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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 2030 ODU.S. Large Cap10fund risk0.15%
BTC Lifepath 2040 ODU.S. Large Cap13fund risk0.15%
BTC Lifepath 2050 ODU.S. Large Cap14fund risk0.15%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap17fund risk0.17%
BTC Lifepath Retirement OCU.S. All Cap6fund risk0.14%
BTC Lifepath 2020 OCU.S. All Cap7fund risk0.14%
U.S. Equities - Growth     
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXC+U.S. Large Cap - Growth20fund risk0.08%
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXC--U.S. Small Cap - Growth20fund risk0.08%
Artisan Mid Cap Fund Investor ClassARTMXCU.S. Mid Cap - Growth21fund risk1.22%
Fidelity Contrafund UnitsD+U.S. Large Cap - Growth21fund risk0.56%
Fidelity Growth Company UnitsF+U.S. All Cap - Growth23fund risk0.71%
U.S. Equities - Value     
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXC-U.S. Large Cap - Value15fund risk0.08%
DFA Sm/Mid Cap Value AccountD--U.S. Small Cap - Value18fund risk0.52%
Specialty     
PIMCO Inflation Response Multi-Asset Fund InstitutionalPIRMXC--Commodities5fund risk0.75%
Global & Intl. Equity     
Russell International ValueB--International Large Cap - Value14fund risk0.4%
Russell International GrowthB--International Large Cap - Growth15fund risk0.4%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXC--International Large Cap5fund risk0.18%
Bonds     
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXXD+U.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Institutional Plus SharesVBIPXC+U.S. Treasury - Short1fund risk0.05%
PIMCO Total Return Fund Institutional ClassPTTRXCBond - Multi Sector3fund risk0.46%
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