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Brotherhood Mutual Insurance Company 401(K) 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 2035 FundFFTHXFU.S. All Cap23fund risk0.75%
Fidelity Freedom 2040 FundFFFFXFU.S. All Cap25fund risk0.75%
Fidelity Freedom 2045 FundFFFGXFU.S. All Cap25fund risk0.76%
Fidelity Freedom 2055 FundFDEEXFU.S. All Cap25fund risk0.78%
Fidelity Freedom 2050 FundFFFHXFU.S. All Cap25fund risk0.77%
T. Rowe Price Dividend Growth Fund Advisor ClassTADGXDU.S. Large Cap30fund risk0.93%
Fidelity 500 IndexFXAIXCU.S. Large Cap32fund risk0.02%
ClearBridge Aggressive Growth Fund Class ASHRAXCU.S. All Cap33fund risk1.23%
Fidelity Mid Cap IndexFSMDXC--U.S. Mid Cap34fund risk0.04%
Glenmede Small Cap Equity Portfolio Class AdvisorGTCSXF--U.S. Small Cap41fund risk0.91%
U.S. Equities - Growth     
Fidelity Capital Appreciation FundFDCAXF++U.S. All Cap - Growth32fund risk0.77%
Loomis Sayles Small Cap Growth Fund Retail ClassLCGRXF--U.S. Small Cap - Growth37fund risk1.25%
U.S. Equities - Value     
Fidelity Stock Selector Large Cap Value FundFSLVXC--U.S. All Cap - Value34fund risk0.71%
American Beacon Large Cap Value Fund Investor ClassAAGPXD--U.S. All Cap - Value36fund risk0.93%
Artisan Mid Cap Value Fund Investor ClassARTQXF--U.S. Mid Cap - Value37fund risk1.2%
Fidelity Value FundFDVLXD--U.S. Mid Cap - Value40fund risk0.65%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXB--Commodities19fund risk0.74%
First Eagle Gold Fund Class IFEGIXA++Gold33fund risk1%
Global & Intl. Equity     
Fidelity Freedom 2015 FundFFVFXA--Europe12fund risk0.6%
Fidelity Freedom 2020 FundFFFDXA--International Large Cap14fund risk0.64%
Fidelity Freedom 2025 FundFFTWXA--International Large Cap16fund risk0.69%
Fidelity Freedom 2030 FundFFFEXA--International Large Cap19fund risk0.71%
Fidelity International Discovery FundFIGRXA--Europe26fund risk0.98%
Fidelity Emerging Markets IndexFPADXA--Emerging Markets27fund risk0.1%
Fidelity Freedom Income FundFFFAXA--International Small Cap5fund risk0.44%
Fidelity Freedom 2005 FundFFFVXA--International Small Cap7fund risk0.54%
Fidelity Freedom 2010 FundFFFCXA--Europe9fund risk0.59%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Capital & Income FundFAGIXD--Bond - U.S. High Yield16fund risk0.71%
Fidelity Limited Term Government FundFFXSXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
DoubleLine Total Return Bond Fund Class IDBLTXD++Bond - Multi Sector4fund risk0.48%
Fidelity Total Bond FundFTBFXC++Bond - U.S. Corporate6fund risk0.45%
PIMCO Real Return Fund Administrative ClassPARRXD++U.S. Treasury - TIPS8fund risk0.7%
Other     
Rainier Small/Mid Cap Equity Fund Original SharesRIMSX Other0fund risk1.32%
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