VANGUARD MAPPING STRATEGY

Transcription

1 Investment Options Not Changing The balances in the following mtal fnds at Vangard will transfer in-kind to Fidelity at 4 p.m. Eastern time on Janary 14, 2019, and will remain invested in these options. Ftre contribtions will be directed to the plan s defalt investment option, nless yo make investment elections at Fidelity in the new investment linep. VANGUARD MUTUAL FUND BALANCE WILL TRANSFER IN-KIND TO FIDELITY ON JANUARY 14, 2019 Jans Henderson Triton Fnd Class N MassMtal Select Mid Cap Growth Fnd Class I Metropolitan West Total Retrn Bond Fnd Plan Class JGMNX MEFZX T. Rowe Price Growth Stock Fnd I Class PRUFX Vangard Emerging Markets Stock Index Fnd Vangard Eqity-Income Fnd Vangard Federal Money Market Fnd Vangard Instittional Target Retirement 2015 Fnd Vangard Instittional Target Retirement 2020 Fnd Vangard Instittional Target Retirement 2025 Fnd Vangard Instittional Target Retirement 2030 Fnd Vangard Instittional Target Retirement 2035 Fnd Vangard Instittional Target Retirement 2040 Fnd Vangard Instittional Target Retirement 2045 Fnd Vangard Instittional Target Retirement 2050 Fnd Vangard Instittional Target Retirement 2055 Fnd Vangard Instittional Target Retirement 2060 Fnd Vangard Instittional Target Retirement 2065 Fnd Vangard Instittional Target Retirement Income Fnd Vangard International Growth Fnd Vangard PRIMECAP Fnd Vangard Real Estate Index Fnd Vangard Total Bond Market Index Fnd Vangard Total International Stock Index Fnd VEMIX VEIRX VMFXX VITVX VITWX VRIVX VTTWX VITFX VIRSX VITLX VTRLX VIVLX VILVX VSXFX VITRX VWILX VPMAX VGSNX VBTIX VTSNX 21

2 Investment Options Being Removed When the market closes (generally 4 p.m. Eastern time) on Janary 14, 2019, the mtal fnds listed below will no longer be available. As a reslt, all existing balances will be liqidated and transferred to the new investment options at Fidelity on Janary 15, See the following chart for details. Ftre contribtions will be directed to the plan s defalt investment option, nless yo make investment elections at Fidelity in the new investment linep. Balances in the closing investment options may transfer in-kind to a Fidelity BrokerageLink accont provided yo establish a brokerage accont prior to December 31, To view fnds eligible to transfer in-kind, review the Optional One-Time Transfer In-Kind to BrokerageLink instrctions at fdelity.com/dke. Vangard Balanced Index Fnd Vangard Capital Opportnity Fnd Vangard Capital Vale Fnd Vangard Convertible Secrities Fnd Vangard Developed Markets Index Fnd Vangard Diversifed Eqity Fnd Vangard Dividend Appreciation Index Fnd Vangard Dividend Growth Fnd VBAIX The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 VHCAX Fidelity Contrafnd K6 FLCNX VCVLX VCVSX VTMGX Vangard Extended Market Index Fnd Instittional Pls Shares The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 Vangard Total International Stock Index Fnd VTSNX VDEQX Fidelity Contrafnd K6 FLCNX VDADX VDIGX Vangard Energy Fnd VGELX Vangard Eropean Stock Index Fnd VEUSX Vangard Instittional Index Fnd Instittional Pls Shares Vangard Instittional Index Fnd Instittional Pls Shares The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 Vangard Explorer Fnd VEXRX Jans Henderson Triton Fnd Class N JGMNX Vangard Extended Market Index Fnd VIEIX Vangard Extended Market Index Fnd Instittional Pls Shares Vangard FTSE All-World ex-us Index Fnd VFWAX Vangard Total International Stock Index Fnd VTSNX 22 Vangard FTSE All-World ex-us Small Capital Index Fnd VFSVX Fidelity International Small Cap Fnd FISMX

3 Vangard FTSE Social Index Fnd Vangard Global Eqity Fnd VFTSX Vangard FTSE Social Index I VFTNX VHGEX Vangard GNMA Fnd VFIJX Vangard Growth and Income Fnd Vangard Growth Index Fnd Vangard Health Care Fnd Vangard High Dividend Yield Index Fnd Vangard High-Yield Corporate Fnd Vangard Infation-Protected Secrities Fnd Vangard Instittional Index Fnd Vangard Intermediate-Term Bond Index Fnd Vangard Intermediate-Term Investment-Grade Fnd Vangard Intermediate-Term Treasry Fnd Vangard International Explorer Fnd Vangard International Vale Fnd Vangard Large Cap Index Fnd Vangard LifeStrategy Conservative Growth Fnd VGIAX The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 Metropolitan West Total Retrn Bond Fnd Plan Class Vangard Instittional Index Fnd Instittional Pls Shares VIGIX Fidelity Contrafnd K6 FLCNX VGHAX The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 VHDYX MFS Vale Fnd Class R6 MEIKX VWEAX VIPIX VINIX VBIMX VFIDX VFIUX Metropolitan West Total Retrn Bond Fnd Plan Class Metropolitan West Total Retrn Bond Fnd Plan Class Vangard Instittional Index Fnd Instittional Pls Shares Vangard Total Bond Market Index Fnd Metropolitan West Total Retrn Bond Fnd Plan Class Metropolitan West Total Retrn Bond Fnd Plan Class VBTIX VINEX Fidelity International Small Cap Fnd FISMX VTRIX VLCAX VSCGX American Fnds EroPacifc Growth Fnd Class R-6 Vangard Instittional Index Fnd Instittional Pls Shares The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 RERGX 23

