The Johns Hopkins University Retirement Plan Investment Choices through Fidelity

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Transcription:

The Johns Hopkins University Retirement Plan Investment Choices through Fidelity The Fidelity investment choices include mutual funds from various asset classes: Allocation asset allocation and target date funds Equities sector-specific portfolios and various mutual funds Fixed Income government and corporate bonds, mortgage securities Money Market cash preservation and high liquidity Real Estate securities invested in the real estate market Go to the online portal from the Retirement Choice welcome page (benefits.jhu.edu/mychoices/retirement/welcome.cfm) to view, enroll or change your Retirement Plan fund selections, listed by provider. If you select Fidelity as your investment provider but you do not open an account online with Fidelity, you will be automatically invested in the age-appropriate Vanguard Target Retirement Fund with Fidelity until you create an account and make an investment election. Each year, Johns Hopkins University reviews the fees and administrative costs related to all funds in the university 403(b) plans. You can find information on fees in the fee disclosure notice under Related Links on the Benefits Retirement page (benefits.jhu.edu/retirement/). ASSET CLASS: TARGET DATE FUNDS Fidelity Freedom K 2005 Fund Fidelity Freedom K 2010 Fund Fidelity Freedom K 2015 Fund Fidelity Freedom K 2020 Fund Fidelity Freedom K 2025 Fund Fidelity Freedom K 2030 Fund Fidelity Freedom K 2035 Fund Fidelity Freedom K 2040 Fund Fidelity Freedom K 2045 Fund Fidelity Freedom K 2050 Fund Fidelity Freedom K 2055 Fund Fidelity Freedom K 2060 Fund Fidelity Freedom K Income Fund FFKVX FFKCX FKVFX FFKDX FKTWX FFKEX FKTHX FFKFX FFKGX FFKHX FDENX FDKNX FFKAX ASSET CLASS: ASSET ALLOCATION Fidelity Asset Manager 20% Fidelity Asset Manager 30% Fidelity Asset Manager 40% Fidelity Asset Manager 50% Fidelity Asset Manager 60% FASIX FTANX FFANX FASMX FSANX

ASSET CLASS: ASSET ALLOCATION (CONTINUED) Fidelity Asset Manager 70% Fidelity Asset Manager 85% FASGX FAMRX ASSET CLASS: MONEY MARKET (OR SHORT TERM) Fidelity Government Cash Reserves Fidelity Government Money Market Fund Fidelity Government Money Market Fund - Premium Class Fidelity Treasury Only Money Market Fund FDRXX SPAXX FZCXX FDLXX ASSET CLASS: BOND Government Fidelity GNMA Fund Fidelity Government Income Fund Fidelity Intermediate Government Income Fund Fidelity Intermediate Treasury Bond Index Fund - Premium Class Fidelity Limited Term Government Fund Fidelity Long-Term Treasury Bond Index Fund - Premium Class Fidelity Short-Term Treasury Bond Index Fund - Premium Class Diversified Fidelity Conservative Income Bond Fund Fidelity Corporate Bond Fund Fidelity Intermediate Bond Fund Fidelity Investment Grade Bond Fund Fidelity Mortgage Securities Fund Fidelity Short-Term Bond Fund Fidelity Strategic Income Fund Fidelity Total Bond Fund Fidelity U.S. Bond Index Fund - Premium Class Strategic Advisers Core Income Multi-Manager Fund Inflation-Protected Fidelity Inflation-Protected Bond Fund Fidelity Inflation-Protected Bond Index Fund - Premium Class High Yield Fidelity Capital & Income Fund Fidelity Floating Rate High Income Fund Fidelity Focused High Income Fund Fidelity Global High Income Fund Fidelity High Income Fund Strategic Advisers Income Opportunities Fund of Funds FGMNX FGOVX FSTGX FIBAX FFXSX FLBAX FSBAX FCONX FCBFX FTHRX FBNDX FMSFX FSHBX FSICX FTBFX FSITX FWHBX FINPX FSIYX FAGIX FFRHX FHIFX FGHNX SPHIX FSADX

