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457(b) Deferred Compensation Plan
A 457(b) plan allows eligible employees to defer compensation to the future, lowering current taxable income and offering potential tax-deferred growth.
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 FREEDOM 2010 K6
Inception Date 10/17/1996 |
Blended Investments* |
N/A |
11.41% |
0.64% |
4.58% |
4.66% |
6.07% |
4.36% |
6.59% |
08/31/2024 |
FID FREEDOM 2015 K6
Inception Date 11/06/2003 |
Blended Investments* |
N/A |
12.98% |
1.01% |
5.56% |
5.36% |
5.76% |
4.60% |
7.75% |
08/31/2024 |
FID FREEDOM 2020 K6
Inception Date 10/17/1996 |
Blended Investments* |
N/A |
14.53% |
1.31% |
6.50% |
5.96% |
6.65% |
4.83% |
8.83% |
08/31/2024 |
FID FREEDOM 2025 K6
Inception Date 11/06/2003 |
Blended Investments* |
N/A |
15.94% |
1.77% |
7.34% |
6.48% |
6.59% |
5.04% |
9.78% |
08/31/2024 |
FID FREEDOM 2030 K6
Inception Date 10/17/1996 |
Blended Investments* |
N/A |
17.09% |
2.36% |
8.42% |
7.28% |
7.11% |
5.10% |
10.66% |
08/31/2024 |
FID FREEDOM 2035 K6
Inception Date 11/06/2003 |
Blended Investments* |
N/A |
19.12% |
3.31% |
10.20% |
8.29% |
7.54% |
5.15% |
12.20% |
08/31/2024 |
FID FREEDOM 2040 K6
Inception Date 09/06/2000 |
Blended Investments* |
N/A |
21.55% |
4.39% |
11.64% |
8.94% |
5.60% |
5.24% |
14.18% |
08/31/2024 |
FID FREEDOM 2045 K6
Inception Date 06/01/2006 |
Blended Investments* |
N/A |
22.54% |
4.80% |
11.90% |
9.06% |
7.42% |
5.36% |
14.89% |
08/31/2024 |
FID FREEDOM 2050 K6
Inception Date 06/01/2006 |
Blended Investments* |
N/A |
22.44% |
4.78% |
11.88% |
9.05% |
7.31% |
5.28% |
14.87% |
08/31/2024 |
FID FREEDOM 2055 K6
Inception Date 06/01/2011 |
Blended Investments* |
N/A |
22.49% |
4.77% |
11.88% |
9.05% |
9.22% |
5.27% |
14.86% |
08/31/2024 |
FID FREEDOM 2060 K6
Inception Date 08/05/2014 |
Blended Investments* |
N/A |
22.46% |
4.78% |
11.87% |
9.04% |
9.36% |
5.32% |
14.89% |
08/31/2024 |
FID FREEDOM 2065 K6
Inception Date 06/28/2019 |
Blended Investments* |
N/A |
22.56% |
4.79% |
11.86% |
-- |
11.02% |
5.34% |
14.90% |
08/31/2024 |
FID FREEDOM INC K6
Inception Date 10/17/1996 |
Blended Investments* |
N/A |
9.99% |
0.45% |
3.21% |
3.50% |
4.52% |
4.12% |
5.56% |
08/31/2024 |
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 |
|||
C&S REAL ESTATE Z
Inception Date 09/02/1997 |
Stock Investments |
N/A |
13.28% |
0.41% |
6.21% |
8.47% |
9.07% |
16.64% |
13.45% |
07/31/2024 |
FID 500 INDEX
Inception Date 02/17/1988 |
Stock Investments |
Large Cap |
27.12% |
9.37% |
15.90% |
12.97% |
11.00% |
7.39% |
19.51% |
08/31/2024 |
FID CONTRAFUND K6
Inception Date 05/25/2017 |
Stock Investments |
Large Cap |
38.25% |
9.53% |
17.98% |
-- |
16.58% |
6.75% |
28.46% |
08/31/2024 |
JPM EQUITY INCOME R6
Inception Date 07/02/1987 |
Stock Investments |
Large Cap |
12.25% |
6.75% |
9.92% |
10.10% |
9.39% |
6.25% |
13.59% |
07/31/2024 |
MFS GROWTH R6
Inception Date 12/29/1986 |
Stock Investments |
Large Cap |
30.95% |
6.64% |
15.05% |
15.10% |
11.54% |