4 Vangard LifeStrategy Growth Fnd Vangard LifeStrategy Income Fnd Vangard LifeStrategy Moderate Growth Fnd Vangard Long-Term Bond Index Fnd Vangard Long-Term Investment-Grade Fnd Vangard Long-Term Treasry Fnd Vangard Mid-Cap Index Fnd VASGX VASIX VSMGX VBLLX VWETX VUSUX VMCIX Vangard Mid-Cap Growth Index Admiral VMGMX Vangard Mid-Cap Vale Index Fnd Vangard Morgan Growth Fnd Vangard Pacifc Stock Index Fnd Vangard Global Capital Cycles Fnd Vangard PRIMECAP Core Fnd The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 Vangard Extended Market Index Fnd Instittional Pls Shares MassMtal Select Mid Cap Growth Fnd Class I MEFZX VMVAX MFS Mid Cap Vale Fnd Class R6 MVCKX VMRAX Fidelity Contrafnd K6 FLCNX VPADX VGPMX The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 VPCCX Fidelity Contrafnd K6 FLCNX 24

5 Vangard Selected Vale Fnd Vangard Short-Term Bond Index Fnd Vangard Short-Term Federal Fnd Vangard Short-Term Investment-Grade Fnd Vangard Short-Term Treasry Fnd Vangard Small-Cap Growth Index Fnd Vangard Small-Cap Index Fnd Vangard Small-Cap Vale Index Fnd VASVX MFS Mid Cap Vale Fnd Class R6 MVCKX VBITX VALIC Fixed-Interest Option N/A VSGDX VALIC Fixed-Interest Option N/A VFSIX VALIC Fixed-Interest Option N/A VFIRX VALIC Fixed-Interest Option N/A VSGIX Jans Henderson Triton Fnd Class N JGMNX VSCIX VSIIX Vangard Star Fnd VGSTX Vangard Strategic Eqity Fnd Vangard Strategic Small-Cap Eqity Fnd Vangard Total Stock Market Index Fnd VSEQX VSTCX VITSX Vangard Total World Stock Index Inv VTWSX Vangard U.S. Growth Fnd Vangard Extended Market Index Fnd Instittional Pls Shares Goldman Sachs Small Cap Vale Fnd Class R6 The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 Vangard Extended Market Index Fnd Instittional Pls Shares Vangard Extended Market Index Fnd Instittional Pls Shares Vangard Instittional Index Fnd Instittional Pls Shares The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 GSSUX VWUAX Fidelity Contrafnd K6 FLCNX Vangard U.S. Vale Fnd VUVLX MFS Vale Fnd Class R6 MEIKX Vangard Vale Index Fnd VIVIX MFS Vale Fnd Class R6 MEIKX Vangard Wellesley Income Fnd Vangard Wellington Fnd VWIAX VWENX The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 The Vangard Instittional Target Retirement Fnd with the target yo trn age 65 Vangard Windsor Fnd VWNEX MFS Vale Fnd Class R6 MEIKX Vangard Windsor II Fnd VWNAX MFS Vale Fnd Class R6 MEIKX 25

6 DEFAULT INVESTMENT OPTION The Plan s Investment Committee has determined that certain crrent accont balances transferring to the Dke Faclty and Staff Retirement Plan defalt investment option and ftre contribtions to yor accont that yo have not directed to a specifc investment option in the new investment linep at Fidelity will be invested in a Vangard Instittional Target Retirement Fnd. Yor applicable crrent balance and ftre contribtions will be invested in the Vangard Instittional Target Retirement Fnd that has a target yo might retire and assmes a retirement age of 65. The date of birth range was selected by the Plan s Investment Committee. Simply fnd yor date of birth range in the chart below to determine which fnd yor balance or contribtions will be directed. Target date fnds are an asset mix of stocks, bonds, and other investments that atomatically become more conservative as the fnd approaches its target retirement date and beyond. Principal invested is not garanteed. DATE OF BIRTH FUND NAME Before 1/1/1948 Vangard Instittional Target Retirement Income Fnd 1/1/ /31/1952 Vangard Instittional Target Retirement 2015 Fnd 1/1/ /31/1957 Vangard Instittional Target Retirement 2020 Fnd 1/1/ /31/1962 Vangard Instittional Target Retirement 2025 Fnd 1/1/ /31/1967 Vangard Instittional Target Retirement 2030 Fnd 1/1/ /31/1972 Vangard Instittional Target Retirement 2035 Fnd 1/1/ /31/1977 Vangard Instittional Target Retirement 2040 Fnd 1/1/ /31/1982 Vangard Instittional Target Retirement 2045 Fnd 1/1/ /31/1987 Vangard Instittional Target Retirement 2050 Fnd 1/1/ /31/1992 Vangard Instittional Target Retirement 2055 Fnd 1/1/ /31/1997 Vangard Instittional Target Retirement 2060 Fnd 1/1/1998 and after Vangard Instittional Target Retirement 2065 Fnd Before investing in any mtal fnd, consider the investment objectives, risks, charges, and expenses. Contact Fidelity for a prospects or, if available, a smmary prospects containing this information. Read it careflly. 26