Nh portfolio 2024 fidelity index
[PDF File]inancial D iScloSure ePort
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NH PORTFOLIO 2021 (FIDELITY) [5P] $15,001 - $50,000 Tax-Deferred gfedc Filing ID #10041020. LOCATION: NH COLLEGE SAVINGS PLAN ⇒ ... gfedc LOCATION: NH COLLEGE SAVINGS PLAN ⇒ NH PORTFOLIO 2024 (FIDELITY) [5P] $1,001 - $15,000 Tax-Deferred gfedc LOCATION: NH IRA FOR DARIN LAHOOD ⇒ Ares Capital Corporation - Closed End Fund (ARCC) [ST ...
[PDF File]529 UNIQUE (NH) RETAIL FIDELITY FUNDS 11/01/2016 STATIC PORTFOLIOS AGE ...
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The UNIQUE College Investing Plan is offered by the state of New Hampshire and managed by Fidelity Investments. If you or the designated beneficiary is not a New Hampshire resident, you may want to consider, before investing, whether ... Portfolio 2024 (Fidelity Index) Portfolio 2027 (Fidelity Index) Portfolio 2030 (Fidelity Index) Portfolio ...
[PDF File]inancial D iScloSure eport
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LOCATION: NH 529 Savings 2 ⇒ NH Fidelity 500 Index [5P] $15,001 - $50,000 None LOCATION: NH 529 Savings 2 ⇒ NH International Index [5P] $1,001 - $15,000 None LOCATION: NH 529 Savings 2 ⇒ NH Moderate Growth Port (Fidelity Indx) [5P] $1,001 - $15,000 None LOCATION: NH 529 Savings 2 ⇒ NH Total Market Index [5P] $1,001 - $15,000 None
[PDF File]Fidelity U.S. Bond Index Fund
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Fidelity U.S. Bond Index Fund SYMBOL: FXNAX OBJECTIVE: Provide investment results that correspond to the aggregate price and interest performance of the ... PORTFOLIO ASSETS: $56,062.4M TURNOVER RATE (8/21): 76% TRACKING ERROR (3-YEAR): 0.33 30-DAY SEC YIELD: 2.43% MINIMUM INITIAL INVESTMENT: $0
[PDF File]Annual Report
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UNIQUE Portfolio 2024 (Fidelity Index) Investment Summary Schedule of Investments Financial Statements UNIQUE Portfolio 2027 (Fidelity Index) Investment Summary ... On behalf of the State of New Hampshire and the College Tuition Savings Plan Advisory Commission (the “Commission"), I am pleased to provide you with your
Fidelity Fund (FFIDX)
Fidelity ® Fund -20.24% -3.85 ... (as represented by a benchmark index). The benchmark index has a beta of 1.0. A beta of more (less) than 1.0 indicates that a fund's ... An R 2 of 1.00 indicates perfect correlation to the benchmark index, that is, all of the portfolio's fluctuations are explained by performance fluctuations of the index, ...
Fidelity Intermediate Treasury Bond Index Fund (FUAMX)
BBg 5-10 TSY: Bloomberg U.S. 5-10 Year Treasury Bond Index is a market value-weighted index of investment-grade fixed-rate public obligations of the U.S. Treasury with maturities between five and ten years. Beta: A measure of a portfolio's sensitivity to market movements (as represented by a benchmark index). The benchmark index has a beta of 1.0.
[PDF File]Fidelity Funds - Multi Asset Target Income 2024 Fund
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Fidelity Funds - Multi Asset Target Income 2024 Fund a sub -fund of Fidelity Funds A-ACC-Euro (ISIN: LU1812926019) This fund is managed by FIL Investment Management (Luxembourg) S.A. n The fund aims to provide a positive total return. n The fund will invest in a range of global assets providing exposure to
[PDF File]The UNIQUE College Investing Plan (NH)
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The three risk-managed or "static" Fidelity Funds Portfolios – NH Aggressive Growth Portfolio, NH Moderate Growth Portfolio and NH Conservative Portfolio – outperformed their Composite benchmarks this period. Each of the age-based Fidelity Blend Portfolios of the UNIQUE College Investing Plan (NH) also had a positive return and topped its ...
