FIDELITY INVESTMENTS PERFORMANCE REPORT MUTUAL FUNDS



Similar documents
JOHNS HOPKINS UNIVERSITY INVESTMENT OPTIONS

Total Returns % Total Returns %

Explore your FUTURE. potential. Northwestern University Retirement Plans

ROOSEVELT UNIVERSITY DEFINED CONTRIBUTION PLAN-CLERICAL UNION

Fund Menu Changes Effective Thursday, July 2, 2015

Tier 1 Target Date Investments

DARTMOUTH COLLEGE 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

About Fidelity BrokerageLink A supplement to the MIT (k) Investment Transition Guide (Transition Guide)

Tier 1 Target Date Investments

ROCHESTER INSTITUTE OF TECHNOLOGY Comparable Funds By Asset Class

Fund Mapping for All Investment Options (both Core and Non-Core)

IU Retirement Plan (57524) Start investing in yourself today, with help from IU Retirement Plan and Fidelity.

2012 Important Information for Corporate Shareholders

Monthly Plan Performance Update

Your Guide to Getting Started

Start investing in yourself today, with help from the. Optional Retirement Plan (ORP) and Fidelity.

Michigan State University Mapping Schedule

Start investing in yourself today, with help from the University System of Maryland Supplemental 403(b) Plan and Fidelity.

Transition Guide. Fund Change

What you will learn today. Different categories of investments Choosing your investment mix Common investor pitfalls Determining your next steps

Transamerican Auto Parts 401k plan

The George Washington University Retirement Plans. How to get started

Workplace Education Series. Building a Portfolio for Any Weather

Your guide to investing for retirement with Fidelity Freedom Index Funds Class W.

salesforce.com, Inc. and Salesforce.com Foundation 401(k) Plan

Transamerican Auto Parts 401k plan

Elimination of the Fidelity Growth & Income Portfolio NUSCO 401k Plan October, 2008

Your guide to investing for retirement with Fidelity Freedom K Funds.

Nutanix, Inc. 401(k) Plan

YOUR GUIDE TO GETTING STARTED

Incoming Rollover Instructions Directed Account Plan #21622

IU Tax Deferred Annuity Plan (51913) IU TDA Plan. Start investing in yourself today, with help from IU TDA Plan and Fidelity.

Barnes Group Inc. Retirement Savings Plan. Start investing in yourself today, with help from the Retirement Savings Plan and Fidelity.

Northwestern University 403(b) Retirement Plan and Northwestern University Voluntary Savings Plan

Your Guide to Getting Started

CHG Companies, Inc. Employee 401(k) Plan

Cardinal - Greatwide Retirement Savings Plan

Workplace Education Series. Making the Most of Your New Workplace Savings Plan

Six Strategies for Volatile Markets When markets get choppy, it pays to have a plan for your investments, and to stick to it.

Attorneys' Title Guaranty Fund, Inc. Savings Plan

Average Annualized Return as of 11/30/ YTD 1 Year 3 Years 5 Years

Your Guide to Getting Started

Celarity 401(k) Retirement Plan

Six strategies for volatile markets

Changes to investment options within the Boston University Retirement Plan and the Supplemental Retirement and Savings Plan (the Plans)

TTT West Coast, Inc. 401(k) Retirement Savings Plan

County of Orange /02 Investment Performance as of 04/29/2016

General Investment-Related Terms

This guide provides you with important information about the. Gonzaga University 403(b) Retirement Plan

The essentials of investing for retirement.

HSBC World Selection Funds April 30, Monthly Factsheets Class A and C Shares. Investment products: ARE NOT A BANK ARE NOT DEPOSIT OR

TAXES AND YOUR PORTFOLIO: It s not what you earn, it s what you keep

Investment options insights A look at Investment Choices for VUL III Variable Universal Life Insurance

Louisiana Optional Retirement Plan Louisiana Optional Retirement Plan

Security Life of Denver Insurance Company

Your Guide to Getting Started

Spectrum of Investment Options

Morningstar Highlights

With interest rates at historically low levels, and the U.S. economy showing continued strength,

I.A.M. National 401(k) Plan. Investment Options Summary

I.A.M. National 401(k) Plan. Investment Options Summary

Wells Fargo Advantage Dow Jones Target Date Funds SM

Rules-Based Investing

Voya Retirement Insurance and Annuity Company

2015 MUTUAL FUND DISTRIBUTIONS CALENDAR

Mutual Funds Made Simple. Brighten your future with investments

2014: Important Information for Individuals about Foreign Tax Paid

Security Life of Denver Insurance Company

Morningstar Highlights

Please read this important information for Yale University Matching Retirement Plan participants

Schwab Target Funds. Go paperless today. Simplify your financial life by viewing these documents online. Sign up at schwab.

MISSISSIPPI ORP. Net. Gross Fund. Fund. Fund. Inception. Stability of Principal

YOUR GUIDE TO GETTING STARTED

YOUR GUIDE TO GETTING STARTED

TIAA-CREF THE BROWN UNIVERSITY DEFERRED VESTING RETIREMENT PLAN. Summary of Plan Services and Costs

WHEATON COLLEGE RETIREMENT PLAN QUALIFIED DEFAULT INVESTMENT ALTERNATIVE NOTICE

MML SERIES INVESTMENT FUND

GIPS List of Composite Descriptions. Perkins Composites Fixed Income Composites Global Macro Composites Alternative Composites...

Sample Glossary Of Investment-Related Terms For Disclosures To Retirement Plan Participants

Optional Asset Allocation program for participants

Spectrum Growth Fund Spectrum Income Fund Spectrum International Fund

Client Education. Learn About Indexing

Deutsche Alternative Asset Allocation VIP

Voya Retirement Insurance and Annuity Company

RETIREMENT INSIGHTS. Is It Time to Rebalance Your Plan Investments? Mutual Fund Categories: A Primer for New Investors

BlackRock Diversified Income Portfolio. A portfolio from Fidelity Investments designed to seek income while managing risk

Dimensional vs. ETF After-Tax Comparison

Enrollment Guide. Family. Medical. Flexibility. Work/life balance. Retirement. Lifestyle changes. Family. Health and wellbeing.

