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Specialty Systems 401(K) 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     
Fidelity Extended Market IndexFSMAXB--U.S. Small Cap15fund risk0%
Glenmede Small Cap Equity Portfolio Class AdvisorGTCSXD--U.S. Small Cap17fund risk0.91%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap7fund risk0.72%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXDU.S. Large Cap - Growth14fund risk0.66%
Fidelity Blue Chip Growth FundFBGRXDU.S. All Cap - Growth16fund risk0.74%
Victory RS Small Cap Growth Fund Class ARSEGXB--U.S. Small Cap - Growth18fund risk1.35%
U.S. Equities - Value     
Fidelity Mid-Cap Stock FundFMCSXB-U.S. Mid Cap - Value10fund risk0.78%
Commerce Value FundCFVLXCU.S. Large Cap - Value11fund risk0.66%
Fidelity Low-Priced Stock FundFLPSXAU.S. All Cap - Value11fund risk0.79%
MFS Value Fund Class R3MEIHXBU.S. Large Cap - Value11fund risk0.91%
Fidelity Growth & Income PortfolioFGRIXBU.S. All Cap - Value12fund risk0.67%
Fidelity Small Cap Discovery FundFSCRXB--U.S. Small Cap - Value14fund risk1.01%
JPMorgan Small Cap Value Fund Class APSOAXD--U.S. Small Cap - Value16fund risk1.24%
Invesco Diversified Dividend Fund Class RDDFRXBU.S. Large Cap - Value9fund risk1.11%
Specialty     
T. Rowe Price Real Estate AdvPAREXC+U.S. Real Estate12fund risk1.03%
Global & Intl. Equity     
Fidelity International IndexFSPSXBEurope10fund risk0.06%
Fidelity Diversified International FundFDIVXAInternational Large Cap - Growth11fund risk0.92%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Baird Short-Term Bond Fund Investor ClassBSBSXC+U.S. Treasury - Short1fund risk0.55%
Baird Core Plus Bond Fund Class InvestorBCOSXB++U.S. Treasury - Intermediate3fund risk0.55%
Fidelity High Income FundSPHIXC++Bond - U.S. High Yield3fund risk0.72%
Other     
Fidelity Money Market Trust Retirement Government Money Market PortfolioFGMXX Other0fund risk0%
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