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Mastercard Savings Plan

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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     
State Street Target Retirement Fund Class KSSFOXB--U.S. Mid Cap12fund risk0%
State Street Target Retirement 2020 Fund Class KSSBOXB--U.S. Mid Cap17fund risk0%
State Street Target Retirement 2025 Fund Class KSSBSXCU.S. All Cap20fund risk0%
State Street Target Retirement 2030 Fund Class KSSBYXCU.S. All Cap22fund risk0%
State Street Target Retirement 2035 Fund Class KSSCKXCU.S. All Cap23fund risk0%
State Street Target Retirement 2040 Fund Class KSSCQXCU.S. All Cap25fund risk0%
State Street Target Retirement 2045 Fund Class KSSDEXDU.S. All Cap27fund risk0%
State Street Target Retirement 2060 Fund Class KSSDYXCU.S. All Cap27fund risk0%
State Street Target Retirement 2055 Fund Class KSSDQXDU.S. All Cap27fund risk0%
State Street Target Retirement 2050 Fund Class KSSDLXDU.S. All Cap28fund risk0%
U.S. Large Cap Equity Fund - PassiveCU.S. Large Cap33fund risk0.09%
U.S. Small-Mid Cap Equity Fund - PassiveB--U.S. Small Cap39fund risk0%
U.S. Equities - Growth     
U.S. Large Cap Growth Equity FundC++U.S. All Cap - Growth34fund risk0.56%
U.S. Small-Mid Cap Growth Equity FundA++U.S. Mid Cap - Growth36fund risk0.78%
U.S. Equities - Value     
U.S. Large Cap Value Equity FundD--U.S. All Cap - Value38fund risk0.65%
Specialty     
EB U.S. Real Estate Securities FundB--U.S. Real Estate41fund risk1.26%
Global & Intl. Equity     
Emerging Markets Equity FundA-Emerging Markets27fund risk1.25%
International Equity FundA--Europe28fund risk0.97%
International Equity Fund - PassiveB--International Large Cap30fund risk0.34%
Bonds     
U.S. Government Money Market FundCU.S. Cash / Money Market0fund risk0%
Intermediate Term Fixed Income FundC++U.S. Treasury - Short / Intermediate4fund risk0.14%
Inflation Protected Fixed Income FundC++U.S. Treasury - TIPS9fund risk0.19%
U.S. High Yield Fixed Income FundCBond - U.S. High Yield9fund risk0.59%
Other     
State Street Target Retirement 2015 Fund Class KSSBHX Other0fund risk0%
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