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Cavu Resources, LLC

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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 Index 2025 Instl PremffedxCU.S. All Cap11fund risk0%
Fidelity Freedom Index 2030 Instl PremffegxCU.S. All Cap13fund risk0%
Fidelity Freedom Index 2035 Instl PremffezxCU.S. All Cap16fund risk0%
Fidelity Freedom Index 2040 Instl PremffizxCU.S. All Cap17fund risk0%
Fidelity Freedom Index 2060 Instl PremfflexCU.S. All Cap17fund risk0%
Fidelity Freedom Index 2045 Instl PremffolxCU.S. All Cap17fund risk0%
Fidelity Freedom Index 2055 Instl PremffldxCU.S. All Cap17fund risk0%
Fidelity Freedom Index 2050 Instl PremffopxCU.S. All Cap17fund risk0%
T. Rowe Price Dividend Growth IpdgixDU.S. All Cap19fund risk0%
State Street Equity 500 Index KsssyxDU.S. Large Cap21fund risk0%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
TIAA-CREF Small-Cap Blend Index Fund Institutional ClassTISBXC++U.S. Small Cap31fund risk0.07%
Fidelity Freedom Index Income Fund Investor ClassFIKFXCU.S. Large Cap4fund risk0.08%
Fidelity Freedom Index 2005 Instl PremffgfxCU.S. Large Cap5fund risk0%
Fidelity Freedom Index 2010 Instl PremffwtxCU.S. All Cap7fund risk0%
Fidelity Freedom Index 2015 Instl PremfiwfxCU.S. All Cap8fund risk0%
Fidelity Freedom Index 2020 Instl PremfiwtxCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
Janus Triton Fund Class NJGMNXC+U.S. Small Cap - Growth25fund risk0.68%
U.S. Equities - Value     
MFS Total Return Fund Class R6MSFKXB+U.S. Mega Cap - Value12fund risk0.41%
JPMorgan Equity Income Fund Class R6OIEJXC+U.S. Mega Cap - Value21fund risk0.53%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXC++U.S. Small Cap - Value31fund risk0.09%
Global & Intl. Equity     
BlackRock International Index Fund Class K SharesBTMKXBInternational Large Cap19fund risk0.3%
T. Rowe Price Overseas Stock FundTROSXAInternational Large Cap20fund risk0.86%
Bonds     
Invesco Stable Value FundCU.S. Cash / Money Market0fund risk0%
BlackRock Total Return Fund Class KMPHQXA-Bond - Multi Sector3fund risk0.61%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXC-Bond - Multi Sector3fund risk0.1%
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