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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 FundFFTHXBU.S. All Cap11fund risk0.75%
Fidelity Freedom 2055 FundFDEEXCU.S. All Cap12fund risk0.78%
Fidelity Freedom 2040 FundFFFFXCU.S. All Cap12fund risk0.75%
Fidelity Freedom 2050 FundFFFHXCU.S. All Cap12fund risk0.77%
Fidelity Freedom 2045 FundFFFGXCU.S. All Cap12fund risk0.76%
T. Rowe Price Dividend Growth Fund Advisor ClassTADGXBU.S. Large Cap13fund risk0.93%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Fidelity Mid Cap IndexFSMDXC-U.S. Mid Cap15fund risk0.04%
Fidelity Capital Appreciation FundFDCAXDU.S. Large Cap15fund risk0.77%
ClearBridge Aggressive Growth Fund Class ASHRAXDU.S. All Cap17fund risk1.23%
Glenmede Small Cap Equity Portfolio Class AdvisorGTCSXF--U.S. Small Cap19fund risk0.91%
Fidelity Freedom 2015 FundFFVFXBU.S. All Cap5fund risk0.6%
Fidelity Capital & Income FundFAGIXBU.S. All Cap6fund risk0.71%
Fidelity Freedom 2020 FundFFFDXBU.S. All Cap6fund risk0.64%
Fidelity Freedom 2025 FundFFTWXBU.S. All Cap7fund risk0.69%
Fidelity Freedom 2030 FundFFFEXBU.S. All Cap9fund risk0.71%
U.S. Equities - Growth     
Loomis Sayles Small Cap Growth Fund Retail ClassLCGRXD--U.S. Small Cap - Growth19fund risk1.25%
U.S. Equities - Value     
Fidelity Stock Selector Large Cap Value FundFSLVXCU.S. All Cap - Value13fund risk0.71%
American Beacon Large Cap Value Fund Investor ClassAAGPXCU.S. All Cap - Value15fund risk0.93%
Artisan Mid Cap Value Fund Investor ClassARTQXD-U.S. Mid Cap - Value16fund risk1.2%
Fidelity Value FundFDVLXB-U.S. Mid Cap - Value17fund risk0.65%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXD--Commodities12fund risk0.74%
Global & Intl. Equity     
Fidelity International Discovery FundFIGRXC+International Large Cap - Growth12fund risk0.98%
Fidelity Emerging Markets IndexFPADXC--Emerging Markets14fund risk0.1%
Fidelity Freedom Income FundFFFAXA+International Large Cap - Growth3fund risk0.44%
Fidelity Freedom 2005 FundFFFVXA+International Large Cap - Growth3fund risk0.54%
Fidelity Freedom 2010 FundFFFCXA+International Large Cap - Growth4fund risk0.59%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Fidelity Limited Term Government FundFFXSXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
DoubleLine Total Return Bond Fund Class IDBLTXC++U.S. Treasury - Intermediate3fund risk0.48%
Fidelity Total Bond FundFTBFXC++Bond - U.S. Corporate3fund risk0.45%
First Eagle Gold Fund Class IFEGIXA++U.S. Treasury - Short / Intermediate21fund risk1%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS4fund risk0.7%
Rainier Small/Mid Cap Equity Fund Original SharesRIMSX Other0fund risk1.32%
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