Before investing in any mutual fund, please carefully consider the investment objectives, risks, charges and expenses. For this and other information, call Fidelity at 1-800-343-0860 or visit www.fidelity.com/atwork for a free prospectus. Read it carefully before you invest.
Investment Options are listed in alphabetical order.
American Beacon Small Cap Value Fund Institutional Class Fund code: 47694 What it is: A small cap value mutual fund. Goal: Seeks to provide long-term capital appreciation and current income.
What it invests in: Primarily invests at least 80% of the fund's total assets in equity securities of U.S. companies with market capitalizations of $3.0 billion or less at the time of investment. The fund's investments may include common stocks, preferred stocks, securities convertible into common stocks, and U.S. dollar-denominated American Depository Receipts. Investments in smaller companies may involve greater risks than those in larger, more well known companies. Share price and return will vary.
Who might want to invest:
Someone who is comfortable with investing for the long term and with the higher investment risk investing in smaller companies generally involves in exchange for offering greater potential for long-term reward. Someone who wants to focus on small capitalization stocks in search of above average returns.
Managed by American Beacon Advisors, which provided the description for this Fund. The Manager currently allocates the fund's assets among eight investment advisers: Barrow, Hanley, Mewhinney & Strauss, Inc., Brandywine Asset Management, LLC, The Boston Company Asset Management, LLC, Hotchkis and Wiley Capital Management, LLC, Opus Capital Management, Inc., Dreman Value Management, LLC, Metropolitan West Capital Management, LLC, and SSgA Funds Management, Inc.
American Funds® EuroPacific Growth Fund® Class R4 Fund code: 45638 What it is: A growth mutual fund that invests internationally. Goal: To increase the value of your investment over the long term through capital growth.
What it invests in: Primarily in stocks of companies that do most of their business outside 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. The fund can invest in many types of compa- nies, ranging from large multinational corporations located in major world markets, to smaller companies located in developing countries. Developing (or emerging market) countries may be subject to more frequent and greater price changes than securities of more developed coun- tries. Foreign investments, especially in developing countries, involve greater risk and may offer greater potential returns than U.S. invest- ments. These risks include political and economic uncertainties of foreign countries, as well as the risk of currency fluctuations. There are additional risks associated with those funds that concentrate their investments in one geographic location. Share price and return will vary.
Who might want to invest:
Someone who is comfortable with the investment risk and potential rewards involved in investing overseas, especially in developing coun- tries, as well as with the investment risk involved in any growth mutual fund.
Someone who wants to complement the performance of U.S. investments with that of investments overseas, which may behave quite differ- ently.
Managed by Capital Research and Management Company, which provided the description for this fund.
Artisan Mid Cap Fund Investor Class Fund code: 22185 What it is: A domestic equity mutual fund. Goal: Seeks maximum long-term capital growth.
For more information, visit www.fidelity.com/atwork or call 1-800-343-0860.