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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     
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXFU.S. All Cap10fund risk0.17%
U.S. Equities - Growth     
Fidelity Magellan Fund Class KFMGKXD--U.S. Large Cap - Growth22fund risk0.39%
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth23fund risk0.56%
Small Cap FundC--U.S. Mid Cap - Growth28fund risk1.06%
U.S. Equities - Value     
Third Avenue Real Estate Value Fund Institutional ClassTAREXF++U.S. Mid Cap - Value24fund risk1.08%
Kinetics Paradigm Fund No Load ClassWWNPXA++U.S. All Cap - Value31fund risk1.64%
Global & Intl. Equity     
Fidelity Emerging Markets Discovery FundFEDDXA++Emerging Markets18fund risk1.39%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
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Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
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  • Make modifications and contribute to the plan information