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Fund Overview

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Below is a brief review of the investment approach and an assessment of each investment option offered in the Self-Managed Plan.

 

Investment options available through Fidelity
Fund Name Ticker/Report
Fidelity Freedom® Index Income Fund - Institutional Premium Class
Fidelity Freedom Index 2005 Fund - Institutional Premium Class
Fidelity Freedom Index 2010 Fund - Institutional Premium Class
Fidelity Freedom Index 2015 Fund - Institutional Premium Class
Fidelity Freedom Index 2020 Fund - Institutional Premium Class
Fidelity Freedom Index 2025 Fund - Institutional Premium Class
Fidelity Freedom Index 2030 Fund - Institutional Premium Class
Fidelity Freedom Index 2035 Fund - Institutional Premium Class
Fidelity Freedom Index 2040 Fund - Institutional Premium Class
Fidelity Freedom Index 2045 Fund - Institutional Premium Class
Fidelity Freedom Index 2050 Fund - Institutional Premium Class
Fidelity Freedom Index 2055 Fund - Institutional Premium Class
Fidelity Freedom Index 2060 Fund - Institutional Premium Class
American Beacon Large Cap Value Plan Ahead Institutional Fund
Ariel Fund Institution Class
Fidelity Contrafund Commingled Pool
--
Fidelity Diversified International Commingled Pool
--
Fidelity Growth Company Commingled Pool
--
Fidelity Low-Priced Stock Fund - Class K
Fidelity Puritan Fund - Class K
Fidelity Real Estate Investment Portfolio
Managed Income Portfolio Class 2
--
PIMCO Total Return Fund Institutional Class
Fidelity 500 Index Fund - Institutional Premium Class
Fidelity U.S. Bond Index Fund - Institutional Class
Fidelity Extended Market Index Fund - Premium Class
Fidelity Global ex U.S. Index Fund - Institutional Class
Wells Fargo Small Company Growth Fund - Class R6

 

Investment options available through TIAA
Fund Name Ticker/Report
Dimensional Retirement Income Fund - Institutional
Dimensional 2005 Target Date Ret Income Fund - Institutional
Dimensional 2010 Target Date Ret Income Fund - Institutional
Dimensional 2015 Target Date Ret Income Fund - Institutional
Dimensional 2020 Target Date Ret Income Fund - Institutional
Dimensional 2025 Target Date Ret Income Fund - Institutional
Dimensional 2030 Target Date Ret Income Fund - Institutional
Dimensional 2035 Target Date Ret Income Fund - Institutional
Dimensional 2040 Target Date Ret Income Fund - Institutional
Dimensional 2045 Target Date Ret Income Fund - Institutional
Dimensional 2050 Target Date Ret Income Fund - Institutional
Dimensional 2055 Target Date Ret Income Fund - Institutional
Dimensional 2060 Target Date Ret Income Fund - Institutional
TIAA-CREF Lifecycle Index Income Fund - Institutional Class
TIAA-CREF Lifecycle Index 2010 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2015 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2020 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2025 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2030 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2035 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2040 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2045 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2050 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2055 Fund - Institutional Class
TIAA-CREF Lifecycle Index 2060 Fund - Institutional Class
CREF Bond Market Account R3
CREF Equity Index Account R3
CREF Global Equities Account R3
CREF Growth Account R3 (closed to new contributions as of July 2004)
CREF Inflation-Linked Bond Account R3
Vanguard Federal Money Market Fund - Investor Class
CREF Money Market Account R3
CREF Social Choice Account R3
CREF Stock Account R3
TIAA-CREF Large-Cap Growth Index - Institutional
TIAA Real Estate Account
TIAA Traditional Annuity
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