Benefits of using the recommend investment lineup

Recommended 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 almost all plan investment needs

  • Easily defendable investment line up

Fund Name

Ticker

Category

Exp. Ratio

U.S. Stocks

Fidelity® Total Market Index Premium
Large Blend
0.02%
Fidelity® Large Cap Growth Index Fund Premium Class
Large Growth
0.04%
Fidelity® Large Cap Value Index Fund Premium Class
Large Value
0.04%
Fidelity® Mid Cap Index Premium
Mid Blend
0.02%
Vanguard Mid Cap Growth Index Admiral
Mid Growth
0.07%
Vanguard Mid Cap Value Index Admiral
Mid Value
0.07%
Fidelity® Small Cap Index Fund Premium Class
Small Blend
0.02%
Vanguard Small Cap Growth Index Admiral
Small Growth
0.07%
Vanguard Small Cap Value Index Admiral
Small Value
0.07%

International Stocks

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

Specialty Funds

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

Bond Funds

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

Money Market (Cash)

Fidelity® Government Money Market Fund
FZCXX
Cash/Money Mrkt