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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 2025 OCU.S. All Cap10fund risk0.14%
BTC Lifepath 2030 OCU.S. All Cap13fund risk0.15%
BTC Lifepath 2035 OCU.S. All Cap15fund risk0.15%
BTC Lifepath 2040 OCU.S. All Cap17fund risk0.15%
BTC Lifepath 2045 OCU.S. All Cap19fund risk0.15%
BTC Lifepath 2050 OCU.S. All Cap19fund risk0.15%
BTC Lifepath 2060 OCU.S. All Cap19fund risk0%
BTC Lifepath 2055 OCU.S. All Cap19fund risk0.15%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
BTC Lifepath Retirement OCU.S. All Cap8fund risk0.14%
U.S. Equities - Growth     
Fidelity Contrafund UnitsC--U.S. Large Cap - Growth23fund risk0.56%
Artisan Mid Cap Fund Investor ClassARTMXB--U.S. Mid Cap - Growth24fund risk1.22%
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXC--U.S. Large Cap - Growth24fund risk0.08%
Fidelity Growth Company UnitsA--U.S. All Cap - Growth27fund risk0.71%
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXC+U.S. Small Cap - Growth30fund risk0.08%
Microsoft CorporationMSFTF--U.S. Mega Cap - Growth30fund risk0%
U.S. Equities - Value     
PIMCO All Asset All Authority Fund Institutional ClassPAUIXA++U.S. Mid Cap - Value11fund risk0.18%
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXC++U.S. Large Cap - Value23fund risk0.08%
DFA Sm/Mid Cap Value AccountA++U.S. Small Cap - Value37fund risk0.52%
Global & Intl. Equity     
Russell International GrowthC-International Large Cap - Growth18fund risk0.4%
Russell International ValueC+International Large Cap - Value23fund risk0.4%
PIMCO Inflation Response Multi-Asset Fund InstitutionalPIRMXA++International Small Cap7fund risk0.75%
Blackrock Short-term Investment FundCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Institutional Plus SharesVBIPXC-U.S. Treasury - Short / Intermediate1fund risk0.05%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
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