10.21% |
23.73% |
07/31/2024 |
PARNASSUS CORE EQ IS
Inception Date 08/31/1992 |
Stock Investments |
Large Cap |
19.59% |
7.84% |
14.12% |
12.77% |
11.49% |
9.10% |
16.01% |
07/31/2024 |
FID MID CAP IDX
Inception Date 09/08/2011 |
Stock Investments |
Mid-Cap |
20.15% |
3.53% |
11.24% |
9.58% |
12.37% |
6.14% |
12.16% |
08/31/2024 |
MFS MID CAP GRTH R6
Inception Date 12/01/1993 |
Stock Investments |
Mid-Cap |
15.48% |
-0.28% |
9.14% |
11.89% |
8.74% |
5.07% |
10.64% |
07/31/2024 |
VICTORY S EST VAL R6
Inception Date 08/16/1983 |
Stock Investments |
Mid-Cap |
12.80% |
7.90% |
12.67% |
11.68% |
11.84% |
6.53% |
12.80% |
07/31/2024 |
AS SPL SM CAP VAL R6
Inception Date 05/07/1993 |
Stock Investments |
Small Cap |
15.71% |
6.65% |
9.98% |
9.34% |
11.01% |
8.91% |
8.21% |
07/31/2024 |
FH KAUFMANN SM CP R6
Inception Date 12/18/2002 |
Stock Investments |
Small Cap |
7.06% |
-6.45% |
5.52% |
11.78% |
12.78% |
6.74% |
8.35% |
07/31/2024 |
FID SM CAP IDX
Inception Date 09/08/2011 |
Stock Investments |
Small Cap |
18.55% |
0.72% |
9.78% |
8.18% |
10.99% |
7.53% |
10.45% |
08/31/2024 |
FID EMERGING MKTS K
Inception Date 11/01/1990 |
Stock Investments |
International |
14.81% |
-3.60% |
7.13% |
5.75% |
5.54% |
3.82% |
10.15% |
08/31/2024 |
FID GLB EX US IDX
Inception Date 09/08/2011 |
Stock Investments |
International |
18.20% |
2.21% |
7.62% |
4.46% |
5.84% |
4.54% |
11.22% |
08/31/2024 |
MFS INTL DIVRSN R6
Inception Date 09/30/2004 |
Stock Investments |
International |
10.28% |
1.57% |
7.27% |
6.23% |
7.44% |
7.14% |
12.56% |
07/31/2024 |
CALVERT BALANCED I
Inception Date 10/21/1982 |
Blended Investments* |
N/A |
19.02% |
5.37% |
9.47% |
8.39% |
8.19% |
9.49% |
16.20% |
07/31/2024 |
FID US BOND IDX
Inception Date 03/08/1990 |
Bond Investments |
Income |
7.21% |
-2.13% |
-0.07% |
1.61% |
5.09% |
4.83% |
3.13% |
08/31/2024 |
PAYDEN EMRG MKTS BD
Inception Date 12/17/1998 |
Bond Investments |
Income |
9.31% |
-1.91% |
0.40% |
2.67% |
7.44% |
3.34% |
6.69% |
07/31/2024 |
PGIM HIGH YIELD R6
Inception Date 01/22/1990 |
Bond Investments |
Income |
10.53% |
1.91% |
4.10% |
4.94% |
7.70% |
4.41% |
6.40% |
07/31/2024 |
PIM INTL BD US$H I
Inception Date 12/02/1992 |
Bond Investments |
Income |
8.31% |
-0.01% |
1.25% |
3.15% |
6.25% |
2.45% |
3.20% |
07/31/2024 |
VANG INFL PROT INST
Inception Date 06/29/2000 |
Bond Investments |
Income |
4.51% |
-1.62% |
2.31% |
2.04% |
4.60% |
4.36% |
3.49% |
07/31/2024 |
WA CORE PLUS BOND I
Inception Date 07/08/1998 |
Bond Investments |
Income |
3.64% |
-4.90% |
-0.63% |
1.81% |
4.73% |
5.22% |
1.81% |
07/31/2024 |
VANG TREASURY MM
Inception Date 12/14/1992 7 day yield % as of 07/31/2024: 5.29 ** |
Short-Term Investments |
N/A |
5.42% |
3.22% |
2.17% |
1.51% |
2.42% |
1.34% |
3.56% |
07/31/2024 |
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 orreview 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. 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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