To view this fund's performance and other information, log in to NetBenefits.
State University of New York Optional Retirement Program
The SUNY Optional Retirement Program (ORP) is a defined contribution New York State Public Retirement Plan. Retirement benefits will depend on the value upon distribution of annuity contracts purchased on behalf of electing employees through employer and required employee contributions from one or more of the currently Authorized Investment Providers+ for the SUNY ORP.
+If you invest in the SUNY Optional Retirement Program through Fidelity you will be investing in a variable group annuity contract issued by Massachusetts Mutual Life Insurance Company ("MassMutual"), 1295 State Street, Springfield, MA 01111-0001 and administered by Fidelity Investments. If benefit payments are annuitized under the group annuity contract issued by MassMutual, those benefit guarantees are subject to the claims paying ability of MassMutual.
MassMutual and Fidelity Investments are not affiliated.
Visit the SUNY Benefits site for Plan Information.
Choose from the list of investments below.
Below is a performance summary of all the investments in your plan. Click an investment to view quarter-end returns, risks, fees and expenses.
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 |
|||
COL EMERGING MARKETS
Inception Date 11/02/2020 |
Stock Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
FID INTL CAP APPREC
Inception Date 11/02/2020 |
Stock Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-JPMORGAN EQUITY
Inception Date 11/02/2020 |
Stock Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
PARNASSUS CORE EQ
Inception Date 11/02/2020 |
Stock Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
TRP DIVIDEND GROWTH
Inception Date 11/02/2020 |
Stock Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID 500 IDX PREM
Inception Date 03/09/2015 |
Stock Investments |
Large Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID BLUE CHIP
Inception Date 03/09/2015 |
Stock Investments |
Large Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID CONTRAFUND
Inception Date 03/09/2015 |
Stock Investments |
Large Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID EQUITY INCOME
Inception Date 04/02/2015 |
Stock Investments |
Large Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID GROWTH CO
Inception Date 03/09/2015 |
Stock Investments |
Large Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-INVESCO AM FRAN A
Inception Date 03/09/2015 |
Stock Investments |
Large Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-DREY SMMDCP GR A
Inception Date 03/09/2015 |
Stock Investments |
Mid-Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID LOW PRICE STK
Inception Date 03/09/2015 |
Stock Investments |
Mid-Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FIDELITY MDCPSTK
Inception Date 03/09/2015 |
Stock Investments |
Mid-Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-WFA COM STK INV
Inception Date 03/09/2015 |
Stock Investments |
Mid-Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-MS INST SMCO GR A
Inception Date 04/06/2015 |
Stock Investments |
Small Cap |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID DIVSFD INTL
Inception Date 03/09/2015 |
Stock Investments |
International |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID WORLDWIDE
Inception Date 05/04/2015 |
Stock Investments |
International |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2005
Inception Date 01/20/2017 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2010
Inception Date 03/30/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2015
Inception Date 03/23/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2020
Inception Date 02/26/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2025
Inception Date 03/09/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2030
Inception Date 04/30/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2035
Inception Date 02/20/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2040
Inception Date 03/03/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2045
Inception Date 03/23/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2050
Inception Date 05/18/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2055
Inception Date 06/03/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2060
Inception Date 12/03/2019 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM 2065
Inception Date 11/17/2020 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID FREEDOM INC
Inception Date 07/20/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FIDELITY BALANCE
Inception Date 04/02/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-JANUS BALANCED S
Inception Date 06/19/2015 |
Blended Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID USBD IDX PREM
Inception Date 03/09/2015 |
Bond/Stable Value Inv |
Income |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-PIMCO REALRET ADM
Inception Date 03/09/2015 |
Bond/Stable Value Inv |
Income |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-PIMCO TOTRET ADM
Inception Date 03/09/2015 |
Bond/Stable Value Inv |
Income |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
MM-FID RET MONEY MKT
Inception Date 03/19/2015 |
Short-Term Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
A little extra saved today could make a big difference in retirement. Login now.
Update my fund choices to help meet my financial goals. Login now.
It's complimentary, thanks to your employer. Talk with a financial professional to get help with your financial goals.
Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. Contact Fidelity for a prospectus or, if available, a 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.
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.
3In 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.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917