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University of Kentucky Voluntary 403(b) Plan
You may review the available investment options for this plan by clicking the link below. When you are ready to get started, click the "Enroll Now" button above and use Plan ID 93327. If you have any questions, you are invited to call the Fidelity Retirement Services Center at 1-800-343-0860.
Choose from the tiers of investments below. Tiers are distinct categories designed to simplify your investment choices. At any time, you may use investments from any and all tiers.
When and Why:
Depending on your 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 |
|||
|
FID FDM IDX 2010 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
15.55% |
1.75% |
4.30% |
4.69% |
5.66% |
4.88% |
7.24% |
09/30/2024 |
|
FID FDM IDX 2015 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
17.77% |
2.21% |
5.16% |
5.39% |
6.23% |
5.36% |
8.45% |
09/30/2024 |
|
FID FDM IDX 2020 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
19.96% |
2.63% |
5.99% |
5.99% |
6.88% |
5.78% |
9.64% |
09/30/2024 |
|
FID FDM IDX 2025 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
21.74% |
3.17% |
6.73% |
6.54% |
7.60% |
6.09% |
10.69% |
09/30/2024 |
|
FID FDM IDX 2030 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
23.09% |
3.81% |
7.64% |
7.36% |
8.30% |
6.17% |
11.57% |
09/30/2024 |
|
FID FDM IDX 2035 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
25.31% |
4.91% |
9.16% |
8.36% |
9.19% |
6.32% |
13.12% |
09/30/2024 |
|
FID FDM IDX 2040 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
28.16% |
6.13% |
10.48% |
9.02% |
9.67% |
6.61% |
15.17% |
09/30/2024 |
|
FID FDM IDX 2045 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
29.25% |
6.50% |
10.72% |
9.14% |
9.79% |
6.69% |
15.95% |
09/30/2024 |
|
FID FDM IDX 2050 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
29.20% |
6.49% |
10.72% |
9.13% |
9.82% |
6.68% |
15.97% |
09/30/2024 |
|
FID FDM IDX 2055 IPR
Inception Date 06/01/2011 |
Blended Investments* |
N/A |
29.29% |
6.50% |
10.72% |
9.14% |
9.01% |
6.73% |
15.99% |
09/30/2024 |
|
FID FDM IDX 2060 IPR
Inception Date 08/05/2014 |
Blended Investments* |
N/A |
29.24% |
6.49% |
10.73% |
9.13% |
9.03% |
6.69% |
15.95% |
09/30/2024 |
|
FID FDM IDX 2065 IPR
Inception Date 06/28/2019 |
Blended Investments* |
N/A |
29.27% |
6.51% |
10.73% |
-- |
10.32% |
6.74% |
16.02% |
09/30/2024 |
|
FID FDM IDX INC IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
13.73% |
1.44% |
3.19% |
3.49% |
3.75% |
4.62% |
6.29% |
09/30/2024 |
When and Why:
Investors 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 |
|||
|
FID CONTRAFUND K6
Inception Date 05/25/2017 |
Stock Investments |
Large Cap |
45.99% |
12.54% |
18.77% |
-- |
16.71% |
4.39% |
32.11% |
09/30/2024 |
|
VANG EQUITY INC ADM
Inception Date 03/21/1988 |
Stock Investments |
Large Cap |
26.44% |
10.77% |
11.56% |
10.58% |
10.42% |
8.35% |
16.17% |
09/30/2024 |
|
VANG INST INDEX PLUS
Inception Date 07/31/1990 |
Stock Investments |
Large Cap |
36.32% |
11.89% |
15.96% |
13.37% |
10.73% |
