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Zachry Corporation Employees' 401(K) Profit Sharing 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 Freedom 2020 Fund Class KFSNOXBU.S. All Cap10fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap12fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXAU.S. All Cap13fund risk0%
Fidelity Balanced FundFBALXBU.S. All Cap15fund risk0.57%
Fidelity Freedom 2035 Fund Class KFSNUXAU.S. All Cap16fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXAU.S. All Cap17fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXAU.S. All Cap17fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXAU.S. All Cap17fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXAU.S. All Cap17fund risk0%
Vanguard Institutional Index Fund Institutional SharesVINIXDU.S. Large Cap21fund risk0.04%
Baron Growth Fund Retail SharesBGRFXF++U.S. Mid Cap27fund risk1.3%
Fidelity Freedom Income Class KFNSHXBU.S. All Cap4fund risk0%
Fidelity Freedom 2005 Fund Class KFSNJXBU.S. All Cap5fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap8fund risk0%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth23fund risk0.56%
Conestoga Small Cap Fund Investors ClassCCASXD+U.S. Small Cap - Growth25fund risk1.1%
Fidelity Growth CompanyFDGRXA--U.S. All Cap - Growth27fund risk0.83%
U.S. Equities - Value     
Fidelity Low-Priced Stock Fund Class KFLPKXA++U.S. All Cap - Value21fund risk0.68%
T. Rowe Price Equity Income FundPRFDXB++U.S. All Cap - Value25fund risk0.67%
Fidelity Mid-Cap Stock FundFMCSXA++U.S. Mid Cap - Value25fund risk0.78%
Artisan Mid Cap Value Fund Investor ClassARTQXB++U.S. Mid Cap - Value29fund risk1.2%
American Beacon Small Cap Value Fund Investor ClassAVPAXC++U.S. Small Cap - Value36fund risk1.18%
Global & Intl. Equity     
Fidelity Diversified International Fund Class KFDIKXB-International Large Cap - Growth17fund risk0.78%
Dodge & Cox International Stock FundDODFXB+International Large Cap - Value24fund risk0.64%
Bonds     
Federated U.S. Treasury Cash Reserves Institutional SharesUTIXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
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