Mapping – target date funds fidelity - USC

mapping ? target date funds

Asset Class

Retirement Income Target Date 2000-2010 Target Date 2000-2010 Target Date 2011-2015 Target Date 2016-2020 Target Date 2021-2025 Target Date 2026-2030 Target Date 2031-2035 Target Date 2036-2040 Target Date 2041-2045 Target Date 2046-2050 Target Date 2051+

Current Investment

Ticke r

Fidelity Freedom K? Income Fidelity Freedom K? 2005 Fidelity Freedom K? 2010 Fidelity Freedom K? 2015 Fidelity Freedom K? 2020 Fidelity Freedom K? 2025 Fidelity Freedom K? 2030 Fidelity Freedom K? 2035 Fidelity Freedom K? 2040 Fidelity Freedom K? 2045 Fidelity Freedom K? 2050 Fidelity Freedom K? 2055

FFKAX FFKVX FFKCX FKVFX FFKDX FKTWX FFKEX FKTHX FFKFX FFKGX FFKHX FDENX

fidelity

New Investment

Vanguard Target Retirement Income Inst Vanguard Target Retirement Income Inst Vanguard Target Retirement 2010 Inst Vanguard Target Retirement 2015 Inst Vanguard Target Retirement 2020 Inst Vanguard Target Retirement 2025 Inst Vanguard Target Retirement 2030 Inst Vanguard Target Retirement 2035 Inst Vanguard Target Retirement 2040 Inst Vanguard Target Retirement 2045 Inst Vanguard Target Retirement 2050 Inst Vanguard Target Retirement 2055 Inst

Ti cke r

VITRX VITRX VIRTX VITVX VITWX VRIVX VTTWX VITFX VIRSX VITLX VTRLX VIVLX

mapping ? index funds

fidelity

Asset Class

Short Government Intermediate Government Intermediate-Term Bond Inflation-Protected Bond Long Government Aggressive Allocation Large Value Large Blend Large Blend Large Blend Large Growth Large Growth Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend Foreign Large Blend Foreign Large Blend Foreign Large Blend Small Blend Small Blend Diversified Emerging Mkts Real Estate

Current Investment

Ticker

Fidelity Spartan? S/T Tr Bd Idx Fid Advt Fidelity Spartan? Interm Tr Bd Idx Advtg Fidelity Spartan? US Bond Idx Instl Fidelity Spartan? Infl-Prot Bd Idx FidAd Fidelity Spartan? L/T Tr Bd Idx Fid Advt Fidelity? Four-in-One Index Fidelity? Large Cap Value Enhanced Index Fidelity? Large Cap Core Enhanced Index Fidelity Spartan? Ttl Mkt Idx Instl Fidelity Spartan? 500 Index Instl Fidelity? Large Cap Growth Enhanced Idx Fidelity? Nasdaq Composite Index? Fidelity? Mid Cap Enhanced Index Fidelity Spartan? Mid Cap Idx Advtg? Fidelity Spartan? Extnd Mkt Idx Advtg Fidelity? International Enhanced Index Fidelity Spartan? Glb ex USIdxAdvtg? Fidelity Spartan? Intl Idx Instl Fidelity? Small Cap Enhanced Index Fidelity Spartan? Sm Cp Idx Advtg? Fidelity Spartan? EMkts Idx Advtg? Fidelity Spartan? Real Estate Idx Advtg?

FSBAX FIBAX FXSTX FSIYX FLBAX FFNOX FLVEX FLCEX FSKTX FXSIX FLGEX FNCMX FMEIX FSCKX FSEVX FIENX FSGDX FSPNX FCPEX FSSVX FPMAX FSRVX

