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University of Missouri 457(b) Deferred Compensation Plan
The 457(b) Plan allows you to supplement your retirement savings through voluntary contributions.
Explore your investment options below based on your desired level of investment involvement. At any time, you may use investments from any and all categories below.
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 FRDM BLD 2005 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
15.38% |
-- |
-- |
-- |
6.94% |
-0.18% |
0.90% |
03/31/2021 |
|
FID FRDM BLD 2010 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
20.60% |
-- |
-- |
-- |
7.96% |
0.45% |
1.79% |
03/31/2021 |
|
FID FRDM BLD 2015 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
25.71% |
-- |
-- |
-- |
8.94% |
1.06% |
2.75% |
03/31/2021 |
|
FID FRDM BLD 2020 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
30.88% |
-- |
-- |
-- |
9.91% |
1.74% |
3.66% |
03/31/2021 |
|
FID FRDM BLD 2025 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
34.86% |
-- |
-- |
-- |
10.64% |
2.26% |
4.43% |
03/31/2021 |
|
FID FRDM BLD 2030 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
40.33% |
-- |
-- |
-- |
11.40% |
2.87% |
5.21% |
03/31/2021 |
|
FID FRDM BLD 2035 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
50.08% |
-- |
-- |
-- |
12.70% |
4.21% |
6.96% |
03/31/2021 |
|
FID FRDM BLD 2040 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
56.11% |
-- |
-- |
-- |
13.53% |
5.20% |
8.28% |
03/31/2021 |
|
FID FRDM BLD 2045 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
56.12% |
-- |
-- |
-- |
13.49% |
5.12% |
8.18% |
03/31/2021 |
|
FID FRDM BLD 2050 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
56.13% |
-- |
-- |
-- |
13.46% |
5.13% |
8.30% |
03/31/2021 |
|
FID FRDM BLD 2055 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
56.09% |
-- |
-- |
-- |
13.48% |
5.11% |
8.26% |
03/31/2021 |
|
FID FRDM BLD 2060 K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
56.17% |
-- |
-- |
-- |
13.48% |
5.16% |
8.20% |
03/31/2021 |
|
FID FRDM BLD 2065 K6
Inception Date 06/28/2019 |
Blended Investments |
N/A |
56.09% |
-- |
-- |
-- |
18.95% |
5.14% |
8.21% |
03/31/2021 |
|
FID FRDM BLD INC K6
Inception Date 08/31/2018 |
Blended Investments |
N/A |
12.50% |
-- |
-- |
-- |
6.37% |
-0.56% |
0.39% |
03/31/2021 |
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 |
|||
|
BG EMRG MKTS EQ K
Inception Date 04/28/2017 |
Stock Investments |
N/A |
78.36% |
12.12% |
17.87% |
6.54% |
14.02% |
1.16% |
2.71% |
03/31/2021 |
|
BG POSITIVE CH EQ K
Inception Date 12/14/2017 |
Stock Investments |
N/A |
108.94% |
32.37% |
-- |
-- |
32.49% |
1.68% |
7.48% |
03/31/2021 |
|
FID 500 INDEX
Inception Date 02/17/1988 |
Stock Investments |
N/A |
56.34% |
16.77% |
16.28% |
13.90% |
10.85% |
6.18% |
10.30% |
03/31/2021 |
|
FID CONTRAFUND K6
Inception Date 05/25/2017 |
Stock Investments |
N/A |
54.70% |
18.43% |
-- |
-- |
18.87% |
2.01% |
6.94% |
03/31/2021 |
|
FID SM CAP IDX
Inception Date 09/08/2011 |
Stock Investments |
N/A |
94.97% |
14.88% |
16.51% |
-- |
14.63% |
12.73% |
14.13% |
03/31/2021 |
|
FID TOTAL INTL IDX
Inception Date 06/07/2016 |
Stock Investments |
N/A |
52.17% |
6.42% |
-- |
-- |
9.37% |
3.91% |
6.63% |
03/31/2021 |
|
FID TOTAL MKT IDX
Inception Date 11/05/1997 |
Stock Investments |
N/A |
62.68% |
17.06% |
16.62% |
13.76% |
8.62% |
6.44% |
10.44% |
03/31/2021 |
|
MFS INST INTL EQUITY
Inception Date 01/31/1996 |
Stock Investments |
N/A |
40.22% |
9.32% |
11.12% |
7.29% |
8.13% |
1.11% |
4.73% |
03/31/2021 |
|
WASATCH SMCP VAL INV
Inception Date 12/17/1997 |
Stock Investments |
N/A |
105.89% |
14.15% |
16.36% |
12.23% |
12.45% |
15.42% |
17.95% |
03/31/2021 |
|
FID US BOND IDX
Inception Date 03/08/1990 |
Bond/Stable Value Inv |
N/A |
0.37% |
4.66% |
3.05% |
3.42% |
5.79% |
-3.48% |
-2.86% |
03/31/2021 |
|
PIMCO INCOME A
Inception Date 03/30/2007 |
Bond/Stable Value Inv |
N/A |
13.93% |
4.38% |
5.48% |
6.51% |
7.46% |
-4.01% |
0.36% |
03/31/2021 |
PRINCIPAL FIXED ACCT
Inception Date 02/28/2003 |
Bond/Stable Value Inv |
N/A |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
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 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.
Learn the plan basics - including eligibility - of each retirement savings plan offered by your employer.
You are eligible to enroll in the plan immediately. To enroll, visit the Get Started page or call 800-343-0860.
Your enrollment becomes effective once you indicate how much you'd like to contribute, also known as the deferral. You will generally begin to see your contributions deducted from your paycheck in the next pay period, or as soon as administratively possible.
Through automatic payroll deduction, you can contribute from 1% to the majority of your eligible pay, up to the annual IRS dollar limits.
Contribution elections are based on your gross pay, so please consider other deductions when determining the maximum percentage you can contribute. If you choose a percentage higher than can be deducted due to other deductions, no retirement plan deferral will take place.
If you are age 50 or older, you have the ability to make additional contributions to your plan, up to the current IRS dollar limits. View the limits here: IRS DOLLAR LIMITS
When you are "vested" in your savings, it effectively means the money is yours to keep. You are always 100% vested in all contributions to your plan, as well as any earnings on them.
Your beneficiary or beneficiaries will inherit your account in the event of your death. You should consider identifying a beneficiary when you enroll in your plan, and updating the information if you experience a life-changing event such as a marriage, divorce, birth of a child, or death in the family.
Fidelity's Online Beneficiaries Service, available through NetBenefits® offers a straightforward, convenient process that takes just minutes.
Go to 'Profile' in the navigation bar at the top of your NetBenefits® page and click on the 'Summary tab' and then 'Beneficiaries'.
You are generally allowed to withdraw money from your plan when you leave your employer or retire. Also you may be eligible for a distribution if you have an unforeseeable emergency as defined by your plan. Withdrawals may be subject to income taxes.
For more information, call the Fidelity Retirement Services Center at 1-800-343-0860.
Online, on the phone, or in person, you have access to your account the way you want it. Log in online to NetBenefits® virtually 24/7 or call Fidelity at 1-800-343-0860 to speak with a representative or use the automated voice response system.
Fidelity Representatives provide complimentary one-on-one consultations for participants in your plan. You can also contact Fidelity for a statement of your account by calling 1-800-343-0860 or visiting NetBenefits®.
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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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