Sample Glossary Of Investment-Related Terms For Disclosures To Retirement Plan Participants. Version 1.01

GLOSSARY OF INVESTMENT-RELATED TERMS FOR NATIONAL ELECTRICAL ANNUITY PLAN PARTICIPANTS

2015 Final capital gains distributions as of 1/6/2016

Retirement Plan Simplification

Statement of Investment Policy. Alabama College Education Savings Program (ACES) Trust Fund. The CollegeCounts 529 Fund

Wealth management and customized investment portfolios for individuals and institutions looking to preserve and grow wealth.

Asset allocation A balancing act.

Capital Markets Review Q3 2010

The Scripps Research Institute Employee Retirement Plan

July 28, Re: Important information about your retirement plan

Determining your investment mix

Category Definitions

Transcription:

FIDELITY INVESTMENTS PERFORMANCE REPORT MUTUAL FUNDS P E R F O R M A N C E U P D A T E AS OF JUNE 30, 2013 UNDERSTANDING INVESTMENT PERFORMANCE As you review this update, please remember that the performance data stated represents past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance stated. To learn more or to obtain the most recent month-end performance, call Fidelity at 1-800-343-0860 or visit www.mysavingsatwork.com (log in, choose plan, select Investment Choices & Research, and then pick investment option). LIFE-CYCLE FUNDS FFKBX Fidelity Freedom K 2000-1.30 0.53 3.59.n/a.n/a 6.86 7/02/09.n/a 0.39 FFKVX Fidelity Freedom K 2005-1.03 1.87 6.11.n/a.n/a 9.31 7/02/09.n/a 0.46 FFKCX Fidelity Freedom K 2010-1.04 2.88 7.99.n/a.n/a 10.38 7/02/09.n/a 0.51 FKVFX Fidelity Freedom K 2015-1.05 2.92 8.23.n/a.n/a 10.64 7/02/09.n/a 0.52 FFKDX Fidelity Freedom K 2020-0.92 3.44 9.29.n/a.n/a 11.72 7/02/09.n/a 0.55 FKTWX Fidelity Freedom K 2025-0.58 4.69 11.37.n/a.n/a 12.54 7/02/09.n/a 0.60 FFKEX Fidelity Freedom K 2030-0.49 5.09 12.03.n/a.n/a 12.97 7/02/09.n/a 0.62 FKTHX Fidelity Freedom K 2035-0.09 6.25 13.87.n/a.n/a 13.41 7/02/09.n/a 0.66 FFKFX Fidelity Freedom K 2040 0.05 6.45 14.14.n/a.n/a 13.59 7/02/09.n/a 0.66 FFKGX Fidelity Freedom K 2045 0.08 6.69 14.57.n/a.n/a 13.76 7/02/09.n/a 0.68 FFKHX Fidelity Freedom K 2050 0.07 6.81 14.79.n/a.n/a 13.84 7/02/09.n/a 0.68 FDENX Fidelity Freedom K 2055 0.17 7.12 15.40.n/a.n/a 5.22 6/01/11.n/a 0.69 FFKAX Fidelity Freedom K Income -1.28 0.54 3.53.n/a.n/a 6.68 7/02/09.n/a 0.39 ASSET ALLOCATION FUNDS FASIX Fidelity Asset Manager 20% -0.99 0.82 3.81 4.86 5.18 6.36 10/01/92.n/a 0.54 FTANX Fidelity Asset Manager 30% -0.85 1.75 5.69 5.22.n/a 3.54 10/09/07.n/a 0.59 FFANX Fidelity Asset Manager 40% -0.48 2.90 7.60 5.47.n/a 3.38 10/09/07.n/a 0.59 FASMX Fidelity Asset Manager 50% -0.27 3.85 9.36 5.76 5.30 8.25 12/28/88.n/a 0.70 FSANX Fidelity Asset Manager 60% 0.09 4.96 11.14 5.96.n/a 3.01 10/09/07.n/a 0.78 FASGX Fidelity Asset Manager 70% 0.38 6.00 13.12 5.53 5.38 7.66 12/30/91.n/a 0.77 FAMRX Fidelity Asset Manager 85% 0.99 7.84 16.12 5.41 7.48 4.78 9/24/99.n/a 0.82

