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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     
JPMorgan SmartRetirement 2025 Fund Class Institutional SharesJNSIXCU.S. All Cap11fund risk0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional SharesJSMIXCU.S. All Cap13fund risk0.04%
JPMorgan SmartRetirement 2035 Fund Class Institutional SharesSRJIXBU.S. All Cap15fund risk0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional SharesSMTIXBU.S. All Cap17fund risk0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional SharesJSAIXBU.S. All Cap18fund risk0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional SharesJFFIXBU.S. All Cap18fund risk1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional SharesJTSIXBU.S. All Cap19fund risk0.04%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
JPMorgan SmartRetirement Income Fund Class Institutional SharesJSIIXBU.S. All Cap7fund risk0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional SharesJTTIXBU.S. All Cap8fund risk0.03%
U.S. Equities - Growth     
Fidelity Puritan FundFPURXA--U.S. All Cap - Growth14fund risk0.57%
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth23fund risk0.56%
Fidelity Extended Market IndexFSMAXA+U.S. Small Cap - Growth27fund risk0%
Lord Abbett Developing Growth Fund Class ILADYXA--U.S. Mid Cap - Growth32fund risk0.76%
U.S. Equities - Value     
Fidelity Low-Priced Stock Fund Class KFLPKXA++U.S. All Cap - Value21fund risk0.68%
BlackRock Equity Dividend Fund Institutional SharesMADVXC++U.S. All Cap - Value22fund risk0.72%
Artisan Mid Cap Value Fund Investor ClassARTQXB++U.S. Mid Cap - Value29fund risk1.2%
Fidelity Small Cap Discovery FundFSCRXA++U.S. Mid Cap - Value30fund risk1.01%
Global & Intl. Equity     
Fidelity Diversified International Fund Class KFDIKXB-International Large Cap - Growth17fund risk0.78%
Fidelity International IndexFSPSXBInternational Large Cap18fund risk0.06%
Harbor International Fund Institutional ClassHAINXAInternational Large Cap19fund risk0.74%
Columbia Acorn International Fund Class ZACINXA-International Large Cap - Growth19fund risk0.93%
Oppenheimer Developing Markets Fund Class YODVYXD++Emerging Markets20fund risk1.01%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Long - Term Treasury Bond IndexFNBGXD--U.S. Treasury - Long13fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC+U.S. Treasury - TIPS4fund risk0.12%
JPMorgan SmartRetirement 2015 Fund Institutional Class SharesJSFIX Other0fund risk0.03%
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