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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.
To view a performance summary of all the investments in your plan available through TIAA, click here.
Unless otherwise noted, the investment performance reflected is net of fund management fees and expenses.
When and Why:
Target Date Funds are based on an anticipated retirement date.
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 2005 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
-1.00% |
0.66% |
2.75% |
3.50% |
4.38% |
1.96% |
3.66% |
05/31/2023 |
|
FID FDM IDX 2010 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
-0.94% |
1.53% |
3.22% |
4.19% |
5.21% |
2.13% |
4.34% |
05/31/2023 |
|
FID FDM IDX 2015 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
-0.96% |
2.42% |
3.69% |
4.77% |
5.69% |
2.31% |
5.14% |
05/31/2023 |
|
FID FDM IDX 2020 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
-1.10% |
3.18% |
4.10% |
5.23% |
6.25% |
2.44% |
5.90% |
05/31/2023 |
|
FID FDM IDX 2025 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
-0.94% |
3.95% |
4.50% |
5.81% |
6.90% |
2.54% |
6.51% |
05/31/2023 |
|
FID FDM IDX 2030 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
-0.58% |
5.06% |
5.05% |
6.57% |
7.55% |
2.58% |
7.07% |
05/31/2023 |
|
FID FDM IDX 2035 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
-0.11% |
7.03% |
5.87% |
7.41% |
8.32% |
2.75% |
8.08% |
05/31/2023 |
|
FID FDM IDX 2040 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
0.23% |
8.35% |
6.47% |
7.75% |
8.60% |
2.79% |
9.17% |
05/31/2023 |
|
FID FDM IDX 2045 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
0.34% |
8.38% |
6.50% |
7.79% |
8.66% |
2.81% |
9.38% |
05/31/2023 |
|
FID FDM IDX 2050 IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
0.28% |
8.37% |
6.49% |
7.79% |
8.69% |
2.81% |
9.41% |
05/31/2023 |
|
FID FDM IDX 2055 IPR
Inception Date 06/01/2011 |
Blended Investments* |
N/A |
0.36% |
8.39% |
6.49% |
7.83% |
7.65% |
2.81% |
9.40% |
05/31/2023 |
|
FID FDM IDX 2060 IPR
Inception Date 08/05/2014 |
Blended Investments* |
N/A |
0.31% |
8.39% |
6.50% |
-- |
7.18% |
2.82% |
9.41% |
05/31/2023 |
|
FID FDM IDX 2065 IPR
Inception Date 06/28/2019 |
Blended Investments* |
N/A |
0.32% |
8.36% |
-- |
-- |
6.56% |
2.80% |
9.39% |
05/31/2023 |
|
FID FDM IDX INC IPR
Inception Date 10/02/2009 |
Blended Investments* |
N/A |
-0.87% |
0.16% |
2.44% |
2.78% |
3.25% |
2.02% |
3.48% |
05/31/2023 |
When and Why:
Do you have time and interest in choosing your own investments and managing your portfolio's diversification on an ongoing basis?
Each investment option is managed to achieve specific objectives, including a certain balance of risk and potential returns. For more information on any investment option listed below, simply click on its name.
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 |
|||
|
VANG INST INDEX PLUS
Inception Date 07/31/1990 |
Stock Investments |
Large Cap |
2.90% |
12.90% |
11.00% |
11.98% |
10.04% |
5.74% |
11.97% |
05/31/2023 |
|
VANG R1000 GR IDX I
Inception Date 09/20/2010 |
Stock Investments |
Large Cap |
9.48% |
12.77% |
13.77% |
14.68% |
15.10% |
12.79% |
22.08% |
05/31/2023 |
|
VANG VAL INDEX INST
Inception Date 11/02/1992 |
Stock Investments |
Large Cap |
-3.92% |
12.75% |
8.09% |
9.74% |
9.38% |
-2.91% |
0.01% |
05/31/2023 |
|
VANG MIDCAP IDX INST
Inception Date 05/21/1998 |
Stock Investments |
Mid-Cap |
-4.98% |
9.69% |
7.05% |
9.42% |
9.41% |
-4.45% |
4.52% |
05/31/2023 |
|
VANG SM GR IDX INST
Inception Date 05/21/1998 |
Stock Investments |
Small Cap |
0.34% |
3.78% |
4.79% |
8.30% |
8.28% |
-2.26% |
12.14% |
05/31/2023 |
|
VANG SM VAL IDX INST
Inception Date 05/21/1998 |
Stock Investments |
Small Cap |
-7.43% |
15.35% |
4.41% |
8.17% |
8.11% |
-9.75% |
3.73% |
05/31/2023 |
|
AF EUROPAC GROWTH R6
Inception Date 04/16/1984 |
Stock Investments |
International |
1.10% |
5.88% |
2.91% |
5.51% |
9.92% |
2.41% |
9.97% |
05/31/2023 |
|
DODGE&COX INTL STK I
Inception Date 05/01/2001 |
Stock Investments |
International |
-2.22% |
12.08% |
3.10% |
4.27% |
6.50% |
-1.68% |
7.93% |
05/31/2023 |
|
VANG TOT INTL STK IS
Inception Date 04/29/1996 |
Stock Investments |
International |
-1.34% |
7.50% |
2.41% |
4.22% |
4.51% |
0.88% |
7.66% |
05/31/2023 |
|
LD ABT SH DTN INC R6
Inception Date 11/04/1993 |
Bond Investments |
Income |
0.28% |
0.94% |
1.69% |
1.88% |
3.75% |
1.19% |
2.01% |
05/31/2023 |
|
METWEST TOT RTN BD P
Inception Date 03/31/1997 |
Bond Investments |
Income |
-2.94% |
-3.52% |
0.97% |
1.54% |
5.14% |
2.20% |
2.65% |
05/31/2023 |
|
VANG TOT BD MKT INST
Inception Date 12/11/1986 |
Bond Investments |
Income |
-2.00% |
-3.66% |
0.87% |
1.36% |
5.19% |
2.03% |
1.93% |
05/31/2023 |
|
VANG VMMR-FED MMKT
Inception Date 07/13/1981 7 day yield** % as of 05/31/2023: 5.04 null |
Short-Term Investments |
N/A |
3.43% |
1.17% |
1.45% |
0.90% |
3.88% |
1.21% |
2.03% |
05/31/2023 |
When and Why:
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 TRAD ANNUITY
Inception Date 06/01/2006 |
Bond Investments |
N/A |
To view more information about this investment option, visit TIAA. |
-- |
-- |
-- |
-- |
-- |
-- |
|
|||||||
CREF MONEY MARKET
7 day yield** % as of 05/31/2023: 0.05 null |
Blended Investments* |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
|||||||
|
CREF STOCK ACCT R3
Inception Date 04/24/2015 |
Stock Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
|||||||
|
TIAA REAL ESTATE
Inception Date 10/02/1995 |
Stock Investments |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
|||||||
When and Why:
Are you interested in investing in options beyond what your plan offers in the standard lineup?
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.
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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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