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Fidelity Growth Company Commingled Pool Class 3

Release Date: 09-30-2021. Fidelity Growth Company Commingled Pool Class 3.. Benchmark Morningstar Category Overall Morningstar Rating Morningstar Return Morningstar Risk Russell 1000 Growth TR USD Large Growth QQQQQ High High Out of 1133 Large Growth investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details. Investment Information Morningstar Proprietary Statistics Investment Objective & Strategy 1 Year 3 Year 5 Year 10 Year The Fidelity Growth Company Commingled Pool's investment Morningstar Rating . QQQQQ QQQQQ . Fund Rank Percentile 11 4 4 . objective is to provide capital appreciation over a market Out of # of Investments 1,235 1,133 1,024 . cycle relative to the Russell 3000 Growth Index or other suitable Growth index, through the active management of Portfolio Analysis equities across a broad Growth segment of the equity Composition as of 09-30-21 % Assets Morningstar Equity Style Box as of 09-30-21 % Mkt Cap markets.

Disclosure Statement and Explanation of Terms, a current plan performance summary, and a prospectus, if applicable. These can be obtained at Ohio457.org and should be read carefully before investing or sending money. The Investment Performance Report containing performance results is available at Ohio457.org.

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Transcription of Fidelity Growth Company Commingled Pool Class 3

1 Release Date: 09-30-2021. Fidelity Growth Company Commingled Pool Class 3.. Benchmark Morningstar Category Overall Morningstar Rating Morningstar Return Morningstar Risk Russell 1000 Growth TR USD Large Growth QQQQQ High High Out of 1133 Large Growth investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details. Investment Information Morningstar Proprietary Statistics Investment Objective & Strategy 1 Year 3 Year 5 Year 10 Year The Fidelity Growth Company Commingled Pool's investment Morningstar Rating . QQQQQ QQQQQ . Fund Rank Percentile 11 4 4 . objective is to provide capital appreciation over a market Out of # of Investments 1,235 1,133 1,024 . cycle relative to the Russell 3000 Growth Index or other suitable Growth index, through the active management of Portfolio Analysis equities across a broad Growth segment of the equity Composition as of 09-30-21 % Assets Morningstar Equity Style Box as of 09-30-21 % Mkt Cap markets.

2 The portfolio's investment philosophy is to capitalize Stocks Giant Large Mid Size on the strength of Fidelity 's internal research by selecting .. Stocks those stocks that are found to be attractive by Fidelity 's Large Bonds proprietary fundamental research and by investing in Medium Cash companies that the portfolio manager believes have above- Small Small Other .. average Growth potential. The portfolio may invest in Micro domestic and foreign issuers. Value Blend Growth Style Fees and Expenses as of 09-30-20. Top Holdings as of 09-30-21 % Assets Statistics as of 09-30-21 Portfolio Category Net Annual Operating Expense Ratio NVIDIA Corp P/E Ratio Net Annual Operating Expense per $1000 $ Apple Inc P/B Ratio Operations Inc P/C Ratio Inception Date 12-13-13 Microsoft Corp GeoAvgCap ($mil) 154, 193, CUSIP 31617E620 Alphabet Inc Class A .. Risk Measures as of 09-30-21 Portfolio Category Annual Turnover Ratio % Lululemon Athletica Inc 5 Yr Std Dev Total Fund Assets ($mil) 35, Inc 5 Yr Beta Alphabet Inc Class C 5 Yr Sharpe Ratio Management Company (s).

3 Tesla Inc 5 Yr Alpha Fidelity Management Trust Company Meta Platforms Inc Class A 5 Yr R-squared Portfolio Manager(s) .. Morningstar Sectors as of 09-30-21 % Fund Steven Wymer, CPA. Total Number of Stock Holdings 521. h Cyclical Total Number of Bond Holdings 2 .. Category Description: Large Growth r Basic Materials Large- Growth portfolios invest primarily in big companies t Consumer Cyclical that are projected to grow faster than other large-cap stocks. y Financial Services Stocks in the top 70% of the capitalization of the equity u Real Estate market are defined as large cap. Growth is defined based on fast Growth (high Growth rates for earnings, sales, book j Sensitive .. value, and cash flow) and high valuations (high price ratios i Communication Services and low dividend yields). Most of these portfolios focus on o Energy companies in rapidly expanding industries. p Industrials a Technology Volatility Analysis k Defensive Investment .. Low Moderate High s Consumer Defensive d Healthcare Category f Utilities In the past, this investment has shown a wide range of price Notes fluctuations relative to other investments.

4 This investment may experience significant price increases in favorable The Investment Profile is authorized for Ohio Deferred Compensation Program participant use only, and it is supplemented by the markets or undergo large price declines in adverse markets. Disclosure Statement and explanation of Terms, a current plan performance summary, and a prospectus, if applicable. These can Some of this risk may be offset by owning other investments be obtained at and should be read carefully before investing or sending money. The Investment Performance Report that follow different investment strategies. containing performance results is available at Morningstar ratings reflect the reduction of the fund's expense ratio. However, Ohio DC charges an administrative fee, which is not reflected in this rating. NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT GUARANTEED BY. THE INSTITUTION MAY GO DOWN IN VALUE (NRF-0714OH-OH). 2021 Morningstar, Inc.

5 , Morningstar Investment ProfilesTM 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar Page 1 of 1. and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment . website at


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