Fidelity Select Funds

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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Dividend Appreciation ETF	VIG	D	U.S. All Cap	19	0.1%
Pear Tree Quality Fund Ordinary Shares	USBOX	B	U.S. Large Cap	19	1.3%
Vanguard Total World Stock ETF	VT	C	U.S. All Cap	20	0.18%
Parnassus Core Equity Fund - Institutional Shares	PRILX	B-	U.S. Mega Cap	20	0.69%
SPDR Prt Lrg Cp Shs	SPLG	C	U.S. Large Cap	20	0%
iShares Core S&P 500 ETF	IVV	C	U.S. Large Cap	20	0.07%
Vanguard S&P 500 ETF	VOO	C	U.S. Large Cap	20	0.05%
Vanguard Large-Cap ETF	VV	C	U.S. Large Cap	20	0.09%
Vanguard Mega Cap ETF	MGC	C-	U.S. Mega Cap	21	0.11%
Columbia Contrarian Core Fund Class R4	CORRX	B	U.S. Large Cap	21	0.89%
Columbia Contrarian Core Fund Class R	CCCRX	B	U.S. Large Cap	21	1.39%
Schwab US Large-Cap ETF	SCHX	C	U.S. Large Cap	21	0.04%
Goldman Sachs Flexible Cap Growth Fund Class IR	GSLLX	D	U.S. Large Cap	21	1.01%
DFA U.S. Large Company Portfolio	DFUSX	C	U.S. Large Cap	21	0.09%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	21	0.05%
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	21	0.09%
WisdomTree Earnings 500 Fund	EPS	B	U.S. All Cap	21	0.28%
SCHICK TECHS Inc.	SCHK	C	U.S. Large Cap	21	0%
Vanguard Institutional Index Fund Institutional Shares	VINIX	D	U.S. Large Cap	21	0.04%
State Street Equity 500 Index K	sssyx	D	U.S. Large Cap	21	0%
Vanguard Russell 1000	VONE	C	U.S. Large Cap	21	0%
Fidelity U.S. Sustainability Index	FITLX	C	U.S. Large Cap	21	0%
Goldman Sachs U.S. Equity Insights Fund Class C	GSUSX	C-	U.S. Mega Cap	21	1.7%
Vanguard Total Stock Market ETF	VTI	C	U.S. All Cap	21	0.05%
Schwab US Broad Market ETF	SCHB	C	U.S. All Cap	21	0.06%
iShares Core S&P Total U.S. Stock Market ETF	ITOT	C	U.S. All Cap	21	0.07%
JPMorgan U.S. Equity Fund Class R5	JUSRX	C	U.S. Large Cap	21	0.59%
Natixis Funds Trust I U.S. Equity Opportunities Fund Class Y	NESYX	B	U.S. All Cap	22	1.05%
Payson Total Return Fund	PBFDX	C	U.S. Large Cap	22	1.01%
JPMorgan U.S. Large Cap Core Plus Fund Class R5 Shares	JCPRX	B-	U.S. Mega Cap	22	0.85%
Fidelity Mid Cap Index	FSMDX	C++	U.S. Mid Cap	24	0.04%
Fidelity Small Cap Index	FSSNX	C++	U.S. Small Cap	31	0.05%
U.S. Equities - Growth
MFS Mid Cap Growth Fund Class I	OTCIX	D--	U.S. Mid Cap - Growth	23	0.96%
iShares Core U.S. Growth ETF	IUSG	B--	U.S. All Cap - Growth	23	0.25%
SPDR S&P 500 Growth ETF	SPYG	C--	U.S. All Cap - Growth	23	0.2%
Vanguard Growth ETF	VUG	B--	U.S. Large Cap - Growth	24	0.09%
Schwab U.S. Large-Cap Growth ETF	SCHG	C--	U.S. Large Cap - Growth	24	0.07%
Vanguard Mega Cap Growth ETF	MGK	C--	U.S. Mega Cap - Growth	24	0.11%
Fidelity Blue Chip Growth Fund	FBGRX	A--	U.S. All Cap - Growth	27	0.74%
U.S. Equities - Value
FPA Crescent Fund	FPACX	A++	U.S. Large Cap - Value	18	1.14%
Fidelity Mega Cap Stock Fund	FGRTX	A+	U.S. Mega Cap - Value	22	0.68%
Wells Fargo Special Mid Cap Value Fund - Class Inst	WFMIX	C++	U.S. Mid Cap - Value	26	0.85%
Global & Intl. Equity
Fidelity International Index	FSPSX	B	International Large Cap	18	0.06%
Fidelity Emerging Markets Fund	FEMKX	B++	Emerging Markets	19	1.03%
Bonds
Fidelity Intermediate Bond Fund	FTHRX	B-	Bond - Multi Sector	2	0.45%
Vanguard Short-Term Corporate Bond ETF	VCSH	B-	Bond - U.S. Corporate	2	0%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Fidelity Investment Grade Bond Fund	FBNDX	C-	Bond - U.S. Corporate	3	0.45%
Vanguard Total Bond Market ETF	BND	C-	Bond - Multi Sector	3	0.08%
iShares Core U.S. Aggregate Bond ETF	AGG	C-	Bond - Multi Sector	3	0.08%
Fidelity Inflation - Protected Bond Index	FIPDX	C+	U.S. Treasury - TIPS	4	0.05%
Other
SPDR S&P/ASX 50 Fund	SFY		Other	0	0%
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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