Investment mapping for
Investment mapping for:
Emory Healthcare, Inc. Deferred Compensation Plan, Emory Clinic, Inc. Deferred Compensation Plan, Emory Healthcare, Inc. Deferred Compensation Plan for Anesthetists Emory University 457(b) Deferred Compensation Plan
OLD INVESTMENT OPTIONS
Fidelity? 500 Index Fund
TICKER EXPENSE SYMBOL RATIO
FXAIX 0.015%
Fidelity Asset Manager? 50% FASMX 0.64%
Fidelity Asset Manager? 70% FASGX 0.70%
Fidelity? Balanced Fund Class K
Fidelity? Blue Chip Growth Fund - Class K
Fidelity? Blue Chip Value Fund
FBAKX FBGKX FBCVX
0.44% 0.70% 0.63%
Fidelity? Capital & Income Fund
Fidelity? Disciplined Equity Fund - Class K
FAGIX FDEKX
0.68% 0.620%
Fidelity? Equity Dividend Income Fund - Class K
FETKX 0.51%
Fidelity? Equity-Income Fund - Class K
FEIKX 0.50%
Fidelity? Europe Fund
FIEUX 1.03%
Fidelity? Extended Market Index Fund
Fidelity Freedom? 2005 Fund - Class K
FSMAX FSNJX
0.035% 0.42%
Fidelity Freedom? 2010 Fund - Class K
FSNKX 0.44%
Fidelity Freedom? 2015 Fund - Class K
FSNLX 0.48%
NEW AND EXISTING
TICKER EXPENSE
INVESTMENT OPTIONS SYMBOL RATIO
Vanguard Institutional Index VIIIX Fund Institutional
0.020%
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
Harbor Capital Appreciation HNACX 0.64% Fund Retirement Class
John Hancock Funds Disciplined Value Fund Class R6
JDVWX 0.71%
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
0.020%
John Hancock Funds Disciplined Value Fund Class R6
JDVWX 0.71%
John Hancock Funds Disciplined Value Fund Class R6
JDVWX 0.71%
Based on your Date of Birth. See Target Date Age Chart for more details.
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX 0.040%
Vanguard Institutional Target VITRX Retirement Income Fund Institutional Shares
0.09%
Vanguard Institutional Target VITRX Retirement Income Fund Institutional Shares
0.09%
Vanguard Institutional Target VITVX Retirement 2015 Fund Institutional Shares
0.09%
1
OLD INVESTMENT OPTIONS
Fidelity Freedom? 2020 Fund - Class K
TICKER EXPENSE SYMBOL RATIO
FSNOX 0.51%
Fidelity Freedom? 2025 Fund - Class K
FSNPX 0.55%
Fidelity Freedom? 2030 Fund - Class K
FSNQX 0.58%
Fidelity Freedom? 2035 Fund - Class K
FSNUX 0.62%
Fidelity Freedom? 2040 Fund - Class K
FSNVX 0.65%
Fidelity Freedom? 2045 Fund - Class K
FSNZX 0.65%
Fidelity Freedom? 2050 Fund - Class K
FNSBX 0.65%
Fidelity Freedom? 2055 Fund - Class K
FNSDX 0.65%
Fidelity Freedom? 2060 Fund - Class K
FNSFX 0.65%
Fidelity Freedom? 2065 Fund - Class K
FFSDX 0.65%
Fidelity Freedom? Income Fund - Class K
FNSHX 0.42%
Fidelity? Fund - Class K
FFDKX 0.39%
Fidelity? GNMA Fund
FGMNX 0.45%
Fidelity? Government Money SPAXX Market Fund
Fidelity? Growth & Income FGIKX Portfolio - Class K
0.42% 0.500%
Fidelity? Growth Company Fund - Class K
Fidelity? Intermediate Bond Fund
FGCKX FTHRX
0.75% 0.45%
NEW AND EXISTING
TICKER EXPENSE
INVESTMENT OPTIONS SYMBOL RATIO
Vanguard Institutional Target VITWX Retirement 2020 Fund Institutional Shares
Vanguard Institutional Target VRIVX Retirement 2025 Fund Institutional Shares
Vanguard Institutional Target VTTWX Retirement 2030 Fund Institutional Shares
Vanguard Institutional Target VITFX Retirement 2035 Fund Institutional Shares
Vanguard Institutional Target VIRSX Retirement 2040 Fund Institutional Shares
Vanguard Institutional Target VITLX Retirement 2045 Fund Institutional Shares
Vanguard Institutional Target VTRLX Retirement 2050 Fund Institutional Shares
Vanguard Institutional Target VIVLX Retirement 2055 Fund Institutional Shares
Vanguard Institutional Target VILVX Retirement 2060 Fund Institutional Shares
Vanguard Institutional Target VSXFX Retirement 2065 Fund Institutional Shares
Vanguard Institutional Target VITRX Retirement Income Fund Institutional Shares
Harbor Capital Appreciation HNACX Fund Retirement Class
