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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 2040 OCU.S. All Cap12fund risk0.15%
BTC Lifepath 2050 OCU.S. All Cap14fund risk0.15%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap17fund risk0.17%
BTC Lifepath 2020 OBU.S. All Cap6fund risk0.14%
BTC Lifepath 2030 OBU.S. All Cap10fund risk0.15%
U.S. Equities - Growth     
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXCU.S. Large Cap - Growth20fund risk0.08%
Fidelity Contrafund UnitsFU.S. Large Cap - Growth20fund risk0.56%
Artisan Mid Cap Fund Investor ClassARTMXCU.S. Mid Cap - Growth22fund risk1.22%
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXC--U.S. Small Cap - Growth22fund risk0.08%
Fidelity Growth Company UnitsFU.S. All Cap - Growth23fund risk0.71%
Microsoft CorporationMSFTAU.S. Mega Cap - Growth27fund risk0%
BTC Lifepath Retirement OAU.S. All Cap - Growth6fund risk0.14%
U.S. Equities - Value     
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXCU.S. Large Cap - Value15fund risk0.08%
DFA Sm/Mid Cap Value AccountF--U.S. Small Cap - Value21fund risk0.52%
Specialty     
PIMCO Inflation Response Multi-Asset Fund InstitutionalPIRMXA--Commodities5fund risk0.75%
Global & Intl. Equity     
BTC Lifepath 2060 OA--International Large Cap13fund risk0.74%
Russell International ValueB--International Large Cap - Value13fund risk0.4%
Russell International GrowthBInternational Large Cap - Growth14fund risk0.4%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB--Emerging Markets5fund 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++Bond - Multi Sector4fund risk0.46%
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