New Investment

Wells Fargo Sh Dur Govt Bd R6 Vanguard Total Bond Market Index I Vanguard Total Bond Market Index I PIMCO Real Return Instl Age based Vanguard Target Retirement Age based Vanguard Target Retirement JHancock Disciplined Value R6 Vanguard Institutional Index I Vanguard Institutional Index I Vanguard Institutional Index I Fidelity? Contrafund? K Fidelity? Contrafund? K Vanguard Mid Cap Index I Vanguard Mid Cap Index I Vanguard Mid Cap Index I Vanguard Total Intl Stock Index I Vanguard Total Intl Stock Index I Vanguard Total Intl Stock Index I Vanguard Small Cap Index I Vanguard Small Cap Index I Vanguard Emerging Mkts Stock Idx I Principal Real Estate Securities Inst

Ticker

MSDRX VBTIX VBTIX PRRIX

JDVWX VINIX VINIX VINIX FCNKX FCNKX VMCIX VMCIX VMCIX VTSNX VTSNX VTSNX VSCIX VSCIX VEMIX PIREX

mapping ? actively managed funds

Asset Class

Conservative Allocation Conservative Allocation Conservative Allocation Conservative Allocation Moderate Allocation Moderate Allocation Moderate Allocation Aggressive Allocation Balanced Moderate Allocation World Allocation World Allocation Aggressive Allocation Money Market Money Market Money Market Money Market Money Market Money Market Money Market Money Market Ultrashort Bond Short Government Short-Term Bond Intermediate Government Intermediate Government Intermediate Government Intermediate-Term Bond Intermediate-Term Bond

Current Investment

Ticker

Fidelity? Strategic Real Return Fidelity Asset Manager? 20% Fidelity Asset Manager? 30% Fidelity Asset Manager? 40% Fidelity Asset Manager? 50% Fidelity Asset Manager? 60% Fidelity Asset Manager? 70% Fidelity Asset Manager? 85% Fidelity? Balanced K Fidelity? Puritan? K Fidelity? Global Strategies Fidelity? Global Balanced Fidelity? Strategic Dividend & Income? Fidelity Treasury Only Money Market Fidelity Cash Reserves Fidelity Money: Retirement Govt MMkt Fidelity US Government Reserves Fidelity Retirement Money Market Fidelity Select Money Market Fidelity Government Money Market Fidelity Money Market Fidelity? Conservative Income Bond Fidelity? Limited Term Government Fidelity? Short-Term Bond Fidelity? GNMA Fidelity? Government Income Fidelity? Intermediate Government Income Fidelity? Investment Grade Bond Fidelity? Corporate Bond

FSRRX FASIX FTANX FFANX FASMX FSANX FASGX FAMRX FBAKX FPUKX FDYSX FGBLX FSDIX FDLXX FDRXX FGMXX FGRXX FRTXX FSLXX SPAXX SPRXX FCONX FFXSX FSHBX FGMNX FGOVX FSTGX FBNDX FCBFX

fidelity

New Investment

Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Fidelity? Balanced K Fidelity? Balanced K Fidelity? Balanced K Fidelity? Balanced K Age based Vanguard Target Retirement Fidelity? Instl MM Fds Government Instl Fidelity? Instl MM Fds Government Instl Fidelity? Instl MM Fds Government Instl Fidelity? Instl MM Fds Government Instl Fidelity? Instl MM Fds Government Instl Fidelity? Instl MM Fds Government Instl Fidelity? Instl MM Fds Government Instl Fidelity? Instl MM Fds Government Instl NYL Guaranteed Interest Account Wells Fargo Sh Dur Govt Bd R6 Wells Fargo Sh Dur Govt Bd R6 Metropolitan West Total Return Bond Plan Metropolitan West Total Return Bond Plan Metropolitan West Total Return Bond Plan Metropolitan West Total Return Bond Plan Metropolitan West Total Return Bond Plan

Ticker

FBAKX FBAKX FBAKX FBAKX FRGXX FRGXX FRGXX FRGXX FRGXX FRGXX FRGXX FRGXX MSDRX MSDRX MWTSX MWTSX MWTSX MWTSX MWTSX

mapping ? actively managed funds continued

Asset Class

Intermediate-Term Bond Intermediate-Term Bond Intermediate-Term Bond Inflation-Protected Bond Multisector Bond Bank Loan High Yield Bond High Yield Bond High Yield Bond High Yield Bond High Yield Bond World Bond World Bond Emerging Markets Bond Convertibles Large Value Large Value Large Value Large Value Large Value Large Value Large Blend Large Blend Large Blend Large Blend Large Blend Large Blend Large Growth Large Growth Large Growth Large Growth Large Growth Large Growth Large Growth

