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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.

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Investment options available through Fidelity
Fund Name Notes Ticker/Report
Fidelity Freedom Index Income Fund  
Fidelity Freedom Index 2005 Fund  
Fidelity Freedom Index 2010 Fund  
Fidelity Freedom Index 2015 Fund
Fidelity Freedom Index 2020 Fund
Fidelity Freedom Index 2025 Fund
Fidelity Freedom Index 2030 Fund
Fidelity Freedom Index 2035 Fund
Fidelity Freedom Index 2040 Fund
Fidelity Freedom Index 2045 Fund
Fidelity Freedom Index 2050 Fund  
Fidelity Freedom Index 2055 Fund  
Fidelity Freedom Index 2060 Fund  
American Beacon Large Cap Value Fund Class Institutional  
Ariel Fund Institutional Class
Fidelity Contrafund Commingled Pool
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Fidelity Diversified International Fund - Class K
Fidelity Growth Company Commingled Pool
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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 Class  
Fidelity U.S. Bond Index Fund - Institutional Class  
Fidelity Extended Market Index Fund - Fidelity Advantage 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 Notes Ticker/Report
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
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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