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University of Cincinnati Physicians Defined Contribution Plan (401a)
A 401(a) plan, also known as a money-purchase retirement savings plan, is a plan set up by an employer that allows for tax-deferred contributions by the employer. You automatically become a participant in the University of Cincinnati Physicians Defined Contribution Plan (401a) on your date of hire. All contributions are made by your employer.
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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.
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 |
|||
AF AMERICAN MUTAL R5
Inception Date 02/21/1950 |
Stock Investments |
Large Cap |
10.27% |
6.82% |
9.37% |
9.47% |
11.49% |
2.60% |
6.89% |
04/30/2024 |
FID 500 INDEX
Inception Date 02/17/1988 |
Stock Investments |
Large Cap |
22.66% |
8.05% |
13.18% |
12.40% |
10.74% |
4.28% |
10.55% |
04/30/2024 |
FID CONTRAFUND K6
Inception Date 05/25/2017 |
Stock Investments |
Large Cap |
35.72% |
8.68% |
14.84% |
-- |
15.24% |
7.44% |
18.51% |
04/30/2024 |
J H ENTERPRISE N
Inception Date 09/01/1992 |
Stock Investments |
Mid-Cap |
14.79% |
3.32% |
9.90% |
12.47% |
11.20% |
3.13% |
6.57% |
04/30/2024 |
JPM MIDCAP VALUE L
Inception Date 11/13/1997 |
Stock Investments |
Mid-Cap |
15.43% |
3.98% |
7.93% |
8.19% |
11.48% |
3.94% |
7.12% |
04/30/2024 |
VANG MIDCAP IDX ADM
Inception Date 05/21/1998 |
Stock Investments |
Mid-Cap |
15.58% |
2.39% |
9.05% |
9.44% |
9.76% |
4.29% |
6.33% |
04/30/2024 |
FID SMALL CAP GR K6
Inception Date 05/25/2017 |
Stock Investments |
Small Cap |
20.92% |
-0.90% |
10.08% |
-- |
12.04% |
6.63% |
10.95% |
04/30/2024 |
PIM RAE US SM I
Inception Date 06/05/2015 |
Stock Investments |
Small Cap |
29.99% |
9.58% |
13.66% |
-- |
10.40% |
5.94% |
11.73% |
04/30/2024 |
VANG SM CAP IDX ADM
Inception Date 10/03/1960 |
Stock Investments |
Small Cap |
15.85% |
0.15% |
7.74% |
8.46% |
10.46% |
3.21% |
5.91% |
04/30/2024 |
AF EUROPAC GROWTH R6
Inception Date 04/16/1984 |
Stock Investments |
International |
9.28% |
-2.23% |
5.70% |
5.31% |
10.01% |
4.65% |
8.87% |
04/30/2024 |
FID INTL CAP APPR K6
Inception Date 05/25/2017 |
Stock Investments |
International |
15.58% |
1.79% |
8.45% |
-- |
8.69% |
2.33% |
6.80% |
04/30/2024 |
VANG TOT INTL STK AD
Inception Date 04/29/1996 |
Stock Investments |
International |
8.51% |
0.19% |
5.10% |
4.07% |
4.78% |
3.85% |
6.46% |
04/30/2024 |
VAN REAL EST IDX ADM
Inception Date 05/13/1996 |
Stock Investments |
Specialty |
-0.43% |
-3.54% |
2.02% |
4.99% |
8.76% |
-4.36% |
-4.29% |
04/30/2024 |
FID FREEDOM 2005 K
Inception Date 11/06/2003 |
Blended Investments* |
N/A |
3.24% |
-0.90% |
2.78% |
3.59% |
4.36% |
-0.55% |
1.24% |
04/30/2024 |
FID FREEDOM 2010 K
Inception Date 10/17/1996 |
Blended Investments* |
N/A |
4.45% |
-0.66% |
3.54% |
4.29% |
5.88% |
-0.15% |
1.99% |
04/30/2024 |
FID FREEDOM 2015 K
Inception Date 11/06/2003 |
