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This page shows a performance summary of all the investments in your plan: NON-PROFIT ORG PLAN. Click an investment to view quarter-end returns, risks, fees and expenses.
 
 

The performance data featured represents past performance, which is no guarantee of 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 data quoted.

 
   
         
         
  Average Annual Total Returns   Cumulative Returns  
         
Investments 3 Months YTD As of Date
Stock Investments
Large Cap
FID 500 INDEX
Inception Date 02/17/1988
1.69 20.25 07/31/2019
FID BLUE CHIP GR
Inception Date 12/31/1987
0.42 22.68 07/31/2019
FID BLUE CHIP VALUE
Inception Date 06/17/2003
1.18 12.24 07/31/2019
FID CAPITAL APPREC
Inception Date 11/26/1986
1.97 20.52 07/31/2019
FID CONTRAFUND
Inception Date 05/17/1967
1.45 21.87 07/31/2019
FID DISCIPLND EQTY
Inception Date 12/28/1988
3.22 22.04 07/31/2019
FID DIVIDEND GR
Inception Date 04/27/1993
-0.07 16.91 07/31/2019
FID EQ DIV INCOME
Inception Date 08/21/1990
0.01 15.74 07/31/2019
FID EQUITY INC
Inception Date 05/16/1966
0.57 16.83 07/31/2019
FID EXPORT & MULTI
Inception Date 10/04/1994
-0.05 16.31 07/31/2019
FID FIDELITY FUND
Inception Date 04/30/1930
3.15 21.49 07/31/2019
FID FOCUSED STOCK
Inception Date 11/12/1996
2.17 23.70 07/31/2019
FID GROWTH & INC
Inception Date 12/30/1985
-0.26 17.52 07/31/2019
FID GROWTH DISC
Inception Date 03/31/1998
1.30 22.82 07/31/2019
FID INDEPENDENCE
Inception Date 03/25/1983
2.71 23.02 07/31/2019
FID LARGE CAP STOCK
Inception Date 06/22/1995
-0.61 18.29 07/31/2019
FID LC CORE ENH INDX
Inception Date 04/19/2007
0.85 16.97 07/31/2019
FID LC GRO ENH INDX
Inception Date 04/19/2007
1.59 20.98 07/31/2019
FID LC VAL ENH INDX
Inception Date 04/19/2007
0.23 14.55 07/31/2019
FID MAGELLAN
Inception Date 05/02/1963
2.79 22.50 07/31/2019
FID MEGA CAP STOCK
Inception Date 12/28/1998
-0.06 17.54 07/31/2019
FID NASDAQ COMP INDX
Inception Date 09/25/2003
1.22 23.99 07/31/2019
FID NEW MILLEN
Inception Date 12/28/1992
1.93 18.58 07/31/2019
FID OTC PORTFOLIO
Inception Date 12/31/1984
0.73 25.13 07/31/2019
FID SEL CONS DISCR
Inception Date 06/29/1990
-0.63 21.11 07/31/2019
FID SEL CONS STAPLES
Inception Date 07/29/1985
1.05 22.53 07/31/2019
FID SEL INDUSTRIALS
Inception Date 03/03/1997
-0.68 23.09 07/31/2019
FID SEL LEISURE
Inception Date 05/08/1984
6.31 27.74 07/31/2019
FID SEL RETAILING
Inception Date 12/16/1985
-1.36 19.68 07/31/2019
FID STK SEL ALL CAP
Inception Date 09/28/1990
1.41 21.23 07/31/2019
FID STKSEL LGCAP VAL
Inception Date 11/15/2001
0.30 16.06 07/31/2019
FID TOTAL MKT IDX
Inception Date 11/05/1997
1.57 20.44 07/31/2019
FID TREND
Inception Date 06/16/1958
3.66 24.53 07/31/2019
FID US SUSTN IDX
Inception Date 05/09/2017
2.14 20.30 07/31/2019
FID VALUE DISCOV
Inception Date 12/10/2002
1.55 14.67 07/31/2019
FID VALUE STRAT
Inception Date 12/31/1983
0.27 23.38 07/31/2019
Mid-Cap
FID EXTD MKT IDX
Inception Date 11/05/1997
1.00 21.43 07/31/2019
FID GROWTH STRAT
