T. Rowe Price New Horizons Fund Fund code: 99540 What it is: An aggressive growth mutual fund. Goal: Seeks to provide long-term growth of capital.
What it invests in: Primarily invests in common stocks of small, rapidly growing companies. The fund invests mostly in a diversified group of small emerging growth companies, preferably early in the corporate life cycle before a company becomes widely recognized by the investment community. While investing in small companies generally involves greater risk of loss than investments in more established companies, it may offer greater capital appreciation potential. Share price and return will vary.
Who might want to invest:
Someone who is seeking substantial long-term rewards who can accept more abrupt or erratic market movements than are associated with larger companies or the market averages in general.
Managed by T. Rowe Price Associates, Inc., which provided the description for this fund.
Vanguard® Explorer Fund Investor Shares Fund code: 92922 What it is: An aggressive growth stock mutual fund. Goal: Seeks to provide long-term growth of capital.
What it invests in: The fund invests mainly in the stocks of smaller companies (which, at the time of purchase, typically have a market value of less than $2 billion). These companies are considered by the advisers to have above-average prospects for growth, but often provide little or no dividend income. The fund is managed by multiple advisers; each runs a portion of the fund independently, although all emphasize small- capitalization stocks. Investments in smaller companies may involve greater risk than those in larger, better-known companies. Share price and return will vary.
Who might want to invest: Someone who is willing to accept possibly sharp swings in the value of his or her investment. Someone who is investing for the long term (more than five years). Someone who is willing to accept the added risks associated with stocks of small companies in return for potential long-term growth.
Managed by Chartwell Investment Partners; Granahan Investment Management, Inc.; Grantham, Mayo, Van Otterloo & Co. LLC; The Vanguard Group; and Wellington Management Company, LLP; distributed by Vanguard Marketing Corporation, which provided the description for this fund.
Vanguard Intermediate-Term Treasury Fund Admiral Shares Fund code: 45434 What it is: An income mutual fund. Goal: Seeks to provide a high level of current income and to preserve investors' principal.
What it invests in: Normally, the fund will invest at least 80% of its assets in U.S. Treasury securities, which include bills, bonds, and notes issued by the U.S. Treasury. The fund is expected to maintain a dollar-weighted average maturity of 5 to 10 years. Share price and return will vary.
Who might want to invest:
Someone seeking a high and relatively stable level of interest income. Someone seeking a bond investment to balance the risks of a portfolio containing stocks. Managed by The Vanguard Group and distributed by Vanguard Marketing Corporation, which provided the description for this fund.
Fidelity BrokerageLink® Fund code: 99265
What it is: A brokerage account within your retirement plan. This account is neither a mutual fund nor is it managed by any of the Fidelity Investments group of companies. Brokerage services are provided through Fidelity Brokerage Services LLC, 300 Puritan Way, Marlborough, MA 01752, a member of the New York Stock Exchange and Securities Investor Protection Corporation.
Goal: To provide a broad range of investment products that allow you to manage your retirement savings more actively.
For more information, visit www.fidelity.com/atwork or call 1-800-343-0860.