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Microsoft Corporation Savings Plus 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     
BTC Lifepath Retirement OCU.S. Mid Cap13fund risk0.14%
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXCU.S. All Cap17fund risk0.14%
BTC Lifepath 2030 OCU.S. All Cap21fund risk0.15%
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXDU.S. All Cap24fund risk0.15%
BTC Lifepath 2040 ODU.S. All Cap28fund risk0.15%
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXDU.S. All Cap31fund risk0.15%
BTC Lifepath 2050 ODU.S. All Cap32fund risk0.15%
BTC Lifepath 2060 ODU.S. All Cap32fund risk0%
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXDU.S. All Cap32fund risk0.15%
Vanguard 500 Index Fund Investor ClassVFINXDU.S. Large Cap34fund risk0.17%
U.S. Equities - Growth     
Artisan Mid Cap Fund Investor ClassARTMXA++U.S. Mid Cap - Growth33fund risk1.22%
Fidelity Contrafund UnitsD++U.S. Large Cap - Growth33fund risk0.56%
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXC++U.S. Large Cap - Growth35fund risk0.08%
Fidelity Growth Company UnitsA++U.S. All Cap - Growth36fund risk0.71%
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXC++U.S. Small Cap - Growth40fund risk0.08%
Microsoft CorporationMSFTF++U.S. Mega Cap - Growth44fund risk0%
U.S. Equities - Value     
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXC--U.S. Large Cap - Value36fund risk0.08%
DFA Sm/Mid Cap Value AccountD--U.S. Small Cap - Value48fund risk0.52%
Global & Intl. Equity     
PIMCO Inflation Response Multi-Asset Fund InstitutionalPIRMXBInternational Small Cap11fund risk0.75%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB-International Large Cap - Value15fund risk0.18%
Russell International GrowthCInternational Large Cap - Growth29fund risk0.4%
Russell International ValueC--International Large Cap - Value34fund risk0.4%
Blackrock Short-term Investment FundCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Institutional Plus SharesVBIPXB+Bond - Multi Sector2fund risk0.05%
PIMCO Total Return Fund Institutional ClassPTTRXB+Bond - Multi Sector5fund risk0.46%
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