Carl Zeiss Meditec

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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	10	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	12	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	A	U.S. All Cap	13	0%
Fidelity Freedom 2035 Fund Class K	FSNUX	A	U.S. All Cap	16	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	A	U.S. All Cap	17	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	A	U.S. All Cap	17	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	A	U.S. All Cap	17	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	A	U.S. All Cap	17	0%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Fidelity Freedom Income Class K	FNSHX	B	U.S. All Cap	4	0%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	5	0%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	7	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	8	0%
Fidelity Capital & Income Fund	FAGIX	A++	U.S. Mid Cap	9	0.71%
U.S. Equities - Growth
Loomis Sayles Small Cap Growth Fund Institutional Class	LSSIX	C+	U.S. Small Cap - Growth	26	0.94%
Fidelity Blue Chip Growth Fund Class K	FBGKX	A--	U.S. All Cap - Growth	27	0.6%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
U.S. Equities - Value
Fidelity Equity-Income Fund Class K	FEIKX	B+	U.S. Mega Cap - Value	19	0.52%
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	21	0.68%
T. Rowe Price Equity Income Fund	PRFDX	B++	U.S. All Cap - Value	25	0.67%
AllianzGI NFJ Small-Cap Value Fund Institutional Class	PSVIX	F++	U.S. Small Cap - Value	30	0.77%
Global & Intl. Equity
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	17	0.78%
Fidelity International Index	FSPSX	B	International Large Cap	18	0.06%
Invesco Developing Markets Fund R5 Class	GTDIX	C++	Emerging Markets	19	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
American Century Inflation Adjusted Bond Fund Institutional Class	AIANX	C+	U.S. Treasury - TIPS	4	0.27%

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