Fund Manager Profile: Finola McGuire Foley

Name:
Tenure:
Education:
Finola McGuire Foley
Since 01/02/2024
  • B.S., University College Cork, Ireland, 2004
  • M.B.A., Bentley University - McCallum Graduate School of Business, 2010

Currently Managing

Fund Name Management Role Date
MA Climate Action Portfolio Co-Manager 12/27/2024 to present
Fidelity Freedom Index 2070 Fund - Premier Class Co-Manager 06/28/2024 to present
Fidelity Freedom Index 2070 Fund - Premier II Class Co-Manager 06/28/2024 to present
Fidelity Advisor Sustainable Target Date 2070 Fund - Class M Co-Manager 06/28/2024 to present
Fidelity Advisor Sustainable Target Date 2070 Fund - Class A Co-Manager 06/28/2024 to present
Fidelity Sustainable Target Date 2070 Fund Co-Manager 06/28/2024 to present
Fidelity Sustainable Target Date 2070 Fund - Class K6 Co-Manager 06/28/2024 to present
Fidelity Freedom Index 2070 Fund - Institutional Premium Class Co-Manager 06/28/2024 to present
Fidelity Freedom Index 2070 Fund - Investor Class Co-Manager 06/28/2024 to present
Fidelity Sustainable Target Date 2070 Fund - Class K Co-Manager 06/28/2024 to present
Fidelity Advisor Sustainable Target Date 2070 Fund - Class C Co-Manager 06/28/2024 to present
Fidelity Advisor Sustainable Target Date 2070 Fund - Class I Co-Manager 06/28/2024 to present
Fidelity Advisor Sustainable Target Date 2070 Fund - Class Z Co-Manager 06/28/2024 to present
OklahomaDream 529 Stable Value Portfolio - Class A Co-Manager 03/26/2024 to present
OklahomaDream 529 Stable Value Portfolio - Class I Co-Manager 03/26/2024 to present
OklahomaDream 529 Stable Value Portfolio - Class P Co-Manager 03/26/2024 to present
OklahomaDream 529 Stable Value Portfolio - Class C Co-Manager 03/26/2024 to present
Fidelity Advisor 529 Moderate Growth Portfolio - Old Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Moderate Growth Portfolio - Old Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Moderate Growth Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 College Portfolio - Old Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 College Portfolio - Old Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 College Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Aggressive Growth Portfolio - Old Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Aggressive Growth Portfolio - Old Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Aggressive Growth Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 College Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Moderate Growth Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Aggressive Growth Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Diversified International Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Growth Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Income Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Dividend Growth Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Small Cap Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Value Strategies Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 High Income Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Limited Term Bond Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Diversified International Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Growth Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Income Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Dividend Growth Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Small Cap Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Value Strategies Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 High Income Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Limited Term Bond Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Diversified International Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Growth Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Income Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Dividend Growth Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Small Cap Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Value Strategies Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 High Income Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Limited Term Bond Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Diversified International Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Growth Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Income Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Dividend Growth Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Small Cap Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Value Strategies Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 High Income Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Limited Term Bond Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 College Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Moderate Growth Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Aggressive Growth Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 College Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Moderate Growth Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Aggressive Growth Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 College Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Moderate Growth Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Aggressive Growth Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Diversified International Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Growth Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Income Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Dividend Growth Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Small Cap Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Value Strategies Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 High Income Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Limited Term Bond Portfolio - Class D Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Inflation Protected Bond Portfolio - Class D Co-Manager 01/02/2024 to present
MA Conservative Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Conservative Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Conservative Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
DE College Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
MA College Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
NH College Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Moderate Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Moderate Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
MA Moderate Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Aggressive Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Aggressive Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
MA Aggressive Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Portfolio 2024 (Fidelity Funds) Co-Manager 01/02/2024 to present
MA Portfolio 2024 (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Portfolio 2024 (Fidelity Funds) Co-Manager 01/02/2024 to present
AZ Portfolio 2024 (Fidelity Funds) Co-Manager 01/02/2024 to present
AZ College Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
AZ Moderate Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
AZ Aggressive Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
AZ Conservative Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2025 - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2025 - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2025 - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2025 - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 New Insights Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 New Insights Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 New Insights Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 New Insights Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Strategic Income Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Strategic Income Portfolio - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Strategic Income Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Strategic Income Portfolio - Class P Co-Manager 01/02/2024 to present
MA Cash Reserves (Money Market) Portfolio Co-Manager 01/02/2024 to present
AZ Portfolio 2027 (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Portfolio 2027 (Fidelity Funds) Co-Manager 01/02/2024 to present
MA Portfolio 2027 (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Portfolio 2027 (Fidelity Funds) Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2028 - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2028 - Class B Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2028 - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2028 - Class P Co-Manager 01/02/2024 to present
AZ Portfolio 2030 (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Portfolio 2030 (Fidelity Funds) Co-Manager 01/02/2024 to present
