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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
BlackRock LifePath Index 2025 Fund Class K Shares
LIBKX
C
U.S. All Cap
10
0.14%
BlackRock LifePath Index 2030 Fund Class K Shares
LINKX
C
U.S. All Cap
13
0.15%
BlackRock LifePath Index 2035 Fund Class K Shares
LIJKX
C
U.S. All Cap
15
0.15%
BlackRock LifePath Index 2040 Fund Class K Shares
LIKKX
C
U.S. All Cap
17
0.15%
BlackRock LifePath Index 2045 Fund Class K Shares
LIHKX
C
U.S. All Cap
19
0.15%
BlackRock LifePath Index 2050 Fund Class K Shares
LIPKX
C
U.S. All Cap
19
0.15%
BlackRock LifePath Index 2060 Fund Class K
LIZKX
C
U.S. All Cap
19
0%
BlackRock LifePath Index 2055 Fund Class K Shares
LIVKX
C
U.S. All Cap
19
0.15%
Fidelity 500 Index
FXAIX
D
U.S. Large Cap
21
0.02%
Calvert U.S. Large Cap Core Responsible Index Fund Class I
CISIX
C
U.S. Large Cap
21
0.21%
iShares Total US Stock Market Index K
C
U.S. All Cap
21
0%
Fidelity Mid Cap Index
FSMDX
C++
U.S. Mid Cap
24
0.04%
Fidelity Small Cap Index
FSSNX
C++
U.S. Small Cap
31
0.05%
BlackRock LifePath Index Retirement Fund Class K Shares
LIRKX
C
U.S. All Cap
8
0.14%
Specialty
Fidelity Real Estate Index
FSRNX
C--
U.S. Real Estate
31
0.07%
Global & Intl. Equity
Fidelity International Index
FSPSX
B
International Large Cap
18
0.06%
Fidelity Emerging Markets Index
FPADX
C++
Emerging Markets
20
0.1%
Bonds
Guaranteed Portfolio Fund
C
U.S. Cash / Money Market
0
0%
Fidelity U.S. Bond Index
FXNAX
C-
Bond - Multi Sector
3
0.05%
Vanguard High-Yield Corporate Fund Admiral Shares
VWEAX
C++
Bond - U.S. High Yield
6
0.13%
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