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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 OB--U.S. Mid Cap13fund risk0.14%
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXB--U.S. Mid Cap16fund risk0.14%
BTC Lifepath 2030 ODU.S. All Cap20fund risk0.15%
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXDU.S. All Cap24fund risk0.15%
BTC Lifepath 2040 OFU.S. All Cap27fund risk0.15%
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXFU.S. All Cap30fund risk0.15%
BTC Lifepath 2050 OFU.S. All Cap31fund risk0.15%
BTC Lifepath 2060 OFU.S. All Cap31fund risk0%
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXFU.S. All Cap31fund risk0.15%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap34fund risk0.17%
U.S. Equities - Growth     
Artisan Mid Cap Fund Investor ClassARTMXA++U.S. Mid Cap - Growth31fund risk1.22%
Fidelity Contrafund UnitsC++U.S. Large Cap - Growth31fund risk0.56%
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXC++U.S. Large Cap - Growth33fund risk0.08%
Fidelity Growth Company UnitsA++U.S. All Cap - Growth34fund risk0.71%
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXC+U.S. Small Cap - Growth39fund risk0.08%
Microsoft CorporationMSFTA++U.S. Mega Cap - Growth40fund risk0%
U.S. Equities - Value     
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXC--U.S. Large Cap - Value35fund risk0.08%
DFA Sm/Mid Cap Value AccountC--U.S. Small Cap - Value46fund risk0.52%
Global & Intl. Equity     
PIMCO Inflation Response Multi-Asset Fund InstitutionalPIRMXB--International Small Cap11fund risk0.75%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXF--International Small Cap14fund risk0.18%
Russell International GrowthC-International Large Cap - Growth28fund risk0.4%
Russell International ValueB--International Large Cap - Value32fund risk0.4%
Bonds     
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 ClassPTTRXC++Bond - Multi Sector6fund risk0.46%
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