Fund 7-Day 3 1 5 10 Life of Fund Trading Fee Expense Expense ID Name Yield Month YTD Year Year Year Fund Inception (%/Days) Ratio Cap MONEY MARKET FUNDS* FDRXX Fidelity Cash Reserves 0.01 0.00 0.00 0.01 0.39 1.76 5.42 5/10/79.n/a 0.38 SPAXX Fidelity Government Money Market 0.01 0.00 0.00 0.01 0.25 1.64 3.36 2/05/90.n/a 0.42 SPRXX Fidelity Money Market 0.01 0.00 0.01 0.01 0.39 1.77 3.72 1/23/89.n/a 0.42 FGMXX FRTXX Fidelity Money Market Trust Retirement Government Money Market 0.01 0.00 0.01 0.01 0.25 1.65 3.60 12/16/88.n/a 0.42 Fidelity Money Market Trust Retirement Money Market 0.01 0.00 0.01 0.01 0.39 1.78 3.71 12/02/88.n/a 0.42 FSLXX Fidelity Select Money Market 0.01 0.00 0.01 0.04 0.45 1.82 3.97 8/30/85.n/a 0.30 FDLXX Fidelity Treasury Only Money Market 0.01 0.00 0.01 0.01 0.11 1.41 3.49 1/05/88.n/a 0.42 FGRXX Fidelity U.S. Government Reserves 0.01 0.00 0.01 0.01 0.28 1.69 4.58 11/03/81.n/a 0.32 BOND FUNDS FCONX Fidelity Conservative Income Bond 0.03 0.28 0.77.n/a.n/a 0.73 3/03/11.n/a 0.40 FCBFX Fidelity Corporate Bond -3.64-3.68 0.93.n/a.n/a 7.13 5/04/10.n/a 0.45 FGMNX Fidelity GNMA -2.93-2.77-1.74 5.36 4.73 6.77 11/08/85.n/a 0.45 FGOVX Fidelity Government Income -2.16-2.24-1.30 4.61 4.17 7.69 4/04/79.n/a 0.45 FINPX Fidelity Inflation-Protected Bond -7.21-7.62-5.27 3.87 4.47 5.33 6/26/02.n/a 0.45 FFXSX Fidelity Institutional Short-Intermediate Government -0.79-0.58-0.10 2.79 2.95 5.46 11/10/86.n/a 0.45 FTHRX Fidelity Intermediate Bond -1.92-1.57 0.66 5.47 4.03 7.75 5/23/75.n/a 0.45 FSTGX Fidelity Intermediate Government Income -1.58-1.42-0.66 3.84 3.61 5.79 5/02/88.n/a 0.45 FBNDX Fidelity Investment Grade Bond -2.62-2.64 0.04 5.66 4.21 7.29 8/06/71.n/a 0.45 FMSFX Fidelity Mortgage Securities -2.42-2.36-0.62 5.37 3.89 6.93 12/31/84.n/a 0.45 FSHBX Fidelity Bond -0.39-0.20 0.99 2.42 2.20 4.84 9/15/86.n/a 0.45 FSICX Fidelity Strategic Income -2.48-2.16 3.76 7.68 7.13 7.20 5/01/98.n/a 0.70 FTBFX Fidelity Total Bond -2.49-2.22 0.65 6.46 5.01 5.53 10/15/02.n/a 0.45 FUSFX Fidelity Ultra-Short Bond -0.17 0.01 0.73 0.52 0.02 0.20 8/29/02 0.25/60 0.45 FSIQX Spartan Inflation-Protected Bond Index - Investor Class -7.21-7.48-5.11.n/a.n/a -3.97 5/16/12.n/a 0.20 FIBIX Spartan Intermediate Treasury Bond Index - Investor Class -3.69-3.44-2.81 5.62.n/a 5.84 12/20/05.n/a 0.20 FLBIX Spartan Long-Term Treasury Bond Index - Investor Class -5.67-7.46-8.51 7.41.n/a 6.76 12/20/05.n/a 0.20 FSBIX Spartan Treasury Bond Index - Investor Class -0.69-0.58-0.25 2.59.n/a 3.54 12/20/05.n/a 0.20 FBIDX Spartan U.S. Bond Index - Investor Class -2.55-2.63-1.05 4.89 4.21 6.63 3/08/90.n/a 0.22 BOND FUNDS - HIGH YIELD FAGIX Fidelity Capital & Income -1.47 2.10 10.48 10.06 9.26 10.18 11/01/77 1.00/90 0.73 FFRHX Fidelity Floating Rate High Income -0.27 1.21 4.78 4.84 4.50 4.47 8/16/00 1.00/60 0.71 FHIFX Fidelity Focused High Income -1.93-0.19 5.35 7.55.n/a 6.18 9/08/04 1.00/90 0.81 FGHNX Fidelity Global High Income -1.65-0.19 9.29.n/a.n/a 5.12 5/11/11 1.00/90 0.96 SPHIX Fidelity High Income -2.05 0.77 8.19 9.35 8.23 9.35 8/29/90 1.00/90 0.72 BOND FUNDS - INTERNATIONAL/GLOBAL FNMIX Fidelity New Markets Income -6.20-7.87 2.32 9.35 9.66 11.63 5/04/93 1.00/90 0.87 BALANCED/HYBRID FUNDS FBALX Fidelity Balanced 0.93 6.88 12.57 5.61 7.63 9.18 11/06/86.n/a 0.60 FBAKX Fidelity Balanced - Class K 0.96 6.96 12.70 5.75 7.71 9.21 11/06/86.n/a 0.48 The current yield reflects the current earnings of the fund, while the total return refers to a specific past holding period.

