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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 2030 FundFU.S. Large Cap10fund risk0%
State Street Bank & Trust SSGA Aged Based 2060 FundDU.S. All Cap10fund risk0%
State Street Bank & Trust SSGA Aged Based 2035 FundFU.S. Large Cap11fund risk0%
State Street Bank & Trust SSGA Aged Based 2040 FundFU.S. Large Cap11fund risk0%
State Street Bank & Trust SSGA Aged Based 2045 FundFU.S. Large Cap12fund risk0%
State Street Bank & Trust SSGA Aged Based 2055 FundFU.S. Large Cap12fund risk0%
State Street Bank & Trust SSGA Aged Based 2050 FundFU.S. Large Cap12fund risk0%
BlackRock Equity Index Fund FCU.S. Large Cap12fund risk0.04%
SPDR S&P 500 ETF TrustSPYCU.S. Large Cap13fund risk0.09%
BlackRock Extended Equity Index FundB--U.S. Small Cap15fund risk0.1%
State Street Bank & Trust SSGA Aged Based Income FundCU.S. Large Cap5fund risk0%
State Street Bank & Trust SSGA Aged Based 2015 FundDU.S. Large Cap6fund risk0%
State Street Bank & Trust SSGA Aged Based 2020 FundFU.S. Large Cap8fund risk0%
State Street Bank & Trust SSGA Aged Based 2025 FundFU.S. Large Cap9fund risk0%
U.S. Equities - Value     
United Parcel Service, Inc.UPSFU.S. All Cap - Value24fund risk0%
Specialty     
BlackRock UPS Strategic Completion FundBCommodities12fund risk0.74%
Global & Intl. Equity     
BlackRock World ex US Index FundB-International Large Cap12fund risk0.05%
BlackRock Emerging Markets Non-US Equity FundB--Emerging Markets15fund risk0.67%
Bonds     
State Street Bank & Trust Short-Term Investment FundC++Bond - Multi Sector1fund risk0%
BlackRock Government Short-Term Investment FundC+U.S. Treasury - Short1fund risk0.15%
BlackRock Short Term Bond Index FundC+U.S. Treasury - Short1fund risk0.45%
BlackRock Short-Term Investment FundC+U.S. Treasury - Short1fund risk0.41%
BlackRock US Debt Index FundB++U.S. Treasury - Intermediate3fund risk0.2%
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