5.88% |
21.85% |
09/30/2024 |
|
FID LOW-PRICED ST K6
Inception Date 05/26/2017 |
Stock Investments |
Mid-Cap |
24.36% |
9.00% |
13.30% |
-- |
10.80% |
5.58% |
12.03% |
09/30/2024 |
|
MFS MID CAP GRTH R6
Inception Date 12/01/1993 |
Stock Investments |
Mid-Cap |
27.90% |
1.43% |
10.20% |
12.05% |
8.81% |
4.92% |
12.39% |
09/30/2024 |
|
VANG MD CP IDX IS PL
Inception Date 05/21/1998 |
Stock Investments |
Mid-Cap |
28.82% |
5.33% |
11.24% |
10.23% |
10.09% |
9.36% |
14.70% |
09/30/2024 |
|
VANG SM CP IDX IS PL
Inception Date 10/03/1960 |
Stock Investments |
Small Cap |
27.46% |
4.38% |
10.68% |
9.66% |
10.57% |
9.03% |
12.03% |
09/30/2024 |
|
VANG SM VAL IDX INST
Inception Date 05/21/1998 |
Stock Investments |
Small Cap |
28.69% |
8.23% |
11.61% |
9.59% |
8.97% |
10.54% |
12.50% |
09/30/2024 |
|
VAN EM MKT ST IDX IS
Inception Date 05/04/1994 |
Stock Investments |
International |
24.99% |
1.63% |
6.42% |
4.21% |
6.24% |
9.29% |
20.07% |
09/30/2024 |
|
VANG DEV MKT IDX IP
Inception Date 08/17/1999 |
Stock Investments |
International |
24.75% |
4.85% |
8.31% |
5.95% |
4.82% |
7.48% |
10.81% |
09/30/2024 |
|
VAN REAL EST IDX IS
Inception Date 05/13/1996 |
Stock Investments |
Specialty |
34.21% |
2.53% |
4.79% |
7.35% |
9.49% |
17.19% |
10.85% |
09/30/2024 |
|
J H BALANCED N
Inception Date 09/01/1992 |
Blended Investments* |
N/A |
26.32% |
6.20% |
9.53% |
9.11% |
9.78% |
4.46% |
14.88% |
09/30/2024 |
|
DODGE & COX INCOME X
Inception Date 01/03/1989 |
Bond Investments |
Income |
13.60% |
0.44% |
2.16% |
2.93% |
6.04% |
5.61% |
4.85% |
09/30/2024 |
|
VANG INFL PROT INST
Inception Date 06/29/2000 |
Bond Investments |
Income |
9.90% |
-0.60% |
2.55% |
2.48% |
4.66% |
4.10% |
4.16% |
09/30/2024 |
|
VANG IT TREA IDX IS
Inception Date 11/19/2009 |
Bond Investments |
Income |
9.45% |
-1.14% |
0.31% |
1.55% |
2.19% |
4.74% |
3.12% |
09/30/2024 |
|
VANG LT TREA IDX IS
Inception Date 11/19/2009 |
Bond Investments |
Income |
15.36% |
-8.40% |
-4.35% |
1.04% |
3.08% |
7.80% |
0.18% |
09/30/2024 |
|
VANG ST TREAS IDX IS
Inception Date 11/19/2009 |
Bond Investments |
Income |
6.74% |
1.23% |
1.44% |
1.36% |
1.20% |
2.90% |
3.63% |
09/30/2024 |
|
VANG TOT BD MK IS PL
Inception Date 12/11/1986 |
Bond Investments |
Income |
11.42% |
-1.41% |
0.33% |
1.84% |
5.16% |
5.07% |
3.43% |
09/30/2024 |
|
VANG VMMR-FED MMKT
Inception Date 07/13/1981 7 day yield % as of 09/30/2024: 4.87 ** |
Short-Term Investments |
N/A |
5.41% |
3.54% |
2.29% |
1.61% |
3.93% |
1.32% |
4.10% |
09/30/2024 |
Are you interested in investing in options beyond what your plan offers?
A self-directed brokerage account allows you to make investments outside of 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 Fidelity BrokerageLink® Central to 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.
View details on the retirement plan and descriptions of the available investment options.
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| Fidelity Investments | 800-343-0860 |
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.
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