Mapping Charts -Fidelity
Mapping Charts - Fidelity
The mapping table that follows shows the mapping of your investment options listed by Fidelity.
Fideli-ty Investments:
ASSET
CLASS
--
EXISTING
INVESTMENT
OPTION
ALLOCATION FUNDS
Allocation- Fidelity? Balanced FBAKX
50% to 70% Fund - Class K
Equity
0.45%
Target-Date
Retirement
Fidelity Freedom?
Income Fund Class K
FNSHX
0.42%
Target-Date
2000-2005
Fidelity Freedom?
2005 Fund Class K
FSNJX
0.42%
Target-Date
2000-2010
Fidelity Freedom?
2010 Fund Class K
FSNKX
0.46%
Target-Date
2015
Fidelity Freedom?
2015 Fund Class K
FSNLX
0.49%
Target-Date
2020
Fidelity Freedom?
2020 Fund Class K
FSNOX
0.53%
Target-Date
2025
Fidelity Freedom?
2025 Fund Class K
FSNPX
0.56%
Target-Date
2030
Fidelity Freedom?
2030 Fund Class K
FSNQX
0.60%
Target-Date
2035
Fidelity Freedom?
2035 Fund Class K
FSNUX
0.63%
Target-Date
2040
Fidelity Freedom?
2040 Fund Class K
FSNVX
0.65%
Expense ratio as of June 30, 2021.
I
I
NEW
INVESTMENT
OPTION
?
?
?
?
?
?
?
?
?
?
--
VanguardInstitutional Various
Target Retirement Fund
by age.
0.09%
VITRX
0.09%
VITRX
0.09%
VITRX
0.09%
VITVX
0.09%
VITWX
0.09%
VRIVX
0.09%
VTTWX
0.09%
VITFX
0.09%
VIRSX
0.09%
Vanguard Institutional
Target Retirement
Income Fund
Institutional Shares
Vanguard Institutional
Target Retirement
Income Fund
Institutional Shares
Vanguard Institutional
Target Retirement
Income Fund
Institutional Shares
Vanguard Institutional
Target Retirement 2015
Fund Institutional
Shares
Vanguard Institutional
Target Retirement 2020
Fund Institutional
Shares
VanguardInstitutional
Target Retirement 2025
Fund Institutional
Shares
Vanguard Institutional
Target Retirement 2030
Fund Institutional
Shares
VanguardInstitutional
Target Retirement 2035
Fund Institutional
Shares
Vanguard Institutional
Target Retirement 2040
Fund Institutional
Shares
I
Fidelity Investments:
ASSET
CLASS
EXISTING
INVESTMENT
OPTION
Fidelity Freedom?
2045 Fund Class K
TICKER EXPENSE
SYMBOL RATIO
FSNZX
0.65%
Target-Date
2050
Fidelity Freedom?
2050 Fund Class K
FNSBX
0.65%
Target-Date
2055
Fidelity Freedom?
2055 Fund Class K
FNSDX
0.65%
Target-Date
2060
Fidelity Freedom?
2060 Fund Class K
FNSFX
0.65%
Target-Date
2065+
Fidelity Freedom?
2065 Fund Class K
FFSDX
0.65%
Allocation¨C
Fidelity? Puritan?
50% to 70% Fund - Class K
Equity
FPUKX
0.45%
PASSIVELY MANAGED FUNDS
Large Blend Fidelity? 500
FXAIX
Index Fund
0.02%
Mid-Cap
Blend
0.04%
Target-Date
2045
Foreign
Large Blend
Fidelity? Extended FSMAX
Market Index
Fund
Fidelity?
FSPSX
International
Index Fund
Large Blend
Fidelity? Total
Market Index
Fund
Intermediate- Fidelity? U.S.
Term Bond
Bond Index Fund
ACTIVELY MANAGED FUNDS
Large
Fidelity? Blue
Growth
Chip Growth
Fund - Class K
High Yield
Fidelity? Capital
Bond
& Income
Large Blend
Large Value
Money
Market*
FSKAX
0.02%
FXNAX
0.03%
FBGKX
0.70%
FAGIX
0.67%
Fidelity?
FDEKX
Disciplined Equity
Fund - Class K
Fidelity? EquityFEIKX
Income Fund Class K
Fidelity?
SPAXX
Government
Money Market
Fund*
Expense ratio as of June 30, 2021.
0.04%
0.62%
0.51%
0.42%
NEW
INVESTMENT
OPTION
Vanguard Institutional
Target Retirement
2045 Fund Institutional
Shares
Vanguard Institutional
Target Retirement
2050 Fund Institutional
Shares
Vanguard Institutional
Target Retirement
2055 Fund Institutional
Shares
Vanguard Institutional
Target Retirement
2060 Fund Institutional
Shares
Vanguard Institutional
Target Retirement
2065 Fund Institutional
Shares
Vanguard Institutional
Target Retirement Fund
by age.
