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Mass General Brigham Savings Plan
Mass General Brigham strives to provide retirement benefits that will help you build a secure financial future. For more information on your plan details, you are invited to contact the Mass General Brigham Savings Plan Service Center at Fidelity Investments by calling 1-855-999-1PHS (1747).
Below is a performance summary of all the investments in your plan available through Fidelity. Click on an investment to view quarter-end returns, risks, fees and expenses.
To view a performance summary of all the investments in your plan available through TIAA, click here.
These are products that can offer an easy-to-manage diversified portfolio in a single fund. They may contain many different asset classes, including stocks, bonds, and short-term investments. While different funds are arranged according to different asset allocations, what they all do is provide you with the opportunity to own a diversified portfolio with just one fund.
Depending on your retirement savings plan, there are two options to consider: Target Date Funds which are based on an anticipated retirement date and Target Allocation Funds that are based on a risk tolerance and time horizon.
Note: The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate, therefore you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Click on an investment to view quarter end returns, risk, fees and expenses. 1,2,3,4.
INVESTMENTS | ASSET CLASS | CATEGORY | AVERAGE ANNUAL TOTAL RETURNS | CUMULATIVE RETURNS | ||||||
---|---|---|---|---|---|---|---|---|---|---|
1 Yr |
3 Yr |
5 Yr |
10 Yr |
Life |
3 Mon |
YTD |
As of Date |
|||
VANG TARGET RET 2020
Inception Date 06/07/2006 |
Blended Investments* |
N/A |
13.06% |
1.51% |
5.84% |
5.60% |
6.12% |
4.78% |
9.01% |
08/31/2024 |
VANG TARGET RET 2025
Inception Date 10/27/2003 |
Blended Investments* |
N/A |
15.25% |
2.12% |
6.95% |
6.31% |
6.77% |
5.18% |
10.55% |
08/31/2024 |
VANG TARGET RET 2030
Inception Date 06/07/2006 |
Blended Investments* |
N/A |
16.74% |
2.69% |
7.91% |
6.89% |
6.90% |
5.49% |
11.72% |
08/31/2024 |
VANG TARGET RET 2035
Inception Date 10/27/2003 |
Blended Investments* |
N/A |
17.98% |
3.26% |
8.84% |
7.44% |
7.63% |
5.66% |
12.75% |
08/31/2024 |
VANG TARGET RET 2040
Inception Date 06/07/2006 |
Blended Investments* |
N/A |
19.14% |
3.81% |
9.76% |
7.97% |
7.63% |
5.75% |
13.61% |
08/31/2024 |
VANG TARGET RET 2045
Inception Date 10/27/2003 |
Blended Investments* |
N/A |
20.24% |
4.33% |
10.68% |
8.44% |
8.35% |
5.86% |
14.55% |
08/31/2024 |
VANG TARGET RET 2050
Inception Date 06/07/2006 |
Blended Investments* |
N/A |
21.12% |
4.72% |
10.98% |
8.59% |
8.00% |
5.97% |
15.21% |
08/31/2024 |
VANG TARGET RET 2055
Inception Date 08/18/2010 |
Blended Investments* |
N/A |
21.14% |
4.73% |
10.97% |
8.57% |
10.30% |
5.97% |
15.22% |
08/31/2024 |
VANG TARGET RET 2060
Inception Date 01/19/2012 |
Blended Investments* |
N/A |
21.16% |
4.74% |
10.98% |
8.57% |
10.12% |
5.97% |
15.21% |
08/31/2024 |
VANG TARGET RET 2065
Inception Date 07/12/2017 |
Blended Investments* |
N/A |
21.16% |
4.76% |
10.97% |
-- |
9.60% |
5.96% |
15.26% |
08/31/2024 |
VANG TARGET RET 2070
Inception Date 06/28/2022 |
Blended Investments* |
N/A |
21.20% |
-- |
-- |
-- |
16.08% |
5.97% |
15.23% |
08/31/2024 |
VANG TARGET RET INC
Inception Date 10/27/2003 |
Blended Investments* |
N/A |
11.63% |
1.07% |
4.19% |
4.20% |
5.03% |
4.48% |
7.90% |
08/31/2024 |
Core funds are designed to constitute the essential elements of your overall investment portfolio. Different fund companies define core funds differently, but typically these funds include several types of investments that are suitable for most investors, making it easier to get the investment exposure they want without buying a huge number of individual stocks, funds, or other securities.