BALANCED/HYBRID FUNDS (CONTINUED) FFNOX Fidelity Four-in-One Index 1.08 8.80 17.13 5.41 7.18 4.00 6/29/99.n/a 0.24 FDYSX Fidelity Global Strategies -2.40 0.75 5.14 2.87.n/a 1.79 10/31/07.n/a 1.21 FPURX Fidelity Puritan 0.58 6.38 12.03 6.23 6.92 11.00 4/16/47.n/a 0.59 FPUKX Fidelity Puritan - Class K 0.60 6.46 12.17 6.37 7.00 11.01 4/16/47.n/a 0.48 FSRRX Fidelity Strategic Real Return -4.55-2.77 1.12 2.33.n/a 3.64 9/07/05 0.75/60 0.75 BALANCED/HYBRID FUNDS - CONVERTIBLE SECURITIES FCVSX Fidelity Convertible Securities 2.33 10.31 22.59 3.61 7.96 11.04 1/05/87.n/a 0.76 BALANCED/HYBRID FUNDS - INTERNATIONAL/GLOBAL FGBLX Fidelity Global Balanced -0.99 2.56 9.52 4.02 8.54 7.94 2/01/93 1.00/30 1.04 DOMESTIC EQUITY FUNDS - LARGE-CAP VALUE FBCVX Fidelity Blue Chip Value 3.44 16.51 26.06 2.22 5.21 4.82 6/17/03.n/a 0.77 FEQTX Fidelity Equity Dividend Income 2.72 14.32 20.45 4.93 5.58 10.10 8/21/90.n/a 0.67 FETKX Fidelity Equity Dividend Income - Class K 2.75 14.41 20.55 5.09 5.66 10.14 8/21/90.n/a 0.54 FEQIX Fidelity Equity-Income 3.15 14.30 23.61 5.39 6.46 11.53 5/16/66.n/a 0.68 FEIKX Fidelity Equity-Income - Class K 3.18 14.37 23.76 5.56 6.54 11.55 5/16/66.n/a 0.54 FLVEX Fidelity Large Cap Value Enhanced Index 2.94 15.73 26.38 6.09.n/a 1.80 4/19/07.n/a 0.47 FSLVX Fidelity Stock Selector Large Cap Value 3.34 16.23 25.60 3.58 6.57 4.94 11/15/01.n/a 0.57 FSDIX Fidelity Strategic Dividend & Income 0.75 9.58 15.62 6.34.n/a 6.72 12/23/03.n/a 0.81 DOMESTIC EQUITY FUNDS - LARGE-CAP BLEND FDEQX Fidelity Disciplined Equity 2.28 14.24 22.28 2.73 6.13 9.83 12/28/88.n/a 0.54 FDEKX Fidelity Disciplined Equity - Class K 2.32 14.26 22.45 2.90 6.22 9.86 12/28/88.n/a 0.39 FDGFX Fidelity Dividend Growth 1.77 11.30 21.46 7.67 5.87 10.35 4/27/93.n/a 0.93 FDGKX Fidelity Dividend Growth - Class K 1.80 11.38 21.68 7.88 5.97 10.40 4/27/93.n/a 0.77 FGRIX Fidelity Growth & Income 4.49 15.55 25.47 3.70 2.97 9.75 12/30/85.n/a 0.71 FGIKX Fidelity Growth & Income - Class K 4.53 15.65 25.67 3.90 3.07 9.79 12/30/85.n/a 0.54 FLCEX Fidelity Large Cap Core Enhanced Index 3.43 14.36 21.55 6.63.n/a 3.65 4/19/07.n/a 0.45 FLCSX Fidelity Large Cap Stock 4.93 16.24 27.87 9.36 7.98 7.69 6/22/95.n/a 0.85 FGRTX Fidelity Mega Cap Stock 4.53 14.38 24.17 7.98 6.90 3.84 12/28/98.n/a 0.76 FVDFX Fidelity Value Discovery 4.55 15.79 23.96 5.72 8.56 8.99 12/10/02.n/a 0.87 FVDKX Fidelity Value Discovery - Class K 4.61 15.93 24.20 5.94 8.67 9.10 12/10/02.n/a 0.68 FUSEX Spartan 500 Index - Investor Class 2.88 13.76 20.50 6.95 7.22 9.69 2/17/88.n/a 0.10 FSTMX Spartan Total Market Index - Investor Class 2.77 14.16 21.38 7.35 7.98 5.76 11/05/97 0.50/90 0.10 DOMESTIC EQUITY FUNDS - LARGE-CAP GROWTH FBGRX Fidelity Blue Chip Growth 4.09 13.52 20.89 9.02 7.33 10.68 12/31/87.n/a 0.90 FBGKX Fidelity Blue Chip Growth - Class K 4.13 13.59 21.06 9.22 7.43 10.72 12/31/87.n/a 0.74 FDCAX Fidelity Capital Appreciation 2.19 12.76 19.87 7.37 8.59 10.55 11/26/86.n/a 0.96 FCAKX Fidelity Capital Appreciation - Class K 2.19 12.82 20.01 7.56 8.69 10.59 11/26/86.n/a 0.81 FCNTX Fidelity Contrafund 2.05 11.42 16.79 5.98 9.88 12.28 5/17/67.n/a 0.74 FCNKX Fidelity Contrafund - Class K 2.07 11.48 16.92 6.12 9.96 12.29 5/17/67.n/a 0.63 FEXPX Fidelity Export and Multinational 0.84 10.19 16.69 3.52 7.43 11.57 10/04/94 0.75/30 0.82 FEXKX Fidelity Export and Multinational - Class K 0.88 10.29 16.90 3.71 7.53 11.63 10/04/94 0.75/30 0.65