Inception Date 12/28/1990
6.04 28.60 07/31/2019
FID LEVERGD CO STK
Inception Date 12/19/2000
-0.10 25.06 07/31/2019
FID LOW PRICED STK
Inception Date 12/27/1989
0.02 13.00 07/31/2019
FID MID CAP ENH INDX
Inception Date 12/20/2007
0.67 19.84 07/31/2019
FID MID CAP IDX
Inception Date 09/08/2011
1.78 23.08 07/31/2019
FID MID CAP STOCK
Inception Date 03/29/1994
2.56 18.81 07/31/2019
FID MID CAP VALUE
Inception Date 11/15/2001
-1.48 15.09 07/31/2019
FID SEL AIR TRANSPRT
Inception Date 12/16/1985
1.57 18.73 07/31/2019
FID SEL AUTOMOTIVE
Inception Date 06/30/1986
0.54 13.66 07/31/2019
FID SEL CHEMICALS
Inception Date 07/29/1985
-6.11 6.57 07/31/2019
FID SEL CONSTR/HOUSE
Inception Date 09/29/1986
2.83 28.29 07/31/2019
FID SEL DEFENSE
Inception Date 05/08/1984
4.06 27.51 07/31/2019
FID SEL ENV ALT ENGY
Inception Date 06/29/1989
-1.95 18.02 07/31/2019
FID SEL IT SERVICES
Inception Date 02/04/1998
4.75 37.60 07/31/2019
FID SEL TRANSPORT
Inception Date 09/29/1986
0.28 17.20 07/31/2019
FID STK SEL MID CAP
Inception Date 02/20/1996
0.58 21.34 07/31/2019
FID VALUE
Inception Date 12/01/1978
-0.47 21.26 07/31/2019
Small Cap
FID SM CAP DISCOVERY
Inception Date 09/26/2000
-2.22 17.80 07/31/2019
FID SM CAP ENH INDX
Inception Date 12/20/2007
0.72 17.62 07/31/2019
FID SM CAP IDX
Inception Date 09/08/2011
-0.68 17.70 07/31/2019
FID SMALL CAP GROWTH
Inception Date 11/03/2004
4.14 28.21 07/31/2019
FID SMALL CAP STOCK
Inception Date 03/12/1998
1.30 21.87 07/31/2019
FID SMALL CAP VALUE
Inception Date 11/03/2004
-1.12 14.46 07/31/2019
FID STK SEL SM CAP
Inception Date 06/28/1993
1.80 21.72 07/31/2019
International
FID CANADA
Inception Date 11/17/1987
2.03 19.60 07/31/2019
FID CHINA REGION
Inception Date 11/01/1995
-2.90 18.26 07/31/2019
FID DIVERSIFD INTL
Inception Date 12/27/1991
1.04 16.56 07/31/2019
FID EMEA
Inception Date 05/08/2008
1.42 14.50 07/31/2019
FID EMERG MKTS DISC
Inception Date 11/01/2011
0.15 11.61 07/31/2019
FID EMERGING ASIA
Inception Date 04/19/1993
-2.31 16.38 07/31/2019
FID EMERGING MKTS
Inception Date 11/01/1990
0.50 20.24 07/31/2019
FID EMRG MKTS IDX
Inception Date 09/08/2011
-3.64 8.18 07/31/2019
FID EUROPE
Inception Date 10/01/1986
-4.16 11.40 07/31/2019
FID GLB EX US IDX
Inception Date 09/08/2011
-1.71 11.36 07/31/2019
FID GLOBAL EQ INCOME
Inception Date 05/02/2012
0.38 15.99 07/31/2019
FID INTL CAP APPREC
Inception Date 11/01/1994
2.92 22.71 07/31/2019
FID INTL DISCOVERY
Inception Date 12/31/1986
0.17 15.11 07/31/2019
FID INTL ENH INDEX
Inception Date 12/20/2007
-2.33 9.23 07/31/2019
FID INTL GROWTH
Inception Date 11/01/2007
1.90 20.32 07/31/2019
FID INTL INDEX
Inception Date 11/05/1997
-1.19 11.94 07/31/2019
FID INTL SM CAP OPP
Inception Date 08/02/2005
-1.93 13.51 07/31/2019
FID INTL SMALL CAP
Inception Date 09/18/2002
0.15 11.44 07/31/2019
FID INTL SUSTN IDX
Inception Date 05/09/2017
-1.60 11.19 07/31/2019
FID INTL VALUE
Inception Date 05/18/2006
-2.83 8.67 07/31/2019
FID JAPAN SMALL CO
Inception Date 11/01/1995
0.43 9.05 07/31/2019