You may choose from a range of fund choices that reflect different styles and goals.
Note: The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate, therefore you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Click on an investment to view quarter end returns, risk, fees and expenses. 1,2,3,4.
You may lose money by investing in a money market fund. Not all money market funds operate the same way and depending on the fund, you may be subject to certain operating policies and risks not applicable to other money market funds. Please click on the name of the fund below for risks specific to that fund.
INVESTMENTS | ASSET CLASS | CATEGORY | AVERAGE ANNUAL TOTAL RETURNS | CUMULATIVE RETURNS | ||||||
---|---|---|---|---|---|---|---|---|---|---|
1 Yr |
3 Yr |
5 Yr |
10 Yr |
Life |
3 Mon |
YTD |
As of Date |
|||
ARTISAN GLBL VAL IS
Inception Date 12/10/2007 |
Stock Investments |
N/A |
24.47% |
8.15% |
11.70% |
8.18% |
8.44% |
4.48% |
14.03% |
08/31/2024 |
VANG EXT MKT IDX INS
Inception Date 12/21/1987 |
Stock Investments |
N/A |
20.42% |
-0.66% |
10.66% |
8.91% |
10.66% |
6.34% |
10.43% |
08/31/2024 |
VANG FTSE SOC IDX IS
Inception Date 01/14/2003 |
Stock Investments |
N/A |
27.95% |
7.74% |
15.95% |
13.44% |
7.20% |
7.73% |
20.88% |
08/31/2024 |
VANG INST INDEX PLUS
Inception Date 07/31/1990 |
Stock Investments |
N/A |
27.11% |
9.35% |
15.90% |
12.97% |
10.69% |
7.39% |
21.18% |
08/31/2024 |
VANG TOT INTL STK IS
Inception Date 04/29/1996 |
Stock Investments |
N/A |
17.76% |
1.97% |
7.80% |
4.64% |
5.04% |
4.42% |
11.79% |
08/31/2024 |
FID SUSTN BOND IDX
Inception Date 06/19/2018 |
Bond Investments |
N/A |
7.06% |
-2.15% |
-0.15% |
-- |
1.56% |
4.78% |
4.43% |
08/31/2024 |
IS ST TIPS BD IDX K
Inception Date 02/16/2016 |
Bond Investments |
N/A |
6.20% |
2.14% |
3.26% |
-- |
2.81% |
2.13% |
4.94% |
08/31/2024 |
IS US AGG BD IDX K
Inception Date 07/02/1993 |
Bond Investments |
N/A |
7.35% |
-2.07% |
-0.02% |
1.60% |
4.27% |
4.91% |
4.69% |
08/31/2024 |
PIM GL ADV STR BD IS
Inception Date 02/05/2009 |
Bond Investments |
N/A |
8.35% |
-0.20% |
1.63% |
1.70% |
3.48% |
2.86% |
4.67% |
08/31/2024 |
VANG VMMR-FED MMKT
Inception Date 07/13/1981 7 day yield % as of 08/31/2024: 5.26 ** |
Short-Term Investments |
N/A |
5.42% |
3.40% |
2.24% |
1.56% |
3.93% |
1.34% |
3.90% |
08/31/2024 |
A self-directed brokerage account allows you to make investments beyond those offered in your workplace retirement savings plan.