PGIM Total Return Bond Fund - Class R6
PTRQX
Vanguard Treasury Money VUSXX Market Fund Investor Shares
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
Harbor Capital Appreciation HNACX Fund Retirement Class
PGIM Total Return Bond Fund - Class R6
PTRQX
0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.64% 0.41% 0.09% 0.020% 0.64% 0.41%
2
OLD INVESTMENT OPTIONS
Fidelity? International Discovery Fund - Class K
Fidelity? International Index Fund
TICKER EXPENSE SYMBOL RATIO FIDKX 0.91%
FSPSX 0.035%
Fidelity? Intermediate Government Income Fund
Fidelity? Investment Grade Bond Fund
Fidelity? Low-Priced Stock Fund - Class K
Fidelity? Magellan? Fund Class K
Fidelity? Mid-Cap Stock Fund - Class K
Fidelity? New Millennium Fund
FSTGX 0.45% FBNDX 0.45% FLPKX 0.69% FMGKX 0.72% FKMCX 0.73% FMILX 0.550%
Fidelity? OTC Portfolio Class K
Fidelity? Overseas Fund Class K
Fidelity? Pacific Basin Fund
FOCKX FOSKX FPBFX
0.78% 0.94% 1.11%
Fidelity? Puritan? Fund Class K
Fidelity? Real Estate Investment Portfolio
Fidelity? Select Energy Portfolio
Fidelity? Select Financial Services Portfolio
Fidelity? Select Health Care Portfolio
Fidelity? Select Technology Portfolio
Fidelity? Small Cap Growth Fund
Fidelity? Small Cap Stock Fund
Fidelity? Small Cap Value Fund
Fidelity? Stock Selector All Cap Fund - Class K
FPUKX FRESX FSENX FIDSX FSPHX FSPTX FCPGX FSLCX FCPVX FSSKX
0.44% 0.74% 0.85% 0.77% 0.69% 0.69% 1.09% 0.88% 0.96% 0.53%
NEW AND EXISTING
TICKER EXPENSE
INVESTMENT OPTIONS SYMBOL RATIO
American Funds EuroPacific RERGX 0.46% Growth Fund? Class R-6
Vanguard Total International VTSNX Stock Index Fund Institutional Shares
0.080%
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
MFS Mid Cap Value Fund Class R6
MVCKX 0.68%
Harbor Capital Appreciation HNACX 0.64% Fund Retirement Class
BlackRock Mid-Cap Growth BMGKX 0.73% Equity Portfolio Class K
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
0.020%
Harbor Capital Appreciation HNACX 0.64% Fund Retirement Class
American Funds EuroPacific RERGX 0.46% Growth Fund? Class R-6
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
Vanguard Real Estate Index VGSLX Fund Admiral Shares
0.12%
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
Loomis Sayles Small Cap Growth Fund Class N
LSSNX 0.82%
Vanguard Small-Cap Index VSCIX Fund Institutional Shares
0.04%
Goldman Sachs Small Cap Value Fund Class R6
GSSUX
0.98%
Harbor Capital Appreciation HNACX 0.64% Fund Retirement Class
3
OLD INVESTMENT OPTIONS
Fidelity? Stock Selector Large Cap Value Fund
TICKER EXPENSE SYMBOL RATIO
FSLVX 0.65%
Fidelity? Strategic Income Fund
Fidelity? Telecom and Utilities Fund
Fidelity? Total Bond Fund
FADMX 0.67%
FIUIX
0.67%
FTBFX 0.45%
Fidelity? Total Market Index Fund
FSKAX 0.015%
Fidelity? Trend Fund
FTRNX 0.73%
Fidelity? U.S. Bond Index Fund
FXNAX 0.025%
Fidelity? Value Discovery Fund - Class K
FVDKX 0.56%
Fidelity? Value Fund Class K
Fidelity? Worldwide Fund
FVLKX 0.47% FWWFX 1.05%
Vanguard 500 Index Fund Investor Shares
VFINX
0.14%
Vanguard Energy Fund Investor Shares
VGENX
Vanguard European Stock VEURX Index Fund Investor Shares
Vanguard GNMA Fund Investor Shares
VFIIX
Vanguard Health Care Fund VGHCX Investor Shares
Vanguard High-Yield Corporate Fund Investor Shares
VWEHX
Vanguard InflationProtected Securities Fund Investor Shares
VIPSX
Vanguard Intermediate-Term VFICX Investment-Grade Fund Investor Shares
Vanguard LifeStrategy
VASIX
Income Fund Investor Shares
0.33% 0.23% 0.21% 0.32% 0.23%
0.20%
0.20%
0.11%
NEW AND EXISTING
TICKER EXPENSE
INVESTMENT OPTIONS SYMBOL RATIO
John Hancock Funds Disciplined Value Fund Class R6
JDVWX 0.71%
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
Based on your Date of Birth. See Target Date Age Chart for more details.