FID JAPAN
Inception Date 09/15/1992
0.27 13.42 07/31/2019
FID LATIN AMERICA
Inception Date 04/19/1993
13.03 25.52 07/31/2019
FID NORDIC
Inception Date 11/01/1995
-3.89 4.90 07/31/2019
FID OVERSEAS
Inception Date 12/04/1984
1.10 17.12 07/31/2019
FID PACIFIC BASIN
Inception Date 10/01/1986
-0.10 17.78 07/31/2019
FID TOTAL EMERG MKTS
Inception Date 11/01/2011
0.31 12.78 07/31/2019
FID TOTAL INTL EQ
Inception Date 11/01/2007
-0.44 16.11 07/31/2019
FID WORLDWIDE
Inception Date 05/30/1990
1.06 19.52 07/31/2019
Specialty
FID GLB COMDTY STK
Inception Date 03/25/2009
-0.64 10.09 07/31/2019
FID INTL REAL ESTATE
Inception Date 09/08/2004
2.84 14.73 07/31/2019
FID REAL ESTATE IDX
Inception Date 09/08/2011
2.66 18.52 07/31/2019
FID REAL ESTATE INC
Inception Date 02/04/2003
3.59 12.96 07/31/2019
FID REAL ESTATE INVS
Inception Date 11/17/1986
2.91 19.55 07/31/2019
FID SEL BANKING
Inception Date 06/30/1986
0.49 22.17 07/31/2019
FID SEL BIOTECH
Inception Date 12/16/1985
0.92 15.95 07/31/2019
FID SEL BROKERAGE
Inception Date 07/29/1985
1.56 18.97 07/31/2019
FID SEL COMM EQUIP
Inception Date 06/29/1990
-5.40 15.09 07/31/2019
FID SEL COMM SERV
Inception Date 06/30/1986
1.27 24.67 07/31/2019
FID SEL COMPUTERS
Inception Date 07/29/1985
-1.87 18.17 07/31/2019
FID SEL CONSUMER FIN
Inception Date 12/16/1985
3.54 30.62 07/31/2019
FID SEL ENERGY SVCS
Inception Date 12/16/1985
-12.65 3.07 07/31/2019
FID SEL ENERGY
Inception Date 07/14/1981
-8.20 9.09 07/31/2019
FID SEL FINANCIAL
Inception Date 12/10/1981
2.26 21.66 07/31/2019
FID SEL GOLD
Inception Date 12/16/1985
24.44 23.41 07/31/2019
FID SEL HEALTHCARE
Inception Date 07/14/1981
6.84 13.38 07/31/2019
FID SEL HTH CARE SVC
Inception Date 06/30/1986
9.55 5.27 07/31/2019
FID SEL INSURANCE
Inception Date 12/16/1985
5.61 24.60 07/31/2019
FID SEL MATERIALS
Inception Date 09/29/1986
-4.16 9.57 07/31/2019
FID SEL MED TECH&DV
Inception Date 04/28/1998
8.47 19.74 07/31/2019
FID SEL NATURAL GAS
Inception Date 04/21/1993
-13.06 5.56 07/31/2019
FID SEL NATURAL RES
Inception Date 03/03/1997
-4.63 13.54 07/31/2019
FID SEL PHARMACEUTCL
Inception Date 06/18/2001
3.89 10.96 07/31/2019
FID SEL SEMICONDUCT
Inception Date 07/29/1985
-0.56 35.43 07/31/2019
FID SEL SOFTWARE
Inception Date 07/29/1985
1.57 27.78 07/31/2019
FID SEL TECHNOLOGY
Inception Date 07/14/1981
2.50 31.59 07/31/2019
FID SEL TELECOMM
Inception Date 07/29/1985
3.92 14.11 07/31/2019
FID SEL UTILITIES
Inception Date 12/10/1981
0.91 12.58 07/31/2019
FID SEL WIRELESS
Inception Date 09/21/2000
1.84 21.41 07/31/2019
FID TELECOM & UTIL
Inception Date 11/27/1987
2.71 12.74 07/31/2019
Blended Investments*
Large Cap
FID FOUR IN ONE IDX
Inception Date 06/29/1999
1.17 16.20 07/31/2019
Specialty
FID ASSET MGR 50%
Inception Date 12/28/1988
1.47 11.69 07/31/2019
Large Cap
FID ASSET MGR 85%
Inception Date 09/24/1999
0.83 16.45 07/31/2019
FID STRAT DIV & INC
Inception Date 12/23/2003
1.67 15.14 07/31/2019
Other
FID CONVERTIBLE SEC
Inception Date 01/05/1987
3.89 20.37 07/31/2019
 
