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Ups Savings 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     
State Street Bank & Trust SSGA Aged Based Income FundC--U.S. Mid Cap12fund risk0%
State Street Bank & Trust SSGA Aged Based 2020 FundC--U.S. Mid Cap16fund risk0%
State Street Bank & Trust SSGA Aged Based 2025 FundC--U.S. Mid Cap19fund risk0%
State Street Bank & Trust SSGA Aged Based 2030 FundDU.S. All Cap21fund risk0%
State Street Bank & Trust SSGA Aged Based 2035 FundDU.S. All Cap23fund risk0%
State Street Bank & Trust SSGA Aged Based 2040 FundDU.S. All Cap25fund risk0%
State Street Bank & Trust SSGA Aged Based 2045 FundDU.S. All Cap26fund risk0%
State Street Bank & Trust SSGA Aged Based 2060 FundDU.S. All Cap27fund risk0%
State Street Bank & Trust SSGA Aged Based 2055 FundFU.S. All Cap27fund risk0%
State Street Bank & Trust SSGA Aged Based 2050 FundFU.S. All Cap27fund risk0%
SPDR S&P 500 ETF TrustSPYCU.S. Large Cap33fund risk0.09%
BlackRock Equity Index Fund FCU.S. Large Cap34fund risk0.04%
United Parcel Service, Inc.UPSD+U.S. Mega Cap37fund risk0%
BlackRock Extended Equity Index FundA--U.S. Small Cap38fund risk0.1%
Specialty     
BlackRock UPS Strategic Completion FundB--Commodities20fund risk0.74%
Global & Intl. Equity     
BlackRock World ex US Index FundB--International Large Cap29fund risk0.05%
BlackRock Emerging Markets Non-US Equity FundB--Emerging Markets33fund risk0.67%
Bonds     
BlackRock Government Short-Term Investment FundC+U.S. Treasury - Short1fund risk0.15%
BlackRock Short-Term Investment FundC++Bond - U.S. Corporate3fund risk0.41%
BlackRock Short Term Bond Index FundC++Bond - U.S. Corporate3fund risk0.45%
BlackRock US Debt Index FundB++Bond - Multi Sector5fund risk0.2%
State Street Bank & Trust Short-Term Investment FundF++Bond - U.S. Mortgages7fund risk0%
Other     
State Street Bank & Trust SSGA Aged Based 2015 Fund Other0fund risk0%
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