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Experian Information Solutions Personal Investment 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     
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap10fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap12fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXAU.S. All Cap13fund risk0%
Fidelity Freedom 2035 Fund Class KFSNUXAU.S. All Cap16fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXAU.S. All Cap17fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXAU.S. All Cap17fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXAU.S. All Cap17fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXAU.S. All Cap17fund risk0%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Victory Diversified Stock Fund Class IVDSIXCU.S. Large Cap22fund risk0.82%
Fidelity Freedom Income Class KFNSHXBU.S. All Cap4fund risk0%
Fidelity Freedom 2005 Fund Class KFSNJXBU.S. All Cap5fund risk0%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap7fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap8fund risk0%
U.S. Equities - Growth     
Fidelity Puritan FundFPURXA--U.S. All Cap - Growth14fund risk0.57%
Harbor Small Cap Growth Fund Investor ClassHISGXB+U.S. Small Cap - Growth26fund risk1.2%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
AllianzGI NFJ Small-Cap Value Fund Institutional ClassPSVIXF++U.S. Small Cap - Value30fund risk0.77%
Global & Intl. Equity     
Fidelity Diversified International Fund Class KFDIKXB-International Large Cap - Growth17fund risk0.78%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Other     
Vanguard Morgan Growth Fund Investor SharesVMRGX Other0fund risk0.39%
Morgan Stanley Mid Cap Growth IDGRDX Other0fund risk0.72%
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