International/Global Fidelity New Markets Income Fund FNMIX ASSET CLASS: BALANCED/HYBRID Fidelity Balanced Fund - Class K Fidelity Four-in-One Index Fund Fidelity Puritan Fund - Class K Fidelity Strategic Dividend & Income Fund Fidelity Strategic Real Return Fund Convertibles Fidelity Convertible Securities Fund Fidelity Global Balanced Fund Fidelity Global Strategies Fund FBAKX FFNOX FPUKX FSDIX FSRRX FCVSX FGBLX FDYSX ASSET CLASS: DOMESTIC EQUITIES Large Value Fidelity Blue Chip Value Fund Fidelity Equity Dividend Income Fund - Class K Fidelity Equity-Income Fund - Class K Fidelity Large Cap Value Enhanced Index Fund Fidelity Stock Selector Large Cap Value Fund Fidelity Value Discovery Fund - Class K Fidelity Value Strategies Fund - Class K Strategic Advisers Value Multi-Manager Fund Large Blend Fidelity 500 Index Fund - Premium Class Fidelity Disciplined Equity Fund - Class K Fidelity Dividend Growth Fund - Class K Fidelity Growth & Income Portfolio - Class K Fidelity Large Cap Core Enhanced Index Fund Fidelity Large Cap Stock Fund Fidelity Mega Cap Stock Fund Fidelity Total Market Index Fund - Premium Class Strategic Advisers Core Multi-Manager Fund Large Growth Fidelity Advisor Stock Selector All Cap Fund - Class K Fidelity Blue Chip Growth Fund - Class K Fidelity Capital Appreciation Fund - Class K Fidelity Contrafund - Class K Fidelity Export and Multinational Fund - Class K FBCVX FETKX FEIKX FLVEX FSLVX FVDKX FVSKX FKMOX FUSVX FDEKX FDGKX FGIKX FLCEX FLCSX FGRTX FSTVX FLAUX FSSKX FBGKX FCAKX FCNKX FEXKX

Large Growth (continued) Fidelity Focused Stock Fund Fidelity Fund - Class K Fidelity Growth Company Fund - Class K Fidelity Growth Discovery Fund - Class K Fidelity Independence Fund - Class K Fidelity Large Cap Growth Enhanced Index Fund Fidelity Magellan Fund - Class K Fidelity Nasdaq Composite Index Fund Fidelity New Millennium Fund Fidelity OTC Portfolio - Class K Fidelity Trend Fund Strategic Advisers Growth Multi-Manager Fund Mid Value Fidelity Leveraged Company Stock Fund - Class K Fidelity Low-Priced Stock Fund - Class K Fidelity Mid Cap Value Fund Fidelity Value Fund - Class K Mid Blend Fidelity Extended Market Index Fund - Premium Class Fidelity Mid Cap Enhanced Index Fund Fidelity Mid Cap Index Fund - Premium Class Mid Growth Fidelity Growth Strategies Fund - Class K Fidelity Mid-Cap Stock Fund - Class K Fidelity Stock Selector Mid Cap Fund Small Value Fidelity Small Cap Value Fund Small Blend Fidelity Small Cap Discovery Fund Fidelity Small Cap Enhanced Index Fund Fidelity Small Cap Index Fund - Premium Class Fidelity Small Cap Stock Fund Fidelity Stock Selector Small Cap Fund Strategic Advisers Small-Mid Cap Multi-Manager Fund Small Growth Fidelity Small Cap Growth Fund FTQGX FFDKX FGCKX FGDKX FDFKX FLGEX FMGKX FNCMX FMILX FOCKX FTRNX FMELX FLCKX FLPKX FSMVX FVLKX FSEVX FMEIX FSCKX FAGKX FKMCX FSSMX FCPVX FSCRX FCPEX FSSVX FSLCX FDSCX FNAPX FCPGX ASSET CLASS: INTERNATIONAL/GLOBAL Fidelity Global Credit Fund FGBFX

