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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 Cap17fund risk0.02%
Fidelity Extended Market IndexFSMAXB--U.S. Small Cap19fund risk0%
Rice Hall James Small Cap Portfolio Institutional ClassRHJMXD--U.S. Small Cap19fund risk1.41%
U.S. Equities - Growth     
Congress Mid Cap Growth Fund Institutional ClassIMIDXBU.S. Mid Cap - Growth19fund risk0.75%
U.S. Equities - Value     
Fidelity Blue Chip Value FundFBCVXFU.S. Large Cap - Value13fund risk0.62%
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXFU.S. All Cap - Value17fund risk0.27%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value20fund risk0.37%
Specialty     
Vanguard REIT Index Fund Institutional SharesVGSNXB++U.S. Real Estate15fund risk0.08%
Dreyfus International Bond Fund Class YDIBYXD++Gold5fund risk0.74%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional SharesVTSPXC++U.S. Treasury - TIPS2fund risk0.07%
PIMCO Total Return Fund Institutional ClassPTTRXC++Bond - Multi Sector4fund risk0.46%
Other     
Government PortfolioFRGXX Other0fund risk0%
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