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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
Vanguard Star Fund Investor Shares
VGSTX
D
U.S. All Cap
10
0.34%
Fidelity Balanced Fund Class K
FBAKX
D
U.S. All Cap
11
0.46%
Fidelity Low-Priced Stock Fund Class K
FLPKX
F--
U.S. Mid Cap
13
0.68%
Fidelity Mid-Cap Stock Fund Class K
FKMCX
C--
U.S. Mid Cap
13
0.65%
American Funds Capital World Growth and Income Fund Class R-6
RWIGX
F
U.S. Large Cap
14
0.45%
Vanguard Global Equity Fund Investor Shares
VHGEX
F
U.S. All Cap
15
0.61%
American Funds Washington Mutual Investors Fund Class R-6
RWMGX
B
U.S. Large Cap
15
0.3%
American Funds Investment Company of America Class R-6
RICGX
D
U.S. Large Cap
15
0.3%
Fidelity Small Cap Stock Fund
FSLCX
D--
U.S. Small Cap
16
0.67%
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX
C--
U.S. Mid Cap
16
0.08%
American Funds Fundamental Investors Class R-6
RFNGX
C
U.S. Large Cap
17
0.31%
DFA U.S. Vector Equity Portfolio Institutional Class
DFVEX
D--
U.S. Small Cap
17
0.32%
DFA U.S. Core Equity 1 Portfolio Institutional Class
DFEOX
D
U.S. All Cap
17
0.19%
Vanguard Small-Cap Index Fund Institutional Shares
VSCIX
B--
U.S. Small Cap
17
0.08%
PIMCO StocksPLUS Fund Institutional Class
PSTKX
C
U.S. Large Cap
17
0.5%
Vanguard Growth and Income Fund Admiral Shares
VGIAX
C
U.S. Large Cap
17
0.26%
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
D--
U.S. Small Cap
17
0.37%
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
C+
U.S. Mega Cap
18
0.16%
Fidelity Stock Selector Small Cap Fund
FDSCX
B--
U.S. Small Cap
18
0.91%
Vanguard PRIMECAP Core Fund Investor Shares
VPCCX
B
U.S. All Cap
18
0.5%
Vanguard Strategic Equity Fund Investor Shares
VSEQX
D--
U.S. Mid Cap
19
0.28%
Fidelity Fund Class K
FFDKX
F+
U.S. Mega Cap
19
0.41%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. Large Cap
4
0.17%
Fidelity Freedom 2005 Fund Class K
FSNJX
C
U.S. Large Cap
4
0%
Fidelity Freedom 2010 Fund Class K
FSNKX
D
U.S. Large Cap
6
0%
Fidelity Freedom 2015 Fund Class K
FSNLX
D
U.S. All Cap
7
0%
Fidelity Freedom 2020 Fund Class K
FSNOX
D
U.S. All Cap
8
0%
Fidelity Freedom 2025 Fund Class K
FSNPX
D
U.S. All Cap
9
0%
American Funds American Balanced Fund Class R-6
RLBGX
C
U.S. Large Cap
9
0.29%
U.S. Equities - Growth
Fidelity Convertible Securities Fund
FCVSX
C
U.S. Mid Cap - Growth
12
0.72%
American Funds SMALLCAP World Fund Class R-6
RLLGX
F
U.S. Mid Cap - Growth
15
0.72%
American Funds New Perspective Fund Class R-6
RNPGX
F+
U.S. Large Cap - Growth
17
0.45%
Fidelity Fifty Fund
FFTYX
C+
U.S. All Cap - Growth
17
0.83%
American Funds AMCAP Fund Class R-6
RAFGX
D+
U.S. All Cap - Growth
17
0.37%
American Funds The New Economy Fund Class R-6
RNGGX
D+
U.S. All Cap - Growth
18
0.48%
American Funds The Growth Fund of America Class R-6
RGAGX
D+
U.S. All Cap - Growth
18
0.34%
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
C
U.S. Mid Cap - Growth
19
0.51%
Fidelity Independence Fund Class K
FDFKX
F+
U.S. All Cap - Growth
19
0.5%
Vanguard Explorer Fund Admiral Shares
VEXRX
A--
U.S. Small Cap - Growth