Diversified Fidelity Diversified International Fund - Class K Fidelity Global Equity Income Fund Fidelity Global ex U.S. Index Fund - Premium Class Fidelity International Capital Appreciation Fund Fidelity International Discovery Fund - Class K Fidelity International Enhanced Index Fund Fidelity International Growth Fund Fidelity International Index Fund - Premium Class Fidelity International Small Cap Fund Fidelity International Small Cap Opportunities Fund Fidelity International Value Fund Fidelity Overseas Fund - Class K Fidelity Total International Equity Fund Fidelity Worldwide Fund Strategic Advisers International Multi-Manager Fund Regionals Fidelity Canada Fund Fidelity China Region Fund Fidelity Emerging Asia Fund Fidelity Europe Fund Fidelity Japan Fund Fidelity Japan Smaller Companies Fund Fidelity Latin America Fund Fidelity Nordic Fund Fidelity Pacific Basin Fund Emerging Markets Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund Fidelity Emerging Markets Discovery Fund Fidelity Emerging Markets Fund - Class K Fidelity Emerging Markets Index Fund - Premium Class Fidelity Total Emerging Markets Fund Strategic Advisers Emerging Markets Fund of Funds Specialty Fidelity International Real Estate Fund FDIKX FGILX FSGDX FIVFX FIDKX FIENX FIGFX FSIVX FISMX FSCOX FIVLX FOSKX FTIEX FWWFX FMJDX FICDX FHKCX FSEAX FIEUX FJPNX FJSCX FLATX FNORX FPBFX FEMEX FEDDX FKEMX FPMAX FTEMX FLILX FIREX ASSET CLASS: SPECIALTY Fidelity Global Commodity Stock Fund Fidelity Real Estate Income Fund Fidelity Real Estate Investment Portfolio Fidelity Select Air Transportation Portfolio FFGCX FRIFX FRESX FSAIX

ASSET CLASS: SPECIALTY (CONTINUED) Fidelity Real Estate Index Fund - Premium Class Fidelity Select Automotive Portfolio Fidelity Select Banking Portfolio Fidelity Select Biotechnology Portfolio Fidelity Select Brokerage and Investment Management Portfolio Fidelity Select Chemicals Portfolio Fidelity Select Communications Equipment Portfolio Fidelity Select Computers Portfolio Fidelity Select Construction and Housing Portfolio Fidelity Select Consumer Discretionary Portfolio Fidelity Select Consumer Finance Portfolio Fidelity Select Consumer Staples Portfolio Fidelity Select Defense and Aerospace Portfolio Fidelity Select Energy Portfolio Fidelity Select Energy Service Portfolio Fidelity Select Environment and Alternative Energy Portfolio Fidelity Select Financial Services Portfolio Fidelity Select Gold Portfolio Fidelity Select Health Care Portfolio Fidelity Select Health Care Services Portfolio Fidelity Select Industrial Equipment Portfolio Fidelity Select Industrials Portfolio Fidelity Select Insurance Portfolio Fidelity Select IT Services Portfolio Fidelity Select Leisure Portfolio Fidelity Select Materials Portfolio Fidelity Select Medical Equipment and Systems Portfolio Fidelity Select Multimedia Portfolio Fidelity Select Natural Gas Portfolio Fidelity Select Natural Resources Portfolio Fidelity Select Pharmaceuticals Portfolio Fidelity Select Retailing Portfolio Fidelity Select Semiconductors Portfolio Fidelity Select Software and IT Services Portfolio Fidelity Select Technology Portfolio Fidelity Select Telecommunications Portfolio Fidelity Select Transportation Portfolio Fidelity Select Utilities Portfolio Fidelity Select Wireless Portfolio Fidelity Telecom and Utilities Fund FSRVX FSAVX FSRBX FBIOX FSLBX FSCHX FSDCX FDCPX FSHOX FSCPX FSVLX FDFAX FSDAX FSENX FSESX FSLEX FIDSX FSAGX FSPHX FSHCX FSCGX FCYIX FSPCX FBSOX FDLSX FSDPX FSMEX FBMPX FSNGX FNARX FPHAX FSRPX FSELX FSCSX FSPTX FSTCX FSRFX FSUTX FWRLX FIUIX 141025668 (12/17)