High quality investment lineup for your plans

Investment Plan Line-up

  • High quality investment options
  • Low-cost index funds
  • Low-cost active mutual funds
  • No trading fees
  • Investments in almost all asset classes
  • Meets most adviser IPS
  • Limited investment turnover request
  • Plan participants are typically happy
  • Ability to create model portfolios
  • Fee average typically below 0.20%
  • Meets most all plan investment needs
  • Easily defendable investment line up
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Fund Name

Ticker

Category

Exp. Ratio

U.S. Stocks

Fidelity® Total Market Index Premium
FSTVX
Large Blend
0.02%
Fidelity® Large Cap Growth Index Fund Premium Class
FSUPX
Large Growth
0.04%
Fidelity® Large Cap Value Index Fund Premium Class
FLCHX
Large Value
0.04%
Fidelity® Mid Cap Index Premium
FSCKX
Mid Blend
0.02%
Vanguard Mid Cap Growth Index Admiral
VMGMX
Mid Growth
0.07%
Vanguard Mid Cap Value Index Admiral
VMVAX
Mid Value
0.07%
Fidelity® Small Cap Index Fund Premium Class
FSSVX
Small Blend
0.02%
Vanguard Small Cap Growth Index Admiral
VSGAX
Small Growth
0.07%
Vanguard Small Cap Value Index Admiral
VSIAX
Small Value
0.07%

International Stocks

DFA Global Equity Portfolio Institutional Class
DGEIX
Wrld Large Blend
0.30%
American Funds SMALLCAP World R6
RLLGX
Wrld Small/Mid Blend
0.70%
Fidelity® Total International Index Premium
FTIPX
Foreign Large Blend
0.06%
Vanguard FTSE All-Wld ex-US SmCp Idx Ins
VFSVX
Foreign Small/Mid
0.25%
Fidelity® Emerging Markets Idx Premium
FPMAX
Emerging Large Blend
0.08%

Specialty Funds

Fidelity® Real Estate Index Premium
FSRVX
Real Estate
0.07%
Fidelity® Four-in-One Index
FFNOX
70% to 85% Equity
0.11%
American Funds American Balanced Fund® Class R6
RLBGX
50% to 70% Equity
0.28%

Bond Funds

Fidelity® Short-Term Bond Index Fund Premium
FNSKX
Short-term
0.03%
Dodge & Cox Income Fund
DODIX
Intermediate-term
0.43%
Vanguard Interm-Term Govt Bd Idx Admiral
VSIGX
Intermediate Gov.
0.07%
Fidelity® High Income
SPHIX
High Yield Bond
0.70%
DFA Inflation-Protected Securities Port
DIPSX
Inflation-Protected
0.12%
Vanguard Total International Bond Index Admiral
VTABX
World Bond
0.11%

Money Market (Cash)

Fidelity® Government Money Market Fund
FZCXX
Cash/Money Mrkt