DOMESTIC EQUITY FUNDS - LARGE-CAP GROWTH (CONTINUED) FFTYX Fidelity Fifty 1.70 12.53 19.41 3.10 5.55 9.11 9/17/93.n/a 0.94 FTQGX Fidelity Focused Stock 1.79 12.34 19.50 6.90 10.16 6.16 11/12/96.n/a 0.93 FFIDX Fidelity Fund 1.25 11.06 16.85 4.04 6.88 9.92 4/30/30.n/a 0.58 FFDKX Fidelity Fund - Class K 1.30 11.15 17.03 4.21 6.97 9.93 4/30/30.n/a 0.43 FDGRX Fidelity Growth Company 3.89 12.70 18.01 7.43 10.39 12.81 1/17/83.n/a 0.90 FGCKX Fidelity Growth Company - Class K 3.93 12.77 18.18 7.60 10.48 12.84 1/17/83.n/a 0.77 FDSVX Fidelity Growth Discovery 3.20 11.75 15.83 4.11 7.09 5.85 3/31/98.n/a 0.81 FGDKX Fidelity Growth Discovery - Class K 3.26 11.88 16.08 4.32 7.21 5.92 3/31/98.n/a 0.64 FDFFX Fidelity Independence 2.13 12.73 22.96 0.11 7.95 11.39 3/25/83.n/a 0.78 FDFKX Fidelity Independence - Class K 2.17 12.81 23.09 0.26 8.04 11.42 3/25/83.n/a 0.66 FLGEX Fidelity Large Cap Growth Enhanced Index 2.44 13.06 17.37 7.49.n/a 4.86 4/19/07.n/a 0.45 FMAGX Fidelity Magellan 2.84 12.23 20.03 1.30 4.42 16.10 5/02/63.n/a 0.51 FMGKX Fidelity Magellan - Class K 2.86 12.29 20.17 1.45 4.50 16.12 5/02/63.n/a 0.39 FNCMX Fidelity NASDAQ Composite Index Fund 4.46 13.27 17.35 9.21.n/a 7.34 9/25/03 0.75/90 0.58 FMILX Fidelity New Millennium Fund 3.05 14.88 21.72 9.55 9.49 13.63 12/28/92.n/a 0.96 FOCPX Fidelity OTC 8.64 16.39 21.36 9.22 10.32 12.76 12/31/84.n/a 0.91 FOCKX Fidelity OTC - Class K 8.67 16.45 21.53 9.39 10.41 12.79 12/31/84.n/a 0.77 FDSSX Fidelity Stock Selector All Cap 2.89 13.03 21.49 5.13 6.90 10.03 9/28/90.n/a 0.73 FSSKX Fidelity Stock Selector All Cap - Class K 2.96 13.14 21.65 5.31 7.00 10.08 9/28/90.n/a 0.61 FTRNX Fidelity Trend 2.15 9.82 17.19 7.23 8.48 11.48 6/16/58.n/a 0.89 DOMESTIC EQUITY FUNDS - MID-CAP VALUE FSMVX Fidelity Mid Cap Value 1.98 18.76 29.76 8.71 10.28 9.01 11/15/01 0.75/30 0.85 FDVLX Fidelity Value 3.18 16.98 31.44 7.15 9.37 12.38 12/01/78.n/a 0.68 FVLKX Fidelity Value - Class K 3.21 17.03 31.62 7.33 9.46 12.41 12/01/78.n/a 0.54 DOMESTIC EQUITY FUNDS - MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock 3.20 15.95 32.67 2.39 12.30 13.51 12/19/00 1.50/90 0.86 FLCKX Fidelity Leveraged Company Stock - Class K 3.25 16.02 32.84 2.57 12.40 13.60 12/19/00 1.50/90 0.69 FLPSX Fidelity Low-Priced Stock 4.45 15.29 27.05 9.80 11.30 14.34 12/27/89 1.50/90 0.88 FLPKX Fidelity Low-Priced Stock - Class K 4.50 15.35 27.22 9.95 11.38 14.38 12/27/89 1.50/90 0.76 FMEIX Fidelity Mid Cap Enhanced Index 2.17 16.53 26.99 8.11.n/a 6.05 12/20/07 0.75/30 0.62 FSLSX Fidelity Value Strategies 2.01 12.32 27.13 8.30 9.18 11.81 12/31/83.n/a 0.89 FVSKX Fidelity Value Strategies - Class K 2.04 12.40 27.34 8.53 9.31 11.86 12/31/83.n/a 0.71 FSEMX Spartan Extended Market Index - Investor Class 2.36 15.77 25.33 9.02 10.60 7.17 11/05/97 0.75/90 0.10 FSCLX Spartan Mid Cap Index - Investor Class 2.17 15.34 25.15.n/a.n/a 20.82 9/08/11 0.75/30 0.35 DOMESTIC EQUITY FUNDS - MID-CAP GROWTH FDEGX Fidelity Growth Strategies 3.71 15.93 23.55 4.23 6.57 8.14 12/28/90 1.50/90 0.73 FAGKX Fidelity Growth Strategies - Class K 3.73 16.08 23.84 4.49 6.71 8.20 12/28/90 1.50/90 0.48 FMCSX Fidelity Mid-Cap Stock 2.83 16.34 23.07 6.23 9.32 11.42 3/29/94 0.75/30 0.66 FKMCX Fidelity Mid-Cap Stock - Class K 2.86 16.42 23.23 6.42 9.42 11.48 3/29/94 0.75/30 0.51 FSSMX Fidelity Stock Selector Mid Cap 1.94 12.72 22.80 4.30 7.98 10.59 2/20/96.n/a 0.59 DOMESTIC EQUITY FUNDS - SMALL-CAP VALUE FCPVX Fidelity Small Cap Value -0.21 16.25 28.36 13.82.n/a 10.96 11/03/04 1.50/90 1.13

