Caresource Management Group 401(K) Retirement Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Freedom 2020 K6	fatkx	B	U.S. All Cap	10	0%
Fidelity Freedom 2025 K6	fdtkx	B	U.S. All Cap	11	0%
Fidelity Freedom 2030 K6	fgtkx	A	U.S. All Cap	13	0%
Fidelity Freedom 2035 K6	fwtkx	A	U.S. All Cap	16	0%
Fidelity Freedom 2055 K6	fctkx	A	U.S. All Cap	17	0%
Fidelity Freedom 2045 K6	fjtkx	A	U.S. All Cap	17	0%
Fidelity Freedom 2040 K6	fhtkx	A	U.S. All Cap	17	0%
Fidelity Freedom 2060 K6	fvtkx	A	U.S. All Cap	17	0%
Fidelity Freedom 2050 K6	fztkx	A	U.S. All Cap	17	0%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Virtus Ceredex Mid-Cap Value Equity R6		B++	U.S. Mid Cap	24	1.09%
Fidelity Freedom 2005 K6	fitkx	B	U.S. All Cap	5	0%
Fidelity Freedom 2010 K6	fotkx	B	U.S. All Cap	7	0%
Fidelity Freedom 2015 K6	fptkx	B	U.S. All Cap	8	0%
U.S. Equities - Growth
Fidelity Contrafund K6	FLCNX	C--	U.S. Large Cap - Growth	22	0%
Eagle Mid Cap Growth Fund Class R6	HRAUX	B--	U.S. Mid Cap - Growth	25	0.78%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
ClearBridge Small Cap Growth Fund Class I	SBPYX	B+	U.S. Small Cap - Growth	27	0.9%
U.S. Equities - Value
John Hancock Funds Disciplined Value Fund Class R6	JDVWX	A++	U.S. Large Cap - Value	24	0.73%
Fidelity Small Cap Value Fund	FCPVX	A++	U.S. Small Cap - Value	34	1.06%
Global & Intl. Equity
Fidelity International Index	FSPSX	B	International Large Cap	18	0.06%
The Hartford International Opportunities Fund Class I	IHOIX	A-	International Large Cap - Growth	19	0.9%
Fidelity Freedom Income K6	fytkx	B++	Emerging Markets	4	0%
Bonds
Wells Fargo Stable Value Fund C		C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Other
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information