Current Investment

Ticker

Fidelity? Mortgage Securities Fidelity? Total Bond Fidelity? Intermediate Bond Fidelity? Inflation-Protected Bond Fidelity? Strategic Income Fidelity? Floating Rate High Income Fidelity? Capital & Income Fidelity? Global High Income Fidelity? Focused High Income Strategic Advisers? Inc Opps Fd of Fds Fidelity? High Income Fidelity? Global Bond Fidelity? International Bond Fidelity? New Markets Income Fidelity? Convertible Securities Fidelity? Blue Chip Value Fidelity? Equity-Income K Fidelity? Equity Dividend Income K Strategic Advisers? Value Multi-Mgr Fidelity? Stock Selec Lg Cp Val Fidelity? Value Discovery K Fidelity? Disciplined Equity K Fidelity? Dividend Growth K Fidelity? Growth & Income K Fidelity? Mega Cap Stock Strategic Advisers? Core Multi-Mgr Fidelity? Large Cap Stock Fidelity? Blue Chip Growth K Fidelity? Capital Appreciation K Fidelity? Contrafund? K Fidelity? Independence K Fidelity? Export & Multinational K Fidelity K Fidelity? Fifty?

FMSFX FTBFX FTHRX FINPX FSICX FFRHX FAGIX FGHNX FHIFX FSADX SPHIX FGBFX FINUX FNMIX FCVSX FBCVX FEIKX FETKX FKMOX FSLVX FVDKX FDEKX FDGKX FGIKX FGRTX FLAUX FLCSX FBGKX FCAKX FCNKX FDFKX FEXKX FFDKX FFTYX

fidelity

New Investment

Metropolitan West Total Return Bond Plan Metropolitan West Total Return Bond Plan Metropolitan West Total Return Bond Plan PIMCO Real Return Instl Metropolitan West Total Return Bond Plan Metropolitan West Total Return Bond Plan MainStay High Yield Corporate Bond R6 MainStay High Yield Corporate Bond R6 MainStay High Yield Corporate Bond R6 MainStay High Yield Corporate Bond R6 MainStay High Yield Corporate Bond R6 Vanguard Total Intl Bd Idx Institutional Vanguard Total Intl Bd Idx Institutional Vanguard Total Intl Bd Idx Institutional Age based Vanguard Target Retirement JHancock Disciplined Value R6 JHancock Disciplined Value R6 JHancock Disciplined Value R6 JHancock Disciplined Value R6 JHancock Disciplined Value R6 JHancock Disciplined Value R6 Vanguard Institutional Index I Vanguard Institutional Index I Vanguard Institutional Index I Vanguard Institutional Index I Vanguard Institutional Index I Vanguard Institutional Index I Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K

Ticker

MWTSX MWTSX MWTSX PRRIX MWTSX MWTSX MHYSX MHYSX MHYSX MHYSX MHYSX VTIFX VTIFX VTIFX

JDVWX JDVWX JDVWX JDVWX JDVWX JDVWX

VINIX VINIX VINIX VINIX VINIX VINIX FCNKX FCNKX FCNKX FCNKX FCNKX FCNKX FCNKX

mapping ? actively managed funds continued

fidelity

Asset Class

Large Growth Large Growth Large Growth Large Growth Large Growth Large Growth Large Growth Large Growth Large Growth Mid-Cap Value Mid-Cap Value Mid-Cap Value Mid-Cap Value Mid-Cap Value Mid-Cap Blend Mid-Cap Growth Mid-Cap Growth Mid-Cap Growth World Stock World Stock Foreign Large Value Foreign Large Growth Foreign Large Growth Foreign Large Blend Foreign Large Blend Foreign Large Blend Foreign Large Growth Foreign Large Growth Foreign Small/Mid Growth Foreign Small/Mid Growth