For more information or to open a self-directed brokerage account, first enroll in your Fidelity workplace retirement savings plan. Then visit www.netbenefits.com > Quick Links > BrokerageLink where you can open an account or review additional information, including the commission schedule for applicable fees and risks.
BrokerageLink includes investments beyond those in your plan's lineup. You should compare investments and share classes that are available in your plan's lineup with those available through BrokerageLink, and determine the available investment and share class that is appropriate for your situation. The plan fiduciary neither evaluates nor monitors the investments available through BrokerageLink. It is your responsibility to ensure that the investments you select are suitable for your situation, including your goals, time horizon, and risk tolerance.
Are you focused on building retirement savings or a retirement income stream?
Annuities are investment products issued by insurance companies that can help you save for retirement, generate a stream of income in retirement, or both. There are different types of annuities with different purposes.
INVESTMENTS | ASSET CLASS | CATEGORY | AVERAGE ANNUAL TOTAL RETURNS | CUMULATIVE RETURNS | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 Yr |
3 Yr |
5 Yr |
10 Yr |
Life |
3 Mon |
YTD |
As of Date |
||||||||||
TIAA TRADITIONAL ACC
|
Bond Investments |
N/A |
To view more information about this investment option, visit TIAA. |
-- |
-- |
-- |
-- |
-- |
-- |
|
|||||||
CREF STOCK ACCT R2
Inception Date 01/31/1973 |
Stock Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
|||||||
CREF MONEY MKT ACCT
Inception Date 04/01/1988 7 day yield % as of 08/28/2024: 0.05 ** |
Short-Term Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
|||||||
NUVEEN MMKT FUND
Inception Date 07/01/1999 7 day yield % as of 08/31/2024: 5.24 ** |
Short-Term Investments |
N/A |
5.37% |
3.35% |
2.20% |
1.53% |
1.96% |
1.32% |
3.93% |
08/31/2024 |
|||||||
TIAA REAL ESTATE
Inception Date 10/02/1995 |
Other Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
Learn more about the four-tier investment structure within the plan.
See how a change as small as a 1% increase in your contribution to your workplace savings plan can make a big difference for the future.
Review the plan details, investment options and enrollment steps.
Call for a consultation to discuss and plan for your needs.
Fidelity | 800-642-7131 | (mention employer as Mass General Brigham) |
TIAA | 800-842-2776 | |
The providers above are independent entities and are not legally affiliated.
Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. Call or write to Fidelity or visit Fidelity.com for a free prospectus and, if available, summary prospectus containing this information. Read it carefully.
** The current yield of the money market mutual fund listed above reflects the current earnings of the fund, while the total return refers to a specific past holding period.
*** The yield without applicable waivers or reimbursements, whenever Fidelity is subsidizing all or a portion of the fund's expenses as of the current reporting period. Absent such waivers or reimbursements, the returns would have been lower. Waivers and/or reimbursements may be discontinued any time.
Investing involves risk, including risk of loss.
Principal value, income payments, and investment returns of a variable annuity will fluctuate and you may have a gain or loss when money is received or withdrawn.
Footnotes 1, 2, 3 and 4 below pertain to the performance tables located on the Investment Options tab:
1 Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.
2 Total returns are historical and include change in share price and reinvestment of dividends and capital gains, if any. These figures do not include the effect of sales charges, if any, as these fees are waived for contributions made through your retirement plan. If sales charges were included, returns would have been lower. Life of fund figures are from the inception date to the period shown. For unitized funds, the inception date shown may be that of the fund's underlying investment option. For non-mutual fund pools and trusts whose strategies may be offered to multiple clients, and whose returns may be based on a composite, the inception date shown may be the beginning date of the composite's returns.
3 In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so holding them until maturity to avoid losses caused by price volatility is not possible.
4Target Date Funds are an asset mix of stocks, bonds and other investments that automatically becomes more conservative as the fund approaches its target retirement date and beyond. Principal invested is not guaranteed.
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