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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 2060 ODU.S. All Cap11fund risk0.74%
BTC Lifepath 2050 ODU.S. All Cap11fund risk0.15%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap12fund risk0.17%
BTC Lifepath Retirement OBU.S. All Cap6fund risk0.14%
BTC Lifepath 2030 OCU.S. All Cap8fund risk0.15%
BTC Lifepath 2040 OCU.S. All Cap10fund risk0.15%
U.S. Equities - Growth     
Fidelity Contrafund UnitsDU.S. Large Cap - Growth14fund risk0.56%
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXCU.S. Large Cap - Growth14fund risk0.08%
Artisan Mid Cap Fund Investor ClassARTMXD-U.S. Mid Cap - Growth17fund risk1.22%
Fidelity Growth Company UnitsCU.S. All Cap - Growth17fund risk0.71%
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXC--U.S. Small Cap - Growth17fund risk0.08%
Microsoft CorporationMSFTA+U.S. Mega Cap - Growth20fund risk0%
U.S. Equities - Value     
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXCU.S. Large Cap - Value11fund risk0.08%
DFA Sm/Mid Cap Value AccountF--U.S. Small Cap - Value18fund risk0.52%
Specialty     
PIMCO Inflation Response Multi-Asset Fund InstitutionalPIRMXACommodities5fund risk0.75%
Global & Intl. Equity     
Russell International GrowthBInternational Large Cap - Growth11fund risk0.4%
Russell International ValueA--International Large Cap - Value12fund risk0.4%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB++Emerging Markets4fund risk0.18%
Bonds     
Blackrock Short-term Investment FundC+U.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Institutional Plus SharesVBIPXC++U.S. Treasury - Short / Intermediate2fund risk0.05%
PIMCO Total Return Fund Institutional ClassPTTRXC++U.S. Treasury - Intermediate4fund risk0.46%
Other     
BTC Lifepath 2020 O Other0fund risk0.14%
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