DOMESTIC EQUITY FUNDS - SMALL-CAP BLEND FSCRX Fidelity Small Cap Discovery 0.77 16.68 33.41 17.83 12.91 11.43 9/26/00 1.50/90 1.06 FCPEX Fidelity Small Cap Enhanced Index 2.06 14.33 26.00 9.10.n/a 6.16 12/20/07 1.50/90 0.76 FSLCX Fidelity Small Cap Stock 0.36 9.79 17.21 6.07 8.77 8.15 3/12/98 2.00/90 0.72 FDSCX Fidelity Stock Selector Small Cap 2.44 14.73 22.03 6.38 8.28 7.81 6/28/93 1.50/90 1.07 FSSPX Spartan Small Cap Index - Investor Class 3.06 15.79 24.10.n/a.n/a 22.26 9/08/11 1.50/90 0.46 DOMESTIC EQUITY FUNDS - SMALL-CAP GROWTH FCPGX Fidelity Small Cap Growth 3.37 18.49 23.89 7.82.n/a 9.73 11/03/04 1.50/90 1.03 INTERNATIONAL/GLOBAL FUNDS FICDX Fidelity Canada -4.86-2.71 5.05-2.80 10.70 9.88 11/17/87 1.50/90 0.77 FHKCX Fidelity China Region 0.91 1.27 19.31 4.81 13.26 9.09 11/01/95 1.50/90 1.04 FDIVX Fidelity Diversified International 0.48 4.91 18.28-1.09 7.97 8.51 12/27/91 1.00/30 1.01 FDIKX Fidelity Diversified International - Class K 0.54 4.98 18.51-0.90 8.07 8.55 12/27/91 1.00/30 0.84 FSEAX Fidelity Emerging Asia -6.04-6.32 8.10 0.50 13.15 7.12 4/19/93 1.50/90 0.94 FEMEX Fidelity Emerging Europe, Middle East, Africa (EMEA) -5.10-9.02 3.34-0.52.n/a -1.89 5/08/08 1.50/90 1.37 FIEUX Fidelity Europe 0.68 4.77 23.23-0.77 9.53 8.87 10/01/86 1.00/30 0.83 FECAX Fidelity Europe Capital Appreciation 0.61 4.26 24.28-1.02 8.09 8.46 12/21/93 1.00/30 0.95 FGBFX Fidelity Global Bond -2.97-5.16-2.89.n/a.n/a -2.00 5/22/12.n/a 1.28 FGILX Fidelity Global Equity Income 1.33 8.32 17.10.n/a.n/a 11.09 5/02/12 1.00/30 2.18 FINUX Fidelity International Bond -3.05-6.30-3.03.n/a.n/a -2.04 5/22/12.n/a 1.26 FIVFX Fidelity International Capital Appreciation -2.65 3.39 18.34 2.32 6.61 5.81 11/01/94 1.00/30 1.22 FIGRX Fidelity International Discovery -0.32 4.90 20.36-0.24 8.95 7.79 12/31/86 1.00/30 1.01 FIDKX Fidelity International Discovery - Class K -0.29 4.97 20.54-0.05 9.06 7.83 12/31/86 1.00/30 0.84 FIENX Fidelity International Enhanced Index -0.38 4.33 19.64-1.16.n/a -2.70 12/20/07 1.00/30 0.63 FIGFX Fidelity International Growth -1.93 4.32 15.49 3.17.n/a 0.34 11/01/07 1.00/30 1.28 FISMX Fidelity International Small Cap 1.03 11.20 25.95 3.09 12.96 14.95 9/18/02 2.00/90 1.36 FSCOX Fidelity International Small Cap Opportunities 0.50 6.89 22.90 0.32.n/a 4.86 8/02/05 2.00/90 1.47 FIVLX Fidelity International Value -0.51 3.96 19.90-2.23.n/a -0.38 5/18/06 1.00/30 1.13 FJPNX Fidelity Japan 3.37 15.56 19.95-0.93 5.43 3.62 9/15/92 1.50/90 1.09 FJSCX Fidelity Japan Smaller Companies 7.27 35.06 44.34 6.35 7.83 4.75 11/01/95 1.50/90 1.05 FLATX Fidelity Latin America -14.48-15.98-11.93-7.09 16.59 9.22 4/19/93 1.50/90 1.02 FNORX Fidelity Nordic 0.60 10.13 26.80-0.30 11.47 10.26 11/01/95 1.50/90 1.08 FOSFX Fidelity Overseas 0.23 5.88 22.11-1.80 7.31 10.04 12/04/84 1.00/30 0.69 FOSKX Fidelity Overseas - Class K 0.29 5.96 22.34-1.61 7.42 10.08 12/04/84 1.00/30 0.51 FPBFX Fidelity Pacific Basin 0.00 10.90 25.13 5.41 11.36 6.67 10/01/86 1.50/90 1.28 FTIEX Fidelity Total International Equity -2.76 0.82 15.67-0.20.n/a -3.07 11/01/07 1.00/30 1.16 FWWFX Fidelity Worldwide 0.91 8.85 19.93 3.22 8.90 7.52 5/30/90 1.00/30 1.11 FSGUX Spartan Global ex U.S. Index - Investor Class -3.01-0.82 13.19.n/a.n/a 6.15 9/08/11 1.00/90 0.34 FSIIX Spartan International Index - Investor Class -0.81 3.41 18.59-0.43 7.66 4.54 11/05/97 1.00/90 0.20 INTERNATIONAL/GLOBAL FUNDS - EMERGING MARKETS FEMKX Fidelity Emerging Markets -6.25-4.35 7.60-4.27 12.42 4.87 11/01/90 1.50/90 1.09 FKEMX Fidelity Emerging Markets - Class K -6.17-4.23 7.87-4.04 12.55 4.93 11/01/90 1.50/90 0.87 FEDDX Fidelity Emerging Markets Discovery -6.52-5.84 12.35.n/a.n/a 11.79 11/01/11 2.00/90 3.07