Blended Investments* |
N/A |
5.78% |
-0.42% |
4.26% |
4.94% |
5.46% |
0.27% |
2.83% |
04/30/2024 |
FID FREEDOM 2020 K
Inception Date 10/17/1996 |
Blended Investments* |
N/A |
7.01% |
-0.21% |
4.95% |
5.49% |
6.41% |
0.71% |
3.66% |
04/30/2024 |
FID FREEDOM 2025 K
Inception Date 11/06/2003 |
Blended Investments* |
N/A |
8.31% |
0.17% |
5.61% |
6.00% |
6.23% |
1.15% |
4.36% |
04/30/2024 |
FID FREEDOM 2030 K
Inception Date 10/17/1996 |
Blended Investments* |
N/A |
9.83% |
0.78% |
6.46% |
6.83% |
6.84% |
1.69% |
5.15% |
04/30/2024 |
FID FREEDOM 2035 K
Inception Date 11/06/2003 |
Blended Investments* |
N/A |
12.38% |
1.72% |
7.86% |
7.79% |
7.15% |
2.62% |
6.47% |
04/30/2024 |
FID FREEDOM 2040 K
Inception Date 09/06/2000 |
Blended Investments* |
N/A |
15.20% |
2.73% |
8.99% |
8.39% |
5.22% |
3.81% |
8.16% |
04/30/2024 |
FID FREEDOM 2045 K
Inception Date 06/01/2006 |
Blended Investments* |
N/A |
16.06% |
3.03% |
9.19% |
8.47% |
6.93% |
4.14% |
8.85% |
04/30/2024 |
FID FREEDOM 2050 K
Inception Date 06/01/2006 |
Blended Investments* |
N/A |
16.08% |
3.03% |
9.19% |
8.48% |
6.82% |
4.17% |
8.85% |
04/30/2024 |
FID FREEDOM 2055 K
Inception Date 06/01/2011 |
Blended Investments* |
N/A |
16.05% |
3.02% |
9.19% |
8.47% |
8.58% |
4.16% |
8.81% |
04/30/2024 |
FID FREEDOM 2060 K
Inception Date 08/05/2014 |
Blended Investments* |
N/A |
16.08% |
3.03% |
9.18% |
-- |
8.51% |
4.23% |
8.77% |
04/30/2024 |
FID FREEDOM 2065 K
Inception Date 06/28/2019 |
Blended Investments* |
N/A |
16.06% |
3.01% |
-- |
-- |
9.47% |
4.19% |
8.76% |
04/30/2024 |
FID FREEDOM INC K
Inception Date 10/17/1996 |
Blended Investments* |
N/A |
3.21% |
-0.87% |
2.49% |
3.05% |
4.33% |
-0.54% |
1.33% |
04/30/2024 |
VANG WELLINGTON ADM
Inception Date 07/01/1929 |
Blended Investments* |
N/A |
11.24% |
3.57% |
7.88% |
7.87% |
8.24% |
2.02% |
6.15% |
04/30/2024 |
DODGE & COX INCOME I
Inception Date 01/03/1989 |
Bond Investments |
Income |
0.94% |
-2.07% |
1.28% |
2.17% |
5.86% |
-2.73% |
-0.88% |
04/30/2024 |
EV INC FND BOSTON R6
Inception Date 06/15/1972 |
Bond Investments |
Income |
7.87% |
2.65% |
4.09% |
4.24% |
8.07% |
0.57% |
1.90% |
04/30/2024 |
VANG INFL PROT ADM
Inception Date 06/29/2000 |
Bond Investments |
Income |
-1.56% |
-1.68% |
1.96% |
1.81% |
4.43% |
-2.02% |
-0.33% |
04/30/2024 |
VANG TOT BD MKT ADM
Inception Date 12/11/1986 |
Bond Investments |
Income |
-1.36% |
-3.53% |
-0.13% |
1.18% |
5.02% |
-2.98% |
-1.50% |
04/30/2024 |
FID GOVT MMKT K6
Inception Date 02/05/1990 7 day yield % as of 04/30/2024: 5.13 ** 7 day restated yield % as of 04/30/2024: 5.12 *** |
Short-Term Investments |
N/A |
5.22% |
2.69% |
1.93% |
1.25% |
2.65% |
1.27% |
1.91% |
04/30/2024 |
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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.
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.
2Total 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.
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