Announcing new fund choices
You've asked for more investment options in your pension plan. We are pleased to announce the addition of four new funds that have historically performed well. The BlackRock Total Return fund is no longer available.
Effective April 1, 2010.
Fidelity Freedom Funds®
Fidelity Freedom 2010 Fund® (00371)
Fidelity Freedom 2015® (01313)
Fidelity Freedom 2020® (00372)
Fidelity Freedom 2025® (01314)
Fidelity Freedom 2030® (00373)
Fidelity Freedom 2035® (01315)
Fidelity Freedom 2040® (00718)
Fidelity Freedom 2045® (01617)
Fidelity Freedom 2050® (01618)
About Fidelity Freedom Funds. This fund group frees you from managing your investments on your own. You choose one professionally managed fund for a lifetime retirement strategy. These funds are subject to the volatility of the financial markets in the U.S. and abroad and may be subject to the additional risks associated with investing in high-yield, small cap, and foreign securities.
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More investment choices
Listed in order of increasing risk (scroll to view all options)
Fidelity Retirement Money Market Portfolio (FRTXX and 00630)
This short-term fund seeks a high level of current income and invests in U.S. dollar-denominated money market securities.
Church Life Insurance Corporation Tax Sheltered Annuity (43177)
Note: This fund is available only to current Defined Contribution plan participants who also have RSVP Tax Sheltered Annuity investments as of 01/15/05.
This annuity fund seeks the highest possible yield while offering a guarantee of principal and interest, investing primarily in high quality investment grade securities including, but not limited to, U.S. Treasury, agency, and mortgage-backed securities, and publicly traded corporate bonds.
Church Pension Fund Stable Value Option (49238) (formerly IncomeBuilder annuity)
This stable value option provides consistent, predictable, tax-deferred growth at an interest rate based on financial conditions. This fund is designed to preserve your principal and interest; provide guaranteed lifetime income; and offer flexibility of withdrawals and transfers. It is funded by the IncomeBuilder group annuity contract issued by the Church Life Insurance Corporation. Download Church Pension Fund Stable Value Option details
Dodge and Cox Income Fund (92767)
This fund seeks to provide high current income consistent with long-term preservation of capital. Primarily invests in a diversified portfolio of fixed income securities, including U.S. government obligations and investment grade debt securities. The fund may also invest in lower-rated debt securities, which involve greater risks. Share price, yield and return will vary.
Dodge and Cox Stock Fund (94769)
The fund primarily invests in a broadly diversified portfolio of common stocks, including companies that appear to be temporarily undervalued by the stock market but which have a favorable outlook for long-term growth. The fund focuses on the underlying financial condition and prospects of individual companies, including future earnings, cash flow and dividends. Companies are also selected with an emphasis on financial strength and sound economic condition. Share price and return will vary.
Domini Social Equity Fund (93967)
This index fund seeks long-term capital appreciation to match the performance of the Domini 400 Social Indexsm. This fund is composed primarily of medium- to large-cap stocks in U.S. companies with positive records in community involvement, the environment, employee relations, and hiring practices. Stock values fluctuate in response to the activities of individual companies and general market and economic conditions.
Fidelity Disciplined Equity Fund (00315)
This fund seeks capital growth and normally invests at least 80% of its assets in common stocks. The fund may invest in securities of domestic and foreign issuers. Share price and return will vary.
Fidelity Dividend Growth Fund (00330)
This growth fund seeks capital appreciation and normally invests at least 80% of its assets in equity securities that Fidelity Management & Research Company believes have the potential to pay dividends in the future. The fund may invest in equities of domestic and foreign issuers. The fund does not invest in income. Share price and return will vary.
Spartan 500 Index Fund – Investor Class (00650)
The fund normally invests at least 80% of its assets in common stocks included in the S&P500® Index, which broadly represents the performance of common stocks publicly traded in the United States. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Share price and return will vary.
Neuberger Berman Genesis Fund - Investor Class (93698)
Primarily invests in common stocks of small cap companies (those with market capitalizations of up to $1.5 billion at the time of investment), using the value-oriented investment approach. The portfolio looks for growth potential by investing in strong companies with solid performance histories and proven management. The portfolio diversifies among many companies and industries to help reduce risk. Investments in smaller companies may involve greater risk than those in larger, better-known companies. Share price and return will vary.
Fidelity Contrafund (00022)
Primarily invests in common stocks. The fund may invest in securities of domestic and foreign issuers whose value the fund's manager believes is not fully recognized by the public. The fund may invest in "growth" or "value" stocks, or both. Share price and return will vary.
EuroPacific Growth Fund (REREX and 45638)
This fund invests primarily in stocks of companies that do most of their business outside of the United States. Normally, at least 80% of the fund's total assets will be invested in securities of companies from Europe or the Pacific Basin.
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