FID ASSET MGR 20%
Inception Date 10/01/1992
1.66 6.99 07/31/2019
FID ASSET MGR 30%
Inception Date 10/09/2007
1.78 8.79 07/31/2019
FID ASSET MGR 40%
Inception Date 10/09/2007
1.64 10.23 07/31/2019
FID ASSET MGR 60%
Inception Date 10/09/2007
1.36 13.18 07/31/2019
FID ASSET MGR 70%
Inception Date 12/30/1991
1.04 14.34 07/31/2019
FID BALANCED
Inception Date 11/06/1986
1.34 15.84 07/31/2019
FID FDM IDX 2005 INV
Inception Date 10/02/2009
2.13 8.49 07/31/2019
FID FDM IDX 2010 INV
Inception Date 10/02/2009
2.00 9.80 07/31/2019
FID FDM IDX 2015 INV
Inception Date 10/02/2009
1.86 11.05 07/31/2019
FID FDM IDX 2020 INV
Inception Date 10/02/2009
1.78 12.08 07/31/2019
FID FDM IDX 2025 INV
Inception Date 10/02/2009
1.68 12.97 07/31/2019
FID FDM IDX 2030 INV
Inception Date 10/02/2009
1.51 14.54 07/31/2019
FID FDM IDX 2035 INV
Inception Date 10/02/2009
1.09 16.10 07/31/2019
FID FDM IDX 2040 INV
Inception Date 10/02/2009
0.96 16.62 07/31/2019
FID FDM IDX 2045 INV
Inception Date 10/02/2009
0.96 16.63 07/31/2019
FID FDM IDX 2050 INV
Inception Date 10/02/2009
0.94 16.66 07/31/2019
FID FDM IDX 2055 INV
Inception Date 06/01/2011
0.97 16.60 07/31/2019
FID FDM IDX 2060 INV
Inception Date 08/05/2014
1.00 16.66 07/31/2019
FID FDM IDX INC INV
Inception Date 10/02/2009
2.15 7.30 07/31/2019
FID FREEDOM 2005
Inception Date 11/06/2003
1.80 8.13 07/31/2019
FID FREEDOM 2010
Inception Date 10/17/1996
1.63 9.22 07/31/2019
FID FREEDOM 2015
Inception Date 11/06/2003
1.44 10.35 07/31/2019
FID FREEDOM 2020
Inception Date 10/17/1996
1.30 11.25 07/31/2019
FID FREEDOM 2025
Inception Date 11/06/2003
1.11 11.98 07/31/2019
FID FREEDOM 2030
Inception Date 10/17/1996
0.86 13.34 07/31/2019
FID FREEDOM 2035
Inception Date 11/06/2003
0.36 14.56 07/31/2019
FID FREEDOM 2040
Inception Date 09/06/2000
0.06 14.99 07/31/2019
FID FREEDOM 2045
Inception Date 06/01/2006
0.09 15.00 07/31/2019
FID FREEDOM 2050
Inception Date 06/01/2006
0.07 14.98 07/31/2019
FID FREEDOM 2055
Inception Date 06/01/2011
0.09 14.98 07/31/2019
FID FREEDOM 2060
Inception Date 08/05/2014
0.13 15.03 07/31/2019
FID FREEDOM INCOME
Inception Date 10/17/1996
1.95 7.17 07/31/2019
FID PURITAN
Inception Date 04/16/1947
1.36 14.06 07/31/2019
FID STRAT REAL RET
Inception Date 09/07/2005
0.91 7.68 07/31/2019
Bond Investments
Income
FID CAPITAL & INCOME
Inception Date 11/01/1977
1.35 14.21 07/31/2019
FID CONSV INC BD
Inception Date 03/03/2011
0.62 1.89 07/31/2019
FID CORPORATE BOND
Inception Date 05/04/2010
4.28 10.74 07/31/2019
FID FLOAT RT HI INC
Inception Date 08/16/2000
0.67 6.50 07/31/2019
FID FOCUSED HIGH INC