Current Investment

Ticker

Fidelity? Growth Company K Fidelity? Growth Discovery K Strategic Advisers? Growth Multi-Mgr Fidelity? Magellan? K Fidelity? New Millennium Fidelity? OTC K Fidelity Advisor? Stock Sel All Cp K Fidelity? Focused Stock Fidelity? Trend Fidelity? Low-Priced Stock K Fidelity? Mid Cap Value Fidelity? Value K Fidelity Advisor? Value Strategies K Fidelity? Leveraged Company Stock K Fidelity? Event Driven Opportunities Fidelity? Growth Strategies K Fidelity? Mid-Cap Stock K Fidelity Advisor? Stock Selector Mid Cp Fidelity? Global Equity Income Fidelity? Worldwide Fidelity? International Value Fidelity? Diversified International K Fidelity? International Discovery K Strategic Advisers? Intl Multi-Mgr Fidelity? Overseas K Fidelity? Total International Equity Fidelity? International Growth Fidelity? International Capital Apprec Fidelity? International Small Cap Fidelity? International Small Cap Opp

FGCKX FGDKX FMELX FMGKX FMILX FOCKX FSSKX FTQGX FTRNX FLPKX FSMVX FVLKX FVSKX FLCKX FARNX FAGKX FKMCX FSSMX FGILX FWWFX FIVLX FDIKX FIDKX FMJDX FOSKX FTIEX FIGFX FIVFX FISMX FSCOX

New Investment

Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K Fidelity? Contrafund? K MFS? Mid Cap Value R5 MFS? Mid Cap Value R5 MFS? Mid Cap Value R5 MFS? Mid Cap Value R5 MFS? Mid Cap Value R5 Vanguard Mid Cap Index I Eagle Mid Cap Growth R6 Eagle Mid Cap Growth R6 Eagle Mid Cap Growth R6 Age based Vanguard Target Retirement Age based Vanguard Target Retirement MFS? International Value R5 American Funds Europacific Growth R6 American Funds Europacific Growth R6 American Funds Europacific Growth R6 American Funds Europacific Growth R6 American Funds Europacific Growth R6 American Funds Europacific Growth R6 American Funds Europacific Growth R6 American Funds Europacific Growth R6 American Funds Europacific Growth R6

Ticker

FCNKX FCNKX FCNKX FCNKX FCNKX FCNKX FCNKX FCNKX FCNKX MVCKX MVCKX MVCKX MVCKX MVCKX VMCIX HRAUX HRAUX HRAUX

MINJX RERGX RERGX RERGX RERGX RERGX RERGX RERGX RERGX RERGX

mapping ? actively managed funds continued

Asset Class

Small Value Small Blend Small Blend Small Blend Small Blend Small Growth Diversified Pacific/Asia Pacific/Asia ex-Japan Stk Europe Stock Japan Stock Japan Stock Latin America Stock China Region Miscellaneous Region Miscellaneous Region Diversified Emerging Mkts Diversified Emerging Mkts Diversified Emerging Mkts Diversified Emerging Mkts Diversified Emerging Mkts Consumer Defensive Consumer Cyclical Consumer Cyclical Consumer Cyclical Consumer Cyclical Consumer Cyclical Consumer Cyclical Utilities Utilities Equity Energy Equity Energy Equity Energy Equity Energy Industrials

