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Model N 401(k)

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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 2060 FundFDKVXCU.S. All Cap27fund risk0.45%
Fidelity 500 IndexFXAIXDU.S. Large Cap34fund risk0.02%
Scout Mid Cap FundUMBMXA--U.S. Mid Cap35fund risk1.07%
Glenmede Small Cap Equity Portfolio Class AdvisorGTCSXC--U.S. Small Cap45fund risk0.91%
U.S. Equities - Growth     
Artisan Mid Cap Fund Investor ClassARTMXA++U.S. Mid Cap - Growth32fund risk1.22%
Fidelity Contrafund FundFCNTXC++U.S. Large Cap - Growth32fund risk0.66%
Fidelity Capital Appreciation FundFDCAXD++U.S. All Cap - Growth34fund risk0.77%
Fidelity Extended Market IndexFSMAXCU.S. Small Cap - Growth39fund risk0%
U.S. Equities - Value     
Invesco Diversified Dividend Fund R5 ClassDDFIXD--U.S. Large Cap - Value31fund risk0.57%
American Century Large Company Value Fund Investor ClassALVIXB--U.S. Mega Cap - Value33fund risk0.85%
Fidelity Large Cap Stock FundFLCSXB--U.S. Large Cap - Value35fund risk0.88%
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXC--U.S. Mid Cap - Value40fund risk1.17%
Fidelity Small Cap Discovery FundFSCRXA--U.S. Small Cap - Value41fund risk1.01%
Fidelity Real Estate Investment PortfolioFRESXD--U.S. Real Estate41fund risk0.8%
Global & Intl. Equity     
Fidelity Diversified International FundFDIVXAInternational Large Cap - Growth28fund risk0.92%
Fidelity Global ex U.S. IndexFSGGXA--International Large Cap28fund risk0.1%
Wells Fargo Emerging Markets Equity Fund - Class AdminEMGYXB-Emerging Markets29fund risk1.48%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Capital & Income FundFAGIXBBond - U.S. High Yield16fund risk0.71%
Fidelity U.S. Bond IndexFXNAXC++Bond - Multi Sector5fund risk0.05%
PIMCO Total Return Fund Administrative ClassPTRAXB++Bond - Multi Sector5fund risk0.71%
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