INTERNATIONAL/GLOBAL FUNDS - EMERGING MARKETS (CONTINUED) FTEMX Fidelity Total Emerging Marketsm -7.12-9.08 3.18.n/a.n/a 3.02 11/01/11 1.50/90 1.60 FPEMX Spartan Emerging Markets Index - Investor Class -7.64-10.25 1.97.n/a.n/a -3.39 9/08/11 1.50/90 0.46 SPECIALTY / SELECT FUNDS FFGCX Fidelity Global Commodity Stock -13.79-16.81-7.90.n/a.n/a 5.94 3/25/09 1.00/30 1.10 FIREX Fidelity International Real Estate -1.68 4.20 28.57 2.10.n/a 5.53 9/08/04 1.50/90 1.19 FRIFX Fidelity Real Estate Income -1.88 3.70 12.14 10.48 7.45 8.08 2/04/03 0.75/90 0.90 FRESX Fidelity Real Estate Investment -1.61 5.80 8.44 7.94 10.78 10.43 11/17/86 0.75/90 0.84 FSAIX Fidelity Select Air Transportation 1.20 19.00 27.78 16.61 10.45 10.36 12/16/85 0.75/30 0.94 FSAVX Fidelity Select Automotive 14.40 23.14 47.01 13.84 8.27 8.95 6/30/86 0.75/30 0.91 FSRBX Fidelity Select Banking 7.33 18.44 23.98 7.14 1.60 9.68 6/30/86 0.75/30 0.85 FBIOX Fidelity Select Biotechnology 7.11 28.93 37.25 18.42 12.47 13.26 12/16/85 0.75/30 0.81 FSLBX Fidelity Select Brokerage and Investment Management 7.73 20.62 40.15 5.54 7.67 11.08 7/29/85 0.75/30 1.79 FSCHX Fidelity Select Chemicals 1.15 6.28 19.81 9.70 16.05 14.11 7/29/85 0.75/30 0.83 FSDCX Fidelity Select Communications Equipment 3.40 8.80 23.32 5.07 7.39 9.76 6/29/90 0.75/30 0.93 FDCPX Fidelity Select Computers 0.66 11.52 12.59 11.01 9.34 11.73 7/29/85 0.75/30 0.85 FSHOX Fidelity Select Construction and Housing 2.03 12.12 31.62 13.79 11.06 11.65 9/29/86 0.75/30 0.86 FSCPX Fidelity Select Consumer Discretionary 6.99 19.35 26.90 14.67 8.25 9.80 6/29/90 0.75/30 0.86 FSVLX Fidelity Select Consumer Finance 4.69 15.89 29.90 0.51-4.65 8.76 12/16/85 0.75/30 0.89 FDFAX Fidelity Select Consumer Staples -0.73 11.21 17.03 10.88 11.61 13.35 7/29/85 0.75/30 0.81 FSDAX Fidelity Select Defense and Aerospace 5.80 17.70 27.33 10.72 12.81 11.27 5/08/84 0.75/30 0.84 FSELX Fidelity Select Electronics 4.97 17.73 15.76 7.48 6.05 10.11 7/29/85 0.75/30 0.84 FSENX Fidelity Select Energy -0.99 9.77 20.81-5.42 12.72 9.23 7/14/81 0.75/30 0.82 FSESX Fidelity Select Energy Service 0.96 12.98 27.21-8.48 10.65 9.15 12/16/85 0.75/30 0.82 FSLEX Fidelity Select Environment and Alternative Energy 2.75 12.09 25.19 2.56 6.03 3.48 6/29/89 0.75/30 0.99 FIDSX Fidelity Select Financial Services 6.23 14.04 26.76 1.84 0.97 11.28 12/10/81 0.75/30 0.96 FSAGX Fidelity Select Gold -37.37-48.05-46.52-12.42 4.40 5.19 12/16/85 0.75/30 0.93 FSPHX Fidelity Select Health Care 5.54 20.93 29.40 13.92 9.94 15.50 7/14/81 0.75/30 0.79 FSCGX Fidelity Select Industrial Equipment 0.23 8.86 19.30 6.58 10.87 9.58 9/29/86 0.75/30 0.82 FCYIX Fidelity Select Industrials 1.52 14.29 25.67 9.42 12.94 9.84 3/03/97 0.75/30 0.85 FSPCX Fidelity Select Insurance 6.86 22.56 35.83 9.05 5.48 10.98 12/16/85 0.75/30 0.87 FBSOX Fidelity Select IT Services 3.95 19.26 27.90 13.63 12.84 11.09 2/04/98 0.75/30 0.86 FDLSX Fidelity Select Leisure 3.51 16.99 21.46 15.87 11.22 13.97 5/08/84 0.75/30 0.85 FSDPX Fidelity Select Materials -2.69 2.92 15.19 5.29 14.46 10.27 9/29/86 0.75/30 0.85 FSHCX Fidelity Select Medical Delivery 7.85 15.97 14.97 12.78 14.04 11.52 6/30/86 0.75/30 0.84 FSMEX Fidelity Select Medical Equipment and Systems 3.40 17.71 20.10 8.56 10.05 12.48 4/28/98 0.75/30 0.83 FBMPX Fidelity Select Multimedia 5.95 20.75 37.64 17.38 10.08 12.78 6/30/86 0.75/30 0.88 FSNGX Fidelity Select Natural Gas -3.47 6.64 11.97-9.62 9.52 8.65 4/21/93 0.75/30 0.87 FNARX Fidelity Select Natural Resources -3.85 4.53 15.53-5.51 12.82 9.76 3/03/97 0.75/30 0.86 FPHAX Fidelity Select Pharmaceuticals 3.95 17.15 22.70 14.76 9.98 6.67 6/18/01 0.75/30 0.85 FSRPX Fidelity Select Retailing 8.99 17.67 26.44 19.71 12.53 13.14 12/16/85 0.75/30 0.86 FSCSX Fidelity Select Software and Computer Services 6.69 17.51 22.75 12.61 11.90 15.21 7/29/85 0.75/30 0.82 FSPTX Fidelity Select Technology 2.83 7.81 12.03 9.85 8.65 11.87 7/14/81 0.75/30 0.81 FSTCX Fidelity Select Telecommunications 5.02 10.58 20.03 8.52 8.22 10.47 7/29/85 0.75/30 0.87 FSRFX Fidelity Select Transportation 1.81 20.76 22.92 11.61 11.25 12.32 9/29/86 0.75/30 0.89

