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Investment Options Guide

Information for investing on or after November 20, 2020

Refer to this Investment Options Guide for fund descriptions of each investment option that will be in your Plan. To help make choosing your investments easier, Willamette University has organized your fund lineup into the following categories. You are free to choose investments from any group and mix among the groups if you would like.

Information regarding each fund's expense ratio and investment returs can be found by logging into Fidelity NetBenefits®.

Target Retirement Array

“Help me invest”

Core Array

“I want to choose my own mix of investments”

ESG Array

“I want to choose my own mix of investments that are aware of investment risks from Environmental, Social, and Governance factors”

Self-Directed Brokerage Account

“I want more options, and I would like to research mutual funds on my own”

Willamette University

Human Resources

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900 State Street
Salem Oregon 97301 U.S.A.
503-370-6210 voice
503-370-6570 fax