[PDF File]Fidelity Global Balanced Portfolio
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Fidelity Global Balanced Portfolio Series T5 NOVEMBER 12, 2021 This document contains key information you should know about Fidelity Global Balanced Portfolio - Series T5 (the “Fund”). ... LL2: 2024 DATE SERIES STARTED April 18, 2007 TOTAL VALUE OF THE FUND ON SEPTEMBER 30, 2021 $12.3 billion MANAGEMENT EXPENSE RATIO (MER) 2.43% FUND ...
[PDF File]529 AZ FIDELITY FUNDS: 11/01/2016 STATIC PORTFOLIOS AGE-BASED PORTFOLIOS
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Growth Portfolio (Fidelity Funds) Conservative Portfolio (Fidelity Funds) College Portfolio (Fidelity Funds) Portfolio 2018 (Fidelity Funds) Portfolio 2021 (Fidelity Funds) Portfolio 2024 (Fidelity Funds) Portfolio 2027 (Fidelity Funds) Portfolio 2030 (Fidelity Funds) Portfolio 2033 (Fidelity Funds) Portfolio 2036 (Fidelity Funds)* 69.13 47.71 ...
[PDF File]Fidelity Factor and Income Indices Methodology
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3 Fidelity Thematic Index Methodologies Section 1: Introduction Index Definitions Fidelity Clean Energy Index is designed to reflect the performance of a global universe of companies that distribute, produce or provide technology or equipment to support the production of energy from solar, wind, hydrogen and other renewable sources.
[PDF File]UNIQUE PLAN FEE AND EXPENSE STRUCTURE AS OF 3/1/12: FIDELITY INDEX ...
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Portfolio 2024 (Fidelity Index) 0.18% 0.075% 0.075% N/A 0.33% N/A Portfolio 2021 (Fidelity Index) ... is not a New Hampshire resident, you may want to consider, before investing, whether your state or the designated beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits. ...
[PDF File]Fidelity ClearPath® 2025 Portfolio
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Fidelity ClearPath® 2025 Portfolio2 PERFORMANCE (SERIES B) AS AT MAY 31, 2022 Standard period returns FUND 1 month -0.74 3 month -6.11 6 month -9.94 1 year -7.58 3 year 3.36 5 year 2.99 10 year 6.20 ... Fidelity Canadian Real Return Bond Index Multi- Asset Base Fund 5.1 High-Yield Debt 1.7
[PDF File]Independent Auditors’ Report
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Delaware Portfolio 2021 (Fidelity Funds) Delaware Portfolio 2039 (Fidelity Index) Delaware Portfolio 2024 (Fidelity Funds) Delaware Conservative Portfolio (Fidelity Index) Delaware Portfolio 2027 (Fidelity Funds) Delawa re Moderate Growth Portfolio (Fidelity Index)
[PDF File]UNIQUE COLLEGE INVESTING PLAN April 1, 2022 ... - Fidelity Investments
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The Portfolio is composed of a stable value separately-managed account that may invest in individual securities or actively-managed and/or index Fidelity mutual funds and investment contracts issued by third-party insur-ance companies or banks. Fidelity has entered into contractual arrangements with third-party insurance providers on
Fidelity Income Replacement 2024 Fund FIRNX
Fidelity Income Replacement 2024 Fund FIRNX ... BlackRock LifePath® Index Retirement Fund Investor A Shares (05/11) LIRAX 0.39 -7.63 4.95 4.54 5.15 4.85 ... Fund Company Fidelity Investments Portfolio Turnover 37% MORNINGSTAR RATING as of 05/31/2022 Overall Rating Out of 147 Funds
[PDF File]Annual Report - New Hampshire
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UNIQUE Portfolio 2024 Composite Index 8.57% 7.76% 8.06% $10,000 Over 10 Years Period Ending Values $21,034 UNIQUE Portfolio 2024 (Fidelity Funds) $21,718 UNIQUE Portfolio 2024 Composite Index Past 10 Years: Let’s say hypothetically that $10,000 was invested in UNIQUE Portfolio 2024 (Fidelity Funds) on September 30, 2010 (past ten year period).
[PDF File]Portfolio Holdings Listing Fidelity Nasdaq Composite Index Fund DUMMY ...
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Fidelity Nasdaq Composite Index Fund as of April 29, 2022 The portfolio holdings listing (listing) provides information on a fund’s investments as of the date indicated. Top 10 holdings information (top 10 holdings) is also provided for ... www.institutional.fidelity.com. Forms N-Q are available on the SEC’s web site at www.sec.gov. Before ...
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