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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 Cap33fund risk0.02%
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap38fund risk0%
Rice Hall James Small Cap Portfolio Institutional ClassRHJMXD--U.S. Small Cap39fund risk1.41%
U.S. Equities - Growth     
Congress Mid Cap Growth Fund Institutional ClassIMIDXD++U.S. Mid Cap - Growth35fund risk0.75%
U.S. Equities - Value     
Fidelity Blue Chip Value FundFBCVXD--U.S. All Cap - Value37fund risk0.62%
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXD--U.S. All Cap - Value38fund risk0.27%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXC--U.S. Small Cap - Value45fund risk0.37%
Specialty     
Vanguard REIT Index Fund Institutional SharesVGSNXB--U.S. Real Estate41fund risk0.08%
Bonds     
Government PortfolioFRGXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional SharesVTSPXB++U.S. Treasury - TIPS2fund risk0.07%
PIMCO Total Return Fund Institutional ClassPTTRXC++Bond - Multi Sector6fund risk0.46%
Dreyfus International Bond Fund Class YDIBYXF++Bond - U.S. Corporate9fund risk0.74%
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