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Univar Usa Inc. Valued Investment Plan
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Fidelity Freedom 2020 Fund Class K
FSNOX
B
U.S. All Cap
10
0%
Fidelity Freedom 2025 Fund Class K
FSNPX
C
U.S. All Cap
12
0%
Fidelity Freedom 2030 Fund Class K
FSNQX
A
U.S. All Cap
13
0%
Fidelity Freedom 2035 Fund Class K
FSNUX
A
U.S. All Cap
16
0%
Fidelity Freedom 2045 Fund Class K
FSNZX
A
U.S. All Cap
17
0%
Fidelity Freedom 2050 Fund Class K
FNSBX
A
U.S. All Cap
17
0%
Fidelity Freedom 2060 Fund Class K
FNSFX
A
U.S. All Cap
17
0%
Fidelity Freedom 2055 Fund Class K
FNSDX
A
U.S. All Cap
17
0%
Fidelity Freedom 2040 Fund Class K
FSNVX
A
U.S. All Cap
17
0%
Fidelity 500 Index
FXAIX
D
U.S. Large Cap
21
0.02%
Fidelity Freedom Income Class K
FNSHX
B
U.S. All Cap
4
0%
Fidelity Freedom 2005 Fund Class K
FSNJX
B
U.S. All Cap
5
0%
Fidelity Freedom 2010 Fund Class K
FSNKX
B
U.S. All Cap
7
0%
Fidelity Freedom 2015 Fund Class K
FSNLX
B
U.S. All Cap
8
0%
U.S. Equities - Growth
T. Rowe Price New Horizons Fund
PRNHX
B--
U.S. Mid Cap - Growth
23
0.8%
Fidelity Growth Company Fund Class K
FGCKX
A--
U.S. All Cap - Growth
27
0.71%
Fidelity Extended Market Index
FSMAX
A+
U.S. Small Cap - Growth
27
0%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund Class K
FLPKX
A++
U.S. All Cap - Value
21
0.68%
AllianzGI NFJ Dividend Value Fund Institutional Class
NFJEX
F+
U.S. Mega Cap - Value
21
0.7%
Delaware Small Cap Value Fund Class R
DVLRX
D++
U.S. Small Cap - Value
35
1.5%
Global & Intl. Equity
Fidelity Diversified International Fund Class K
FDIKX
B-
International Large Cap - Growth
17
0.78%
Fidelity International Index
FSPSX
B
International Large Cap
18
0.06%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Fidelity U.S. Bond Index
FXNAX
C-
Bond - Multi Sector
3
0.05%
Dodge & Cox Income Fund
DODIX
B-
Bond - U.S. Corporate
3
0.43%
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