Oregon University System ORP:ous (Fidelity)

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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	FFFDX	B	U.S. All Cap	10	0.64%
Fidelity Freedom 2025 Fund	FFTWX	B	U.S. All Cap	11	0.69%
Fidelity Freedom 2030 Fund	FFFEX	B	U.S. All Cap	13	0.71%
Fidelity Freedom 2035 Fund	FFTHX	A	U.S. All Cap	16	0.75%
Fidelity Freedom 2050 Fund	FFFHX	A	U.S. All Cap	17	0.77%
Fidelity Freedom 2040 Fund	FFFFX	A	U.S. All Cap	17	0.75%
Fidelity Freedom 2055 Fund	FDEEX	A	U.S. All Cap	17	0.78%
Fidelity Freedom 2045 Fund	FFFGX	A	U.S. All Cap	17	0.76%
Neuberger Berman Socially Responsive Fund Trust Class	NBSTX	A	U.S. All Cap	20	1.04%
Neuberger Berman Socially Responsive Fund Investor Class	NBSRX	A	U.S. All Cap	20	0.87%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Vanguard Mid-Cap Index Fund Investor Shares	VIMSX	D++	U.S. Mid Cap	23	0.24%
Vanguard Small Capitalization Index Fund Investor Shares	NAESX	C++	U.S. Small Cap	27	0.24%
Fidelity Freedom Income Fund	FFFAX	B	U.S. All Cap	4	0.44%
Fidelity Freedom 2005 Fund	FFFVX	B	U.S. All Cap	5	0.54%
Fidelity Freedom 2010 Fund	FFFCX	B	U.S. All Cap	7	0.59%
Fidelity Freedom 2015 Fund	FFVFX	B	U.S. All Cap	8	0.6%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	22	0.66%
AMG TimesSquare Mid Cap Growth Fund Class I	TMDIX	B--	U.S. Mid Cap - Growth	23	1.04%
JPMorgan Small Cap Growth Fund Institutional Class	JISGX	C+	U.S. Small Cap - Growth	29	1%
U.S. Equities - Value
American Beacon Large Cap Value Fund Investor Class	AAGPX	B++	U.S. All Cap - Value	26	0.93%
Artisan Mid Cap Value Fund Investor Class	ARTQX	B++	U.S. Mid Cap - Value	29	1.2%
Westwood SmallCap Value Fund Institutional Class	WHGSX	F++	U.S. Small Cap - Value	32	1.14%
Victory Integrity Small-Cap Value Fund Class Y	VSVIX	C++	U.S. Small Cap - Value	39	1.25%
Global & Intl. Equity
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	A++	Emerging Markets	18	0.57%
Fidelity International Index	FSPSX	B	International Large Cap	18	0.06%
Dodge & Cox International Stock Fund	DODFX	B+	International Large Cap - Value	24	0.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Vanguard Total Bond Market Index Fund Investor Shares	VBMFX	C-	Bond - Multi Sector	3	0.2%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Vanguard Inflation-Protected Securities Fund Investor Shares	VIPSX	C+	U.S. Treasury - TIPS	4	0.2%
Other
Fidelity Freedom 2000	FFFBX		Other	0	0.44%

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