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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 Cap15fund risk0.02%
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap17fund risk0.08%
U.S. Equities - Growth     
BlackRock Small Cap Growth Equity Portfolio Institutional SharesPSGIXB--U.S. Small Cap - Growth20fund risk0.82%
Global & Intl. Equity     
Fidelity Diversified International FundFDIVXC--International Large Cap - Growth13fund risk0.92%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXD--Emerging Markets16fund risk1.09%
Bonds     
PIMCO Low Duration Fund Class APTLAXB++Bond - Multi Sector1fund risk0.8%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXB++Bond - Multi Sector3fund risk0.07%
PIMCO Investment Grade Corporate Bond Fund Class APBDAXB++Bond - U.S. Corporate3fund risk0.9%
PIMCO Total Return Fund Institutional ClassPTTRXB++Bond - Multi Sector3fund risk0.46%
Other     
Vanguard Developed Markets Index Fund Institutional SharesVIDMX Other0fund risk0.07%
John Hancock Small Company Fund Class IJCSIX Other0fund risk1.14%
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