Brierley & Partners, Inc. 401(K) Plan
Plan funds & ratings(as of 6/30/18)Help
| Name | Ticker | Rating | Category | Risk | Fees |
|---|---|---|---|---|---|
| U.S. Equities - Blend | |||||
| Fidelity Total Market Index | FSKAX | C | U.S. All Cap | 34% | 0.05% |
| Fidelity Mid Cap Index | FSMDX | C-- | U.S. Mid Cap | 36% | 0.04% |
| Fidelity Small Cap Index | FSSNX | C-- | U.S. Small Cap | 41% | 0.05% |
| Specialty | |||||
| Fidelity Real Estate Index | FSRNX | F-- | U.S. Real Estate | 43% | 0.07% |
| Global & Intl. Equity | |||||
| Fidelity Emerging Markets Index | FPADX | B- | Emerging Markets | 28% | 0.10% |
| Fidelity International Index | FSPSX | B-- | International Large Cap | 29% | 0.06% |
| Bonds | |||||
| Fidelity U.S. Bond Index | FXNAX | C++ | Bond - Multi Sector | 5% | 0.05% |