19
0.34%
Fidelity Capital Appreciation Fund Class K
FCAKX
D+
U.S. All Cap - Growth
19
0.63%
Fidelity Contrafund Fund Class K
FCNKX
D+
U.S. Large Cap - Growth
21
0.56%
Fidelity Growth Discovery Fund Class K
FGDKX
D+
U.S. Large Cap - Growth
21
0.67%
Vanguard Morgan Growth Fund Admiral Shares
VMRAX
C+
U.S. All Cap - Growth
21
0.25%
Fidelity Trend Fund
FTRNX
C+
U.S. All Cap - Growth
21
0.78%
Fidelity Leveraged Company Stock Fund Class K
FLCKX
F+
U.S. All Cap - Growth
21
0.68%
Fidelity Blue Chip Growth Fund Class K
FBGKX
B+
U.S. All Cap - Growth
22
0.6%
Fidelity OTC Portfolio Class K
FOCKX
D+
U.S. All Cap - Growth
23
0.6%
Fidelity Growth Company Fund Class K
FGCKX
F+
U.S. All Cap - Growth
23
0.71%
Fidelity Capital & Income Fund
FAGIX
F+
U.S. All Cap - Growth
6
0.71%
U.S. Equities - Value
Dodge & Cox Balanced Fund
DODBX
C-
U.S. All Cap - Value
10
0.53%
American Funds American Mutual Fund Class R-6
RMFGX
A-
U.S. Large Cap - Value
13
0.31%
Vanguard Dividend Growth Fund Investor Shares
VDIGX
A-
U.S. Large Cap - Value
14
0.31%
Fidelity Equity-Income Fund Class K
FEIKX
C-
U.S. Large Cap - Value
14
0.52%
Vanguard Equity-Income Fund Admiral Shares
VEIRX
B-
U.S. Large Cap - Value
15
0.21%
Fidelity Dividend Growth Fund Class K
FDGKX
C-
U.S. Large Cap - Value
15
0.47%
Fidelity Small Cap Discovery Fund
FSCRX
C--
U.S. Small Cap - Value
15
1.01%
Fidelity Advisor Value Strategies Fund Class K
FVSKX
F--
U.S. Mid Cap - Value
15
0.57%
Fidelity Value Fund Class K
FVLKX
F--
U.S. Mid Cap - Value
15
0.52%
Dodge & Cox Global Stock Fund
DODWX
F-
U.S. All Cap - Value
16
0.65%
Vanguard Windsor II Fund Admiral Shares
VWNAX
D-
U.S. Large Cap - Value
16
0.28%
Vanguard Selected Value Fund Investor Shares
VASVX
F--
U.S. Mid Cap - Value
16
0.43%
Vanguard Windsor Fund Admiral Shares
VWNEX
F-
U.S. All Cap - Value
16
0.27%
Fidelity Large Cap Stock Fund
FLCSX
D-
U.S. All Cap - Value
17
0.88%
Dodge & Cox Stock Fund
DODGX
C-
U.S. All Cap - Value
17
0.52%
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
D--
U.S. Small Cap - Value
18
0.37%
Fidelity Export and Multinational Fund Class K
FEXKX
F-
U.S. All Cap - Value
18
0.63%
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
C-
U.S. Large Cap - Value
5
0.18%
Vanguard Wellington Fund Admiral Shares
VWENX
B-
U.S. Large Cap - Value
10
0.18%
Specialty
PIMCO CommodityRealReturn Strategy Fund Institutional Class
PCRIX
F--
Commodities
12
0.74%
DFA Global Real Estate Securities Portfolio
DFGEX
B-
U.S. Real Estate
13
0.32%
Fidelity Real Estate Investment Portfolio
FRESX
A-
U.S. Real Estate
17
0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class
PRRSX
B-
U.S. Real Estate
17
0%
American Funds Capital World Bond Fund Class R-6
RCWGX
C+
Gold
4
0.52%
Fidelity Real Estate Income Fund
FRIFX
B-
U.S. Real Estate
5
0.84%
Global & Intl. Equity
Fidelity International Real Estate Fund
FIREX
B--
International Large Cap - Growth
10
1.14%
Fidelity International Small Cap Fund
FISMX
F--
International Large Cap - Growth
11
1.31%
DFA International Small Company Portfolio Institutional Class
DFISX
F--