MA Portfolio 2030 (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Portfolio 2030 (Fidelity Funds) Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2031 - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2031 - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2031 - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Growth Opportunities Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Total Bond Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Total Bond Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class P Co-Manager 01/02/2024 to present
FA 529 Asset Manager 60% Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Growth Opportunities Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Total Bond Portfolio - Class P Co-Manager 01/02/2024 to present
FA 529 Asset Manager 60% Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class A Co-Manager 01/02/2024 to present
FA 529 Asset Manager 60% Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Growth Opportunities Portfolio - Class A Co-Manager 01/02/2024 to present
AZ Portfolio 2033 (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Portfolio 2033 (Fidelity Funds) Co-Manager 01/02/2024 to present
MA Portfolio 2033 (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Portfolio 2033 (Fidelity Funds) Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2034 - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2034 - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2034 - Class P Co-Manager 01/02/2024 to present
MA Portfolio 2036 (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Portfolio 2036 (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Portfolio 2036 (Fidelity Funds) Co-Manager 01/02/2024 to present
AZ Portfolio 2036 (Fidelity Funds) Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2037 - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2037 - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2037 - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Moderate Growth Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Dividend Growth Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Strategic Income Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 New Insights Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2025 - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Total Bond Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Aggressive Growth Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Growth Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Value Strategies Portfolio - Class I Co-Manager 01/02/2024 to present
FA 529 Asset Manager 60% Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Growth Opportunities Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2037 - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 College Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Diversified International Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Equity Income Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Small Cap Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 High Income Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Limited Term Bond Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2028 - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2031 - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2034 - Class I Co-Manager 01/02/2024 to present
AZ Portfolio 2033 (Fidelity Blend) Co-Manager 01/02/2024 to present
AZ Portfolio 2036 (Fidelity Blend) Co-Manager 01/02/2024 to present
DE College Portfolio (Fidelity Blend) Co-Manager 01/02/2024 to present
DE Portfolio 2024 (Fidelity Blend) Co-Manager 01/02/2024 to present
DE Portfolio 2027 (Fidelity Blend) Co-Manager 01/02/2024 to present
DE Portfolio 2030 (Fidelity Blend) Co-Manager 01/02/2024 to present
DE Portfolio 2033 (Fidelity Blend) Co-Manager 01/02/2024 to present
DE Portfolio 2036 (Fidelity Blend) Co-Manager 01/02/2024 to present
MA College Portfolio (Fidelity Blend) Co-Manager 01/02/2024 to present
MA Portfolio 2024 (Fidelity Blend) Co-Manager 01/02/2024 to present
MA Portfolio 2027 (Fidelity Blend) Co-Manager 01/02/2024 to present
MA Portfolio 2030 (Fidelity Blend) Co-Manager 01/02/2024 to present
MA Portfolio 2033 (Fidelity Blend) Co-Manager 01/02/2024 to present
MA Portfolio 2036 (Fidelity Blend) Co-Manager 01/02/2024 to present
NH College Portfolio (Fidelity Blend) Co-Manager 01/02/2024 to present
NH Portfolio 2024 (Fidelity Blend) Co-Manager 01/02/2024 to present
NH Portfolio 2027 (Fidelity Blend) Co-Manager 01/02/2024 to present
NH Portfolio 2030 (Fidelity Blend) Co-Manager 01/02/2024 to present
NH Portfolio 2033 (Fidelity Blend) Co-Manager 01/02/2024 to present
NH Portfolio 2036 (Fidelity Blend) Co-Manager 01/02/2024 to present
AZ College Portfolio (Fidelity Blend) Co-Manager 01/02/2024 to present
AZ Portfolio 2024 (Fidelity Blend) Co-Manager 01/02/2024 to present
AZ Portfolio 2027 (Fidelity Blend) Co-Manager 01/02/2024 to present
AZ Portfolio 2030 (Fidelity Blend) Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2039 - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2039 - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2039 - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2039 - Class I Co-Manager 01/02/2024 to present
AZ Portfolio 2039 (Fidelity Funds) Co-Manager 01/02/2024 to present
AZ Portfolio 2039 (Fidelity Blend) Co-Manager 01/02/2024 to present
DE Portfolio 2039 (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Portfolio 2039 (Fidelity Blend) Co-Manager 01/02/2024 to present
MA Portfolio 2039 (Fidelity Funds) Co-Manager 01/02/2024 to present
MA Portfolio 2039 (Fidelity Blend) Co-Manager 01/02/2024 to present
NH Portfolio 2039 (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Portfolio 2039 (Fidelity Blend) Co-Manager 01/02/2024 to present
OklahomaDream 529 College Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 College Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2025 - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2031 - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2031 - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2031 - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2034 - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2034 - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2037 - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2037 - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2037 - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2039 - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2039 - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2039 - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2039 - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Aggressive Growth Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Aggressive Growth Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Aggressive Growth Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 College Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 College Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2025 - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2025 - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2025 - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2028 - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2028 - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2028 - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2028 - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2031 - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2034 - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2034 - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2037 - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Aggressive Growth Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Moderate Growth Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Moderate Growth Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Asset Manager 60% Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Asset Manager 60% Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Diversified International Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Dividend Growth Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Dividend Growth Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Equity Growth Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Equity Growth Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Equity Income Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Equity Income Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Equity Income Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Equity Income Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Moderate Growth Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Moderate Growth Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Asset Manager 60% Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Asset Manager 60% Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Diversified International Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Diversified International Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Diversified International Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Dividend Growth Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Dividend Growth Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Equity Growth Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Equity Growth Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Growth Opportunities Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Growth Opportunities Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 High Income Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 High Income Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 High Income Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Inflation-Protected Bond Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Inflation-Protected Bond Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Limited Term Bond Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Limited Term Bond Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 New Insights Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 New Insights Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Small Cap Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Small Cap Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Small Cap Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Strategic Dividend & Income Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Strategic Dividend & Income Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Strategic Income Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Total Bond Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Total Bond Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Total Bond Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Growth Opportunities Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Growth Opportunities Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 High Income Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Inflation-Protected Bond Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Inflation-Protected Bond Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Limited Term Bond Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Limited Term Bond Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 New Insights Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 New Insights Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Small Cap Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Strategic Dividend & Income Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Strategic Dividend & Income Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Strategic Income Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Strategic Income Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Strategic Income Portfolio - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Total Bond Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Value Strategies Portfolio - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Value Strategies Portfolio - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Value Strategies Portfolio - Class P Co-Manager 01/02/2024 to present
OklahomaDream 529 Value Strategies Portfolio - Class I Co-Manager 01/02/2024 to present
CT College Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Portfolio 2024 (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Portfolio 2027 (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Portfolio 2030 (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Portfolio 2033 (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Portfolio 2036 (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Portfolio 2039 (Fidelity Funds) Co-Manager 01/02/2024 to present
CT College Portfolio (Fidelity Blend) Co-Manager 01/02/2024 to present
CT Portfolio 2024 (Fidelity Blend) Co-Manager 01/02/2024 to present
CT Portfolio 2027 (Fidelity Blend) Co-Manager 01/02/2024 to present
CT Portfolio 2030 (Fidelity Blend) Co-Manager 01/02/2024 to present
CT Portfolio 2033 (Fidelity Blend) Co-Manager 01/02/2024 to present
CT Portfolio 2036 (Fidelity Blend) Co-Manager 01/02/2024 to present
CT Portfolio 2039 (Fidelity Blend) Co-Manager 01/02/2024 to present
CT Aggressive Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Moderate Growth Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Conservative Portfolio (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Principal Plus Interest Co-Manager 01/02/2024 to present
CHET Advisor 529 College Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 College Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 College Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 College Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2025 - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2025 - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2025 - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2025 - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2028 - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2028 - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Stable Value Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Stable Value Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Stable Value Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Total Bond Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Total Bond Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Strategic Income Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Strategic Income Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Inflation-Protected Bond Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 New Insights Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 New Insights Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Small Cap Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Small Cap Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2031 - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Strategic Dividend & Income Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Strategic Dividend & Income Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Strategic Dividend & Income Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2028 - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Stable Value Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2028 - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Value Strategies Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Value Strategies Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Value Strategies Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Value Strategies Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Total Bond Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Total Bond Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Strategic Income Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Strategic Income Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Inflation-Protected Bond Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Inflation-Protected Bond Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Inflation-Protected Bond Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Limited Term Bond Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Limited Term Bond Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Limited Term Bond Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Limited Term Bond Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 New Insights Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 New Insights Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Small Cap Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Small Cap Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Strategic Dividend & Income Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2031 - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2034 - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2034 - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2037 - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2037 - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2031 - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2031 - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2034 - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2034 - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2037 - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2037 - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Equity Growth Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Equity Growth Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Equity Growth Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Equity