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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     
Fidelity Freedom 2020 FundFFFDXBU.S. All Cap10fund risk0.64%
Fidelity Freedom 2025 FundFFTWXBU.S. All Cap11fund risk0.69%
Fidelity Freedom 2030 FundFFFEXBU.S. All Cap13fund risk0.71%
Fidelity Freedom 2035 FundFFTHXAU.S. All Cap16fund risk0.75%
Fidelity Freedom 2050 FundFFFHXAU.S. All Cap17fund risk0.77%
Fidelity Freedom 2040 FundFFFFXAU.S. All Cap17fund risk0.75%
Fidelity Freedom 2055 FundFDEEXAU.S. All Cap17fund risk0.78%
Fidelity Freedom 2045 FundFFFGXAU.S. All Cap17fund risk0.76%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Vanguard Institutional Index Fund Institutional SharesVINIXDU.S. Large Cap21fund risk0.04%
Vanguard Small Capitalization Index Fund Investor SharesNAESXC++U.S. Small Cap27fund risk0.24%
Fidelity Freedom Income FundFFFAXBU.S. All Cap4fund risk0.44%
Fidelity Freedom 2005 FundFFFVXBU.S. All Cap5fund risk0.54%
Fidelity Freedom 2010 FundFFFCXBU.S. All Cap7fund risk0.59%
Fidelity Freedom 2015 FundFFVFXBU.S. All Cap8fund risk0.6%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth22fund risk0.66%
Vanguard Extended Market Index Fund Institutional SharesVIEIXA+U.S. Small Cap - Growth27fund risk0.08%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class AMACGXA--U.S. Mid Cap - Growth36fund risk0.95%
U.S. Equities - Value     
American Funds American Mutual Fund Class R-4RMFEXC+U.S. Mega Cap - Value17fund risk0.66%
Pioneer Disciplined Value Fund Class YCVFYXC++U.S. Large Cap - Value23fund risk0.85%
Perkins Mid Cap Value Fund Class IJMVAXF++U.S. Mid Cap - Value24fund risk0.63%
JPMorgan Small Cap Equity Fund Select ClassVSEIXC++U.S. Mid Cap - Value26fund risk0.99%
Global & Intl. Equity     
Fidelity International IndexFSPSXBInternational Large Cap18fund risk0.06%
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth19fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
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