds Capital World Bond Fund Class R-6
RCWGX
C
Bond - Emerging Market
4
0.52%
Fidelity Advisor Strategic Income Fund Class I
FSRIX
B++
Bond - U.S. High Yield
4
0.75%
Long Term Credit (Western Asset Mgmt.)
C-
Bond - U.S. Corporate
4
0.51%
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%
Long Term Credit (Loomis Sayles)
C++
Bond - U.S. High Yield
5
0.63%
Vanguard High-Yield Corporate Fund Admiral Shares
VWEAX
C++
Bond - U.S. High Yield
6
0.13%
PIMCO Dynamic Income Fund
XPDIX
A++
Bond - U.S. High Yield
6
0%
PIMCO Emerging Markets Bond Fund Institutional Class
PEBIX
B
Bond - Emerging Market
6
0.83%
Fidelity New Markets Income Fund
FNMIX
B
Bond - Emerging Market
6
0.84%
High Yield Debt (JP Morgan)
B++
Bond - U.S. High Yield
6
0.84%
Fidelity High Income Fund
SPHIX
C++
Bond - U.S. High Yield
6
0.72%
PIMCO High Yield Fund Institutional Class
PHIYX
C++
Bond - U.S. High Yield
6
0.55%
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
PIMCO Emerging Markets Local Currency
Other
0
0.85%
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