Current Investment

Fidelity? Small Cap Value Fidelity? Stock Selector Small Cap Strategic Advisers? S-M Cp Multi-Mgr Fidelity? Small Cap Discovery Fidelity? Small Cap Stock Fidelity? Small Cap Growth Fidelity? Pacific Basin Fidelity? Emerging Asia Fidelity? Europe Fidelity? Japan Fidelity? Japan Smaller Companies Fidelity? Latin America Fidelity? China Region Fidelity? Canada Fidelity? Nordic Fidelity? Emerging Markets Discovery Fidelity? EMEA Fidelity? Emerging Markets K Strategic Advisers? Emg Mkts Fd of Fds Fidelity? Total Emerg Mkts Fidelity? Select Consumer Staples Port Fidelity? Select Multimedia Portfolio Fidelity? Select Leisure Portfolio Fidelity? Select Automotive Port Fidelity? Select Consumer Discret Port Fidelity? Select Construction & Hsg Port Fidelity? Select Retailing Portfolio Fidelity? Telecom and Utilities Fidelity? Select Utilities Portfolio Fidelity? Select Natural Resources Port Fidelity? Select Energy Portfolio Fidelity? Select Energy Service Port Fidelity? Select Natural Gas Portfolio Fidelity? Select Industrials Portfolio

Ticker

FCPVX FDSCX FNAPX FSCRX FSLCX FCPGX FPBFX FSEAX FIEUX FJPNX FJSCX FLATX FHKCX FICDX FNORX FEDDX FEMEX FKEMX FLILX FTEMX FDFAX FBMPX FDLSX FSAVX FSCPX FSHOX FSRPX FIUIX FSUTX FNARX FSENX FSESX FSNGX FCYIX

fidelity

New Investment

Goldman Sachs Small Cap Value Instl Vanguard Small Cap Index I Vanguard Small Cap Index I Vanguard Small Cap Index I Vanguard Small Cap Index I Wells Fargo Small Co Growth I Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement William Blair Emerging Mkts Ldrs Instl William Blair Emerging Mkts Ldrs Instl William Blair Emerging Mkts Ldrs Instl William Blair Emerging Mkts Ldrs Instl William Blair Emerging Mkts Ldrs Instl Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement

Ticker

GSSIX VSCIX VSCIX VSCIX VSCIX WSCGX

WELIX WELIX WELIX WELIX WELIX -

mapping ? actively managed funds continued

Asset Class

Industrials Industrials Industrials Industrials Industrials Financial Financial Financial Financial Financial Equity Precious Metals Natural Resources Natural Resources Natural Resources Health Health Health Health Health Communications Communications Real Estate Real Estate Global Real Estate Technology Technology Technology Technology Technology

Current Investment

Ticker

Fidelity? Select Air Transportation Port FSAIX

Fidelity? Select Industrial Equip Port

FSCGX

Fidelity? Select Defense & Aero Port

FSDAX

Fidelity? Select Envir and Alt Engy Port FSLEX

Fidelity? Select Transportation

FSRFX

Fidelity? Select Financial Services Port FIDSX

Fidelity? Select Brokerage & Invmt Mgmt FSLBX

Fidelity? Select Insurance Port

FSPCX

Fidelity? Select Banking Portfolio

FSRBX

Fidelity? Select Consumer Finance Port FSVLX

Fidelity? Select Gold Portfolio

FSAGX

Fidelity? Global Commodity Stock

FFGCX

Fidelity? Select Chemicals Portfolio

FSCHX

Fidelity? Select Materials Portfolio

FSDPX

Fidelity? Select Biotechnology Portfolio FBIOX

Fidelity? Select Pharmaceuticals Port

FPHAX

Fidelity? Select Medical Delivery Port

FSHCX

Fidelity? Select Medical Equip & Systems FSMEX

Fidelity? Select Health Care Portfolio

FSPHX

Fidelity? Select Telecommunications Port FSTCX

Fidelity? Select Wireless Portfolio

FWRLX

Fidelity? Real Estate Investment Port

FRESX

Fidelity? Real Estate Income

FRIFX

Fidelity? International Real Estate

FIREX

Fidelity? Select IT Services Portfolio

FBSOX

Fidelity? Select Computers Portfolio

FDCPX

Fidelity? Select Software & Comp Port FSCSX

Fidelity? Select Comms Equip Port

FSDCX

Fidelity? Select Electronics Portfolio

FSELX

fidelity

New Investment

Ticker

Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Principal Real Estate Securities Inst Principal Real Estate Securities Inst Principal Real Estate Securities Inst Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement Age based Vanguard Target Retirement

PIREX PIREX PIREX -

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