Inception Date 09/08/2004
2.38 11.53 07/31/2019
FID GLB HIGH INCOME
Inception Date 05/11/2011
1.56 9.58 07/31/2019
FID GLOBAL CREDIT
Inception Date 05/22/2012
4.38 10.87 07/31/2019
FID GNMA
Inception Date 11/08/1985
2.05 4.32 07/31/2019
FID HIGH INCOME
Inception Date 08/29/1990
1.65 10.55 07/31/2019
FID INFL PR BD IDX
Inception Date 05/16/2012
2.86 6.48 07/31/2019
FID INTERMED BOND
Inception Date 05/23/1975
2.50 5.41 07/31/2019
FID INTM GOVT INCOME
Inception Date 05/02/1988
2.17 3.77 07/31/2019
FID INTM TR BD IDX
Inception Date 12/20/2005
3.66 5.84 07/31/2019
FID INVST GR BD
Inception Date 08/06/1971
3.25 7.24 07/31/2019
FID LT TR BD IDX
Inception Date 12/20/2005
8.10 11.04 07/31/2019
FID LTD TERM GOVT
Inception Date 11/10/1986
1.50 2.76 07/31/2019
FID MORTGAGE SEC
Inception Date 12/31/1984
2.38 4.74 07/31/2019
FID NEW MARKETS INC
Inception Date 05/04/1993
3.25 10.25 07/31/2019
FID SHORT TERM BOND
Inception Date 09/15/1986
1.11 2.87 07/31/2019
FID ST TR BD IDX
Inception Date 12/20/2005
1.55 2.99 07/31/2019
FID STRATEGIC INCOME
Inception Date 10/31/1994
2.39 8.63 07/31/2019
FID TOTAL BOND
Inception Date 10/15/2002
3.05 7.39 07/31/2019
FID US BOND IDX
Inception Date 03/08/1990
3.32 6.33 07/31/2019
FIDELITY GOVT INCOME
Inception Date 04/04/1979
2.91 4.85 07/31/2019
Short-Term Investments
FID GOV CASH RESERVE
Inception Date 05/10/1979
7 day yield as of
07/31/2019 2.01%
0.52 1.22 07/31/2019
FID GOVT MMKT
Inception Date 02/05/1990
7 day yield as of
07/31/2019 1.96%
0.51 1.19 07/31/2019
FID GOVT MMRK PRM
Inception Date 02/05/1990
7 day yield as of
07/31/2019 2.06%
0.54 1.25 07/31/2019
FID TREASURY ONLY MM
Inception Date 01/05/1988
7 day yield as of
07/31/2019 1.82%
0.49 1.16 07/31/2019
 
 

(FA) - indicates a Fixed Annuity
(VA) - indicates a Variable Annuity

Total returns are historical and include change in share price and reinvestment of dividends and capital gains, if any. These figures do not include the effect of sales charges, if any, as these fees are waived for contributions made through your retirement plan. If sales charges were included, returns would have been lower. Life of fund figures are from the inception date to the period shown. For unitized funds, the inception date shown may be that of the fund's underlying investment option. For non-mutual fund pools and trusts whose strategies may be offered to multiple clients, and whose returns may be based on a composite, the inception date shown may be the beginning date of the composite's returns.

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.

 
Questions?  Call (800) 343-0860