International Large Cap - Growth
13
0.54%
Vanguard International Value Fund Investor Shares
VTRIX
C--
International Large Cap
13
0.43%
DFA Large Cap International Portfolio Institutional Class
DFALX
C--
International Large Cap
13
0.29%
DFA International Vector Equity Portfolio Institutional Class
DFVQX
F--
International Large Cap
13
0.51%
American Funds International Growth and Income Fund Class R-6
RIGGX
D--
International Large Cap - Growth
13
0.59%
Fidelity Canada Fund
FICDX
D--
International Large Cap - Growth
14
0.86%
Fidelity International Discovery Fund Class K
FIDKX
F--
International Large Cap - Growth
14
0.83%
Fidelity Overseas Fund Class K
FOSKX
D--
International Large Cap - Growth
14
0.9%
Vanguard International Explorer Fund Investor Shares
VINEX
F--
International Large Cap - Growth
14
0.36%
Fidelity Diversified International Fund Class K
FDIKX
D--
International Large Cap - Growth
14
0.78%
American Funds New World Fund Class R-6
RNWGX
C--
Emerging Markets
15
0.65%
DFA International Value Portfolio Institutional Class
DFIVX
D--
International Large Cap - Value
15
0.43%
American Funds EuroPacific Growth Fund Class R-6
RERGX
D--
International Large Cap - Growth
15
0.49%
Fidelity Europe Fund
FIEUX
C--
Europe
15
1.02%
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
B--
Emerging Markets
15
0.57%
Dodge & Cox International Stock Fund
DODFX
C--
Europe
15
0.64%
Fidelity Pacific Basin Fund
FPBFX
C--
Pacific
16
1.21%
DFA Emerging Markets Portfolio Institutional Class
DFEMX
B--
Emerging Markets
16
0.57%
Fidelity Japan Fund
FJPNX
C--
Pacific
17
0.91%
Vanguard International Growth Fund Admiral Shares
VWILX
B--
International Large Cap - Growth
18
0.35%
Fidelity China Region Fund
FHKCX
C--
Emerging Markets
22
0.98%
Fidelity Latin America Fund
FLATX
A--
Emerging Markets
25
1.03%
Fidelity Freedom Income Class K
FNSHX
C--
International Large Cap - Growth
3
0%
PIMCO Global Bond (Unhedged) Fund Institutional Class
PIGLX
D--
Europe
4
0.55%
PIMCO All Asset Fund Institutional Class
PAAIX
D--
Emerging Markets
5
0.07%
PIMCO All Asset All Authority Fund Institutional Class
PAUIX
C--
International Large Cap
5
0.18%
PIMCO Foreign Bond (Unhedged) Fund Institutional Class
PFUIX
C--
Europe
6
0.5%
PIMCO Emerging Local Bond Fund Institutional Class
PELBX
D--
Emerging Markets
9
0.9%
Bonds
US Cash / Money Market
USCASH
C+
U.S. Cash / Money Market
0
0%
Fidelity Short-Term Bond Fund
FSHBX
C+
U.S. Treasury - Short
1
0.45%
Vanguard Short-Term Treasury Fund Admiral Shares
VFIRX
C+
U.S. Treasury - Short
1
0.1%
Vanguard Short-Term Federal Fund Admiral Shares
VSGDX
C+
U.S. Treasury - Short / Intermediate
1
0.1%
Vanguard Short-Term Investment-Grade Fund Institutional Shares
VFSIX
C+
U.S. Treasury - Short / Intermediate
1
0.07%
PIMCO Low Duration III Fund Institutional Class
PLDIX
C
Bond - Multi Sector
1
0.5%
Fidelity Limited Term Government Fund
FFXSX
C+
U.S. Treasury - Short
1
0.45%
PIMCO Low Duration Fund Institutional Class
PTLDX
C
Bond - Multi Sector
1
0.46%
Vanguard Short-Term Bond Index Fund Institutional Shares
VBITX
C+
U.S. Treasury - Short
1
