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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 500 IndexFXAIXCU.S. Large Cap32fund risk0.02%
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap36fund risk0.08%
U.S. Equities - Growth     
BlackRock Small Cap Growth Equity Portfolio Institutional SharesPSGIXB--U.S. Small Cap - Growth37fund risk0.82%
Global & Intl. Equity     
Fidelity Diversified International FundFDIVXB--International Large Cap - Growth27fund risk0.92%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXF--Emerging Markets27fund risk1.09%
PIMCO Low Duration Fund Class APTLAXC++Bond - Multi Sector2fund risk0.8%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXB++Bond - Multi Sector5fund risk0.07%
PIMCO Total Return Fund Institutional ClassPTTRXD++Bond - Multi Sector6fund risk0.46%
PIMCO Investment Grade Corporate Bond Fund Class APBDAXF++Bond - U.S. Corporate9fund risk0.9%
Vanguard Developed Markets Index Fund Institutional SharesVIDMX Other0fund risk0.07%
John Hancock Small Company Fund Class IJCSIX Other0fund risk1.14%
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