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Fund Fact Sheet Information

The new investment options will be available in the Plan investment lineup beginning February 4, 2016.  A ticker symbol is included for any mutual fund vehicle.  All other funds are available in a collective investment vehicle and do not have a ticker symbol.  However, information on all funds is available on this website as well as Fidelity NetBenefits® under Plan Information and Documents in the Quick Links drop-down menu.  In addition, descriptions of these funds can be found in the 401(k) Plan New Investment Lineup Descriptions.

New Investment Lineup

Target Retirement Portfolio Funds

BlackRock Equity Index Fund

BlackRock U.S. Debt Index Fund

BlackRock Russell® 2500 Index Fund M

BlackRock MSCI ACWI ex-U.S. IMI Index Fund M

Vanguard Prime Money Market Fund Admiral Shares

Loomis Sayles Core Plus Fixed Income Fund

BlackRock Strategic Completion Non-Lendable Fund M

T. Rowe Price Institutional Large Cap Value Fund

Fidelity® Growth Company CIT

DFA U.S. Targeted Value Portfolio Institutional Class

William Blair Small-Mid Cap Growth Collective Investment Fund

Harding Loevner International Equity Collective Investment Fund

TVARS Fund Selection Summary

BlackRock TDF Interactive Tool

 

 

 

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