TICKER
SYMBOL
EXPENSE
RATIO
VITLX
0.09%
VTRLX
0.09%
VIVLX
0.09%
VILVX
0.09%
VSXFX
0.09%
Various
0.09%
Vanguard Institutional
Index Fund
Institutional Plus Shares
Vanguard MidCap Index Fund
Institutional Shares
Vanguard Total
International
Stock Index Fund
Institutional Shares
Vanguard Institutional
Index Fund
Institutional Plus Shares
Vanguard Total Bond
Market Index Fund
Institutional Shares
VIIIX
0.02%
VMCIX
0.04%
VTSNX
0.08%
VIIIX
0.02%
VBTIX
0.04%
Harbor Capital
Appreciation Fund
Retirement Class
PGIM Total Return
Bond Fund - Class R6
HNACX
0.64%
PTRQX
0.41%
Vanguard Institutional VIIIX
Index Fund
Institutional Plus Shares
John Hancock Funds
JDVWX
Disciplined Value Fund
Class R6
Vanguard Treasury
VUSXX
Money Market Fund
Investor Shares*
0.02%
0.70%
0.09%
Fidelity Investments:
ASSET
CLASS
EXISTING
INVESTMENT
OPTION
Large
Fidelity? Growth
Growth
Company Fund Class K
Intermediate- Fidelity?
Term
Intermediate
Bond Fund
Foreign
Fidelity?
Large
International
Growth
Discovery Fund Class K
Intermediate- Fidelity?
Term
Investment Grade
Bond Fund
Mid-Cap
Fidelity? LowValue
Priced Stock Fund
- Class K
Mid-Cap
Fidelity? Mid-Cap
Growth
Stock Fund Class K
Small
Fidelity? Small
Growth
Cap Growth Fund
TICKER EXPENSE
SYMBOL RATIO
Small Blend
Small Value
NEW
INVESTMENT
OPTION
Harbor Capital
Appreciation Fund
Retirement Class
PGIM Total Return
Bond Fund - Class R6
TICKER
SYMBOL
EXPENSE
RATIO
HNACX
0.64%
PTRQX
0.41%
FGCKX
0.75%
FTHRX
0.45%
FIDKX
0.91%
American Funds
EuroPacific Growth
Fund? Class R-6
RERGX
0.46%
FBNDX
0.45%
PGIM Total Return
Bond Fund - Class R6
PTRQX
0.41%
FLPKX
0.69%
MFS Mid Cap Value
Fund Class R6
MVCKX
0.68%
FKMCX
0.82%
BMGKX
0.73%
FCPGX
1.09%
LSSNX
0.82%
Fidelity? Small
Cap Stock Fund
FSLCX
0.91%
VSCIX
0.04%
Fidelity? Small
Cap Value Fund
FCPVX
0.96%
GSSUX
0.95%
Fidelity Advisor?
Strategic Income
Fund
Intermediate- Fidelity? Total
Term
Bond Fund
FADMX
0.67%
BlackRock MidCap Growth Equity
Portfolio Class K
Loomis Sayles Small
Cap Growth Fund
Class N
Vanguard SmallCap Index Fund
Institutional Shares
Goldman Sachs Small
Cap Value Fund Class
R6
PGIM Total Return
Bond Fund - Class R6
PTRQX
0.41%
FTBFX
0.45%
PGIM Total Return
Bond Fund - Class R6
PTRQX
0.41%
Large
Growth
Fidelity? Trend
Fund
FTRNX
0.73%
Large Value
Fidelity? Value
Discovery Fund Class K
Fidelity?
Worldwide Fund
FVDKX
0.56%
FWWFX
1.05%
Harbor Capital
HNACX
Appreciation Fund
Retirement Class
John Hancock Funds
JDVWX
Disciplined Value Fund
Class R6
Vanguard Institutional Various
Target Retirement Fund
by age.
Multisector
Bond
World Stock
0.64%
0.70%
0.09%
Expense ratios as of June 30, 2021.
* You could lose money by investing in a money market fund. Although the fund seeks to preserve the value of your
investment at $1.00 per share, it cannot guarantee it will do so. An investment in the fund is not insured or guaranteed
by the Federal Deposit Insurance Corporation or any other government agency. Fidelity Investments and its affiliates,
the fund¡¯s sponsor, have no legal obligation to provide financial support to money market funds and you should not
expect that the sponsor will provide financial support to the fund at any time.
Fidelity¡¯s government and U.S. Treasury money market funds will not impose a fee upon the sale of your shares, nor
temporarily suspend your ability to sell shares, if the fund¡¯s weekly liquid assets fall below 30% of its total assets
because of market conditions or other factors.
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