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
0.020%
Harbor Capital Appreciation HNACX 0.64% Fund Retirement Class
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX 0.035%
John Hancock Funds Disciplined Value Fund Class R6
JDVWX 0.71%
MFS Mid Cap Value Fund Class R6
MVCKX 0.68%
Based on your Date of Birth. See Target Date Age Chart for more details.
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
0.02%
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
Based on your Date of Birth. See Target Date Age Chart for more details.
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
Based on your Date of Birth. See Target Date Age Chart for more details.
4
OLD INVESTMENT OPTIONS
TICKER EXPENSE SYMBOL RATIO
Vanguard LifeStrategy Conservative Growth Fund Investor Shares
VSCGX
Vanguard LifeStrategy Moderate Growth Fund Investor Shares
VSMGX
Vanguard LifeStrategy
VASGX
Growth Fund Investor Shares
Vanguard Mid-Cap Growth VMGRX Fund Investor Shares
Vanguard Pacific Stock Index VPACX Fund Investor Shares
Vanguard Long-Term Bond VBLAX Index Fund Admiral Shares
Vanguard Long-Term Investment-Grade Fund Investor Shares
VWESX
Vanguard Long-Term Treasury VUSTX Fund Investor Shares
Vanguard Short-Term Investment-Grade Fund Investor Shares
VFSTX
Vanguard Target Retirement 2015 Fund
VTXVX
Vanguard Target Retirement 2020 Fund
VTWNX
Vanguard Target Retirement 2025 Fund
VTTVX
Vanguard Target Retirement 2030 Fund
VTHRX
Vanguard Target Retirement 2035 Fund
VTTHX
Vanguard Target Retirement 2040 Fund
VFORX
Vanguard Target Retirement 2045 Fund
VTIVX
Vanguard Target Retirement 2050 Fund
VFIFX
Vanguard Target Retirement 2055 Fund
VFFVX
Vanguard Target Retirement 2060 Fund
VTTSX
Vanguard Target Retirement 2065 Fund
VLXVX
0.12%
0.13%
0.14% 0.34% 0.23% 0.07% 0.22%
0.20% 0.20%
0.12% 0.13% 0.13% 0.14% 0.14% 0.14% 0.15% 0.15% 0.15% 0.15% 0.15%
NEW AND EXISTING
TICKER EXPENSE
INVESTMENT OPTIONS SYMBOL RATIO
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
BlackRock Mid-Cap Growth BMGKX 0.73% Equity Portfolio Class K
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
Based on your Date of Birth. See Target Date Age Chart for more details.
PGIM Total Return Bond Fund - Class R6
PTRQX 0.41%
Vanguard Institutional Target VITVX Retirement 2015 Fund
Vanguard Institutional Target VITWX Retirement 2020 Fund
Vanguard Institutional Target VRIVX Retirement 2025 Fund
Vanguard Institutional Target VTTWX Retirement 2030 Fund
Vanguard Institutional Target VITFX Retirement 2035 Fund
Vanguard Institutional Target VIRSX Retirement 2040 Fund
Vanguard Institutional Target VITLX Retirement 2045 Fund
Vanguard Institutional Target VTRLX Retirement 2050 Fund
Vanguard Institutional Target VIVLX Retirement 2055 Fund
Vanguard Institutional Target VILVX Retirement 2060 Fund
Vanguard Institutional Target VSXFX Retirement 2065 Fund
0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09% 0.09%
5
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