SPECIALTY / SELECT FUNDS (CONTINUED) FSUTX Fidelity Select Utilities -3.20 10.64 10.86 2.36 9.33 11.15 12/10/81 0.75/30 0.83 FWRLX Fidelity Select Wireless 0.11 6.63 21.34 7.01 13.16 0.57 9/21/00 0.75/30 0.90 FIUIX Fidelity Telecom and Utilities -1.23 8.63 11.53 4.76 8.74 8.93 11/27/87.n/a 0.83 FRXIX Spartan Real Estate Index - Investor Class -1.32 5.62 7.51.n/a.n/a 14.37 9/08/11 0.75/90 0.34 MARKET INDICATORS^^ For comparison purposes only. It is not possible to invest directly in these indicators. Barclays U.S. Intermediate Government/ Credit Bond Index -1.70-1.45 0.28 4.57 4.03 Dow Jones Industrial Average 2.92 15.20 18.87 8.64 7.92 MSCI EAFE Index (Net MA) -0.89 4.22 18.75-0.49 7.84 Standard & Poor s 500 SM Index 2.91 13.82 20.60 7.01 7.30 Total returns are historical and include change in share value and reinvestment of dividends and capital gains, if any. total returns are reported as of the period indicated. Life of fund figures are reported as of the inception date to the period indicated. These figures do not include the effects of sales charges, if any, as these charges are waived for contributions made through your company s employee benefit plan. If sales charges were included, returns would have been lower. With the exception of domestic equity mutual funds, investment options have been assigned to investment categories based on Fidelity s analysis. Fidelity has verified the accuracy of the placement of certain third-party non-mutual funds with either the plan sponsor or the plan sponsor s consultant. Within Domestic Equities, mutual funds are listed according to their actual Morningstar categories as of the date indicated. Morningstar categories are based on a fund s style as measured by its underlying portfolio holdings over the past 3 years and may change at any time. These style calculations do not represent the funds objectives and do not predict the funds future styles. SPECIFIC FUNDS For a mutual fund, the expense ratio is the total annual fund or class operating expenses (before waivers or reimbursements) paid by the fund and stated as a percent of the fund s total net assets. Where the investment option is not a mutual fund, the figure displayed in the expense ratio field is intended to reflect similar information. However, it may have been calculated using methodologies that differ from those used for mutual funds. Mutual fund data has been drawn from the most recent prospectus. For non-mutual fund investment options, the information has been provided by the trustee or plan sponsor. When no ratio is shown for these options it is due to the fact that none was available. Nevertheless, there may be fees and expenses associated with the investment option. Formerly known as Fidelity U.S. Treasury Money Market (5/01/13). Total returns shown prior to September 19, 2002, are those of Fidelity Advisor Floating Rate High Income Fund Institutional Class, which commenced operations on August 16, 2000. Total returns shown since September 19, 2002 are Fidelity Floating Rate High Income Fund. Initial offering of the retirement (K) class took place on May 9, 2008. Returns and expenses prior to that date are those of the non-k, non-advisor class. Had K class expenses been reflected in the returns shown, total returns would have been higher. Fidelity is temporarily reimbursing a portion of the fund s expenses. Absent such reimbursement, returns would have been lower. Total returns shown prior to June 6, 2012, are those of Fidelity Advisor Stock Selector Mid Cap-Class I, which commenced operations on February 20, 1996. Total returns shown since June 6, 2012 are Fidelity Stock Selector Mid Cap Fund. Prior to 10/1/2006 these Fidelity Select Portfolios operated under certain different investment policies, and compared their performance to different benchmarks. The fund s historical performance might not represent its current investment policies. MARKET INDICATORS ^^ Indices are unmanaged and you cannot invest directly in an index. Barclays U.S. Intermediate Government/Credit Bond Index is a market value-weighted index of investment-grade fixed-rate debt securities with maturities from one up to (but not including) ten years from the U.S. Treasury, U.S. Government-Related, and U.S. Corporate Indices. Barclays Capital market indicators changed to Barclays (3/16/12). Dow Jones Industrial Average, published by Dow Jones & Company, is a price-weighted index that serves as a measure of the entire U.S. market. The index comprises 30 actively traded stocks, covering such diverse industries as financial services, retail, entertainment, and consumer goods. Morgan Stanley Capital International Europe, Australasia, and Far East (MSCI EAFE ) Index (Net MA) is a market capitalization-weighted index that is designed to measure the investable equity market performance for global investors in developed markets, excluding the US & Canada. Index returns are adjusted for tax withholding rates applicable to U.S. based mutual funds organized as Massachusetts business trusts. The S&P 500 Index is a registered service mark of The McGraw-Hill Companies, Inc., and has been licensed for use by Fidelity Distributors Corporation and its affiliates. It is an unmanaged index of the common stock prices of 500 widely held U.S. stocks that includes the reinvestment of dividends.

INVESTMENT RISK These target date funds are designed for investors expecting to retire around the year indicated in each target date fund. The target date funds are managed to gradually become more conservative over time. The investment risks of each target date fund changes over time as its asset allocation changes. They are subject to the volatility of the financial markets, including equity and fixed income investments in the U.S. and abroad and may be subject to risks associated with investing in high yield, small cap and foreign securities. Principal invested is not guaranteed at any time, including at or after their target dates. * An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although money market funds seek to preserve the value of your investment at $1 per share, it is possible to lose money by investing in these funds. Although bonds generally present less short-term risk and volatility than stocks, the bond market is volatile and bond funds do entail interest rate risk (as interest rates rise, bond prices usually fall, and vice versa). This effect is usually more pronounced for longer-term securities. Bond funds also entail issuer credit risk, and the risk of default, or the risk that an issuer will be unable to make income or principal payments. Additionally, bond funds and short-term investments entail greater inflation risk, or the risk that the return of an investment will not keep up with increases in the prices of goods and services, than stocks. The fund may invest in lower-quality debt securities that generally offer higher yields, but also involve greater risk of default or price changes due to potential changes in the credit quality of the issuer. Foreign investments, especially those in emerging markets, involve greater risk and may offer greater potential returns than U.S. investments. This risk includes political and economic uncertainties of foreign countries, as well as the risk of currency fluctuation. Investments in mid-sized companies may involve greater risks than those of larger, more well-known companies, but may be less volatile than investments in smaller companies. Investments in smaller companies may involve greater risks than those of larger, more well-known companies. Because of their narrow focus, sector funds may be more volatile than funds that diversify across many sectors. Before investing in any mutual fund, consider the investment objectives, risks, charges and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 2013 FMR LLC, All rights reserved. 652097.1.0 ZAFK