0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class
PFORX
C+
Bond - U.S. Municipals
2
0.5%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class
PGBIX
C-
Bond - Emerging Market
2
0.55%
PIMCO Unconstrained Bond Fund Institutional Class
PFIUX
C
Bond - Multi Sector
2
0.9%
Fidelity Floating Rate High Income Fund
FFRHX
D-
Bond - U.S. High Yield
2
0.7%
Fidelity Intermediate Government Income Fund
FSTGX
C+
U.S. Treasury - Short / Intermediate
2
0.45%
Dodge & Cox Income Fund
DODIX
C-
Bond - U.S. Corporate
2
0.43%
Fidelity Intermediate Bond Fund
FTHRX
C+
U.S. Treasury - Short / Intermediate
2
0.45%
PIMCO Moderate Duration Fund Institutional Class
PMDRX
C+
U.S. Treasury - Short / Intermediate
2
0.46%
Vanguard GNMA Fund Admiral Shares
VFIJX
C+
Bond - U.S. Mortgages
2
0.11%
Fidelity GNMA Fund
FGMNX
C+
Bond - U.S. Mortgages
2
0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares
VFIDX
C+
U.S. Treasury - Intermediate
2
0.1%
Fidelity Total Bond Fund
FTBFX
C-
Bond - U.S. Corporate
3
0.45%
PIMCO Mortgage-Backed Securities Fund Institutional Class
PTRIX
B
Bond - Multi Sector
3
0.5%
PIMCO GNMA Fund Institutional Class
PDMIX
C+
Bond - U.S. Mortgages
3
0.5%
Fidelity Government Income Fund
FGOVX
C+
U.S. Treasury - Intermediate
3
0.45%
Vanguard Intermediate-Term Treasury Fund Admiral Shares
VFIUX
C+
U.S. Treasury - Short / Intermediate
3
0.1%
PIMCO Total Return III Fund Institutional Class
PTSAX
C
Bond - Multi Sector
3
0.5%
PIMCO Diversified Income Fund Institutional Class
PDIIX
C-
Bond - Emerging Market
3
0.75%
Vanguard Inflation-Protected Securities Fund Institutional Shares
VIPIX
C
U.S. Treasury - TIPS
3
0.07%
PIMCO Real Return Fund Institutional Class
PRRIX
D
U.S. Treasury - TIPS
3
0.45%
PIMCO Total Return Fund Institutional Class
PTTRX
C
Bond - Multi Sector
3
0.46%
Vanguard Intermediate-Term Bond Index Fund Institutional Shares
VBIMX
C+
U.S. Treasury - Intermediate
3
0.07%
PIMCO Investment Grade Corporate Bond Fund Institutional Class
PIGIX
C
Bond - Multi Sector
3
0.5%
Fidelity High Income Fund
SPHIX
D-
Bond - U.S. High Yield
4
0.72%
Vanguard High-Yield Corporate Fund Admiral Shares
VWEAX
D-
Bond - U.S. High Yield
4
0.13%
PIMCO High Yield Fund Institutional Class
PHIYX
D-
Bond - U.S. High Yield
4
0.55%
PIMCO Emerging Markets Bond Fund Institutional Class
PEBIX
C-
Bond - Emerging Market
4
0.83%
Fidelity New Markets Income Fund
FNMIX
F-
Bond - Emerging Market
5
0.84%
Vanguard Long-Term Investment-Grade Fund Admiral Shares
VWETX
C-
Bond - U.S. Corporate
6
0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares
VBLLX
D+
U.S. Treasury - Long
7
0.07%
PIMCO Real Return Asset Fund Institutional Class
PRAIX
F
U.S. Treasury - TIPS
8
0.55%
PIMCO Long-Term U.S. Government Fund Institutional Class
PGOVX
C+
U.S. Treasury - Long
9
0.47%
Vanguard Long-Term Treasury Fund Admiral Shares
VUSUX
C+
U.S. Treasury - Long
9
0.1%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
Fidelity Global Balanced Fund
FGBLX
Other
0
1%
Fidelity Strategic Income Fund
FSICX
Other
0
0.69%
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