Microsoft Corporation Savings Plus 401(k) Plan

Plan funds & ratings(as of 6/30/18)Help

Name Ticker Rating Category Risk Fees
BlackRock LifePath Index 2050 Fund Class K Shares LIPKX F U.S. Large Cap 11% 0.15%
Vanguard 500 Index Fund Investor Class VFINX C U.S. Large Cap 12% 0.17%
BlackRock LifePath Index Retirement Fund Class K Shares LIRKX D U.S. Large Cap 5% 0.14%
BlackRock LifePath Index 2020 Fund Class K Shares LIMKX D U.S. Large Cap 5% 0.14%
BlackRock LifePath Index 2030 Fund Class K Shares LINKX D U.S. Large Cap 8% 0.15%
BlackRock LifePath Index 2040 Fund Class K Shares LIKKX D U.S. Large Cap 10% 0.15%
Artisan Mid Cap Fund Investor Class ARTMX B+ U.S. Mid Cap - Growth 14% 1.22%
Vanguard Russell 1000 Growth Index Fund Institutional Shares VRGWX C++ U.S. Large Cap - Growth 14% 0.08%
Vanguard Russell 2000 Growth Index Fund Institutional Shares VRTGX C+ U.S. Small Cap - Growth 14% 0.08%
Fidelity Contrafund Fund Class K FCNKX D++ U.S. Large Cap - Growth 15% 0.56%
Fidelity Growth Company Fund Class K FGCKX D++ U.S. All Cap - Growth 16% 0.71%
Vanguard Russell 1000 Value Index Fund Institutional Shares VRVIX C-- U.S. Large Cap - Value 12% 0.08%
DFA U.S. Small Cap Value Portfolio Institutional Class DFSVX C- U.S. Small Cap - Value 14% 0.52%
PIMCO Inflation Response Multi-Asset Fund Institutional PIRMX D++ Commodities 5% 0.75%
iShares MSCI EAFE Growth ETF EFG B-- International Large Cap - Growth 12% 0.40%
iShares MSCI EAFE Value ETF EFV B-- International Large Cap - Value 12% 0.40%
PIMCO All Asset All Authority Fund Institutional Class PAUIX D-- Emerging Markets 5% 0.18%
US Cash / Money Market USCASH C+ U.S. Cash / Money Market 0% 0.00%
Vanguard Short-Term Bond Index Fund Institutional Plus Shares VBIPX C U.S. Treasury - Short 1% 0.05%
PIMCO Total Return Fund Institutional Class PTTRX C- Bond - Multi Sector 3% 0.46%
Fidelity Investments Money Market Funds Money Market Portfolio Institutional Class FNSXX Other 0% 0.00%