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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 OBU.S. All Cap12fund risk0.15%
BTC Lifepath 2050 OCU.S. All Cap13fund risk0.15%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap15fund risk0.17%
BTC Lifepath Retirement OAU.S. All Cap5fund risk0.14%
BTC Lifepath 2020 OAU.S. All Cap6fund risk0.14%
BTC Lifepath 2030 OBU.S. All Cap9fund risk0.15%
U.S. Equities - Growth     
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXCU.S. Large Cap - Growth19fund risk0.08%
Fidelity Contrafund UnitsDU.S. Large Cap - Growth19fund risk0.56%
Artisan Mid Cap Fund Investor ClassARTMXA++U.S. Mid Cap - Growth21fund risk1.22%
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXC--U.S. Small Cap - Growth21fund risk0.08%
Fidelity Growth Company UnitsFU.S. All Cap - Growth23fund risk0.71%
Microsoft CorporationMSFTAU.S. Mega Cap - Growth26fund risk0%
U.S. Equities - Value     
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXCU.S. Large Cap - Value13fund risk0.08%
DFA Sm/Mid Cap Value AccountF--U.S. Small Cap - Value18fund risk0.52%
Specialty     
PIMCO Inflation Response Multi-Asset Fund InstitutionalPIRMXA--Commodities4fund risk0.75%
Global & Intl. Equity     
BTC Lifepath 2060 OBInternational Large Cap - Growth12fund risk0.74%
Russell International ValueA--International Large Cap - Value13fund risk0.4%
Russell International GrowthBInternational Large Cap - Growth14fund risk0.4%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXBEmerging Markets5fund risk0.18%
Bonds     
Blackrock Short-term Investment FundC+U.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Institutional Plus SharesVBIPXB++U.S. Treasury - Short / Intermediate2fund risk0.05%
PIMCO Total Return Fund Institutional ClassPTTRXB++Bond - Multi Sector3fund risk0.46%
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