Growth Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Equity Income Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Equity Income Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Equity Income Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Growth Opportunities Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Growth Opportunities Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Growth Opportunities Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 High Income Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 High Income Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Equity Income Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Growth Opportunities Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 High Income Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 High Income Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2039 - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2039 - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2039 - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Aggressive Growth Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Aggressive Growth Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Moderate Growth Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Moderate Growth Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Moderate Growth Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2039 - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Aggressive Growth Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Aggressive Growth Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Moderate Growth Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Asset Manager 60% Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Asset Manager 60% Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Dividend Growth Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Dividend Growth Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Asset Manager 60% Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Asset Manager 60% Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Diversified International Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Diversified International Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Diversified International Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Diversified International Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Dividend Growth Portfolio - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Dividend Growth Portfolio - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stable Value Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stable Value Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stable Value Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Stable Value Portfolio - Class I Co-Manager 01/02/2024 to present
CT Stable Value Portfolio Co-Manager 01/02/2024 to present
DE Stable Value Portfolio Co-Manager 01/02/2024 to present
AZ Stable Value Portfolio Co-Manager 01/02/2024 to present
NH Stable Value Portfolio Co-Manager 01/02/2024 to present
CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class A Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class I Co-Manager 01/02/2024 to present
CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class I Co-Manager 01/02/2024 to present
CT Sustainable Multi-Asset Portfolio Co-Manager 01/02/2024 to present
NH Sustainable Multi-Asset Portfolio Co-Manager 01/02/2024 to present
MA Sustainable Multi-Asset Portfolio Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2042 - Class A Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2042 - Class C Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2042 - Class I Co-Manager 01/02/2024 to present
OklahomaDream 529 Portfolio 2042 - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2042 - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2042 - Class A Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2042 - Class P Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2042 - Class C Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2042 - Class I Co-Manager 01/02/2024 to present
Fidelity Advisor 529 Portfolio 2042 - Class P Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2042 - Class C Co-Manager 01/02/2024 to present
CHET Advisor 529 Portfolio 2042 - Class I Co-Manager 01/02/2024 to present
AZ Portfolio 2042 (Fidelity Blend) Co-Manager 01/02/2024 to present
AZ Portfolio 2042 (Fidelity Funds) Co-Manager 01/02/2024 to present
CT Portfolio 2042 (Fidelity Blend) Co-Manager 01/02/2024 to present
CT Portfolio 2042 (Fidelity Funds) Co-Manager 01/02/2024 to present
DE Portfolio 2042 (Fidelity Blend) Co-Manager 01/02/2024 to present
DE Portfolio 2042 (Fidelity Funds) Co-Manager 01/02/2024 to present
MA Portfolio 2042 (Fidelity Blend) Co-Manager 01/02/2024 to present
MA Portfolio 2042 (Fidelity Funds) Co-Manager 01/02/2024 to present
NH Portfolio 2042 (Fidelity Blend) Co-Manager 01/02/2024 to present
NH Portfolio 2042 (Fidelity Funds) Co-Manager 01/02/2024 to present
ABLE Multi-Asset Index Portfolio Co-Manager 09/26/2023 to present
Fidelity Advisor Sustainable Target Date 2060 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2065 Fund Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2065 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2040 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2045 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2045 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2045 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2060 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2060 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2060 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2060 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2060 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2065 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2065 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2065 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2065 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2065 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2065 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2065 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2010 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2010 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2015 Fund Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2015 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2015 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2015 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2015 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2030 Fund Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2030 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2030 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2035 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2035 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2035 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2030 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2010 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2015 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2030 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2030 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2030 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2030 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2035 Fund Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2035 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2035 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2035 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2035 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2035 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2030 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2010 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2015 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2050 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2055 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2055 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2050 Fund Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2050 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2050 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2050 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2050 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2050 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2050 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2050 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2055 Fund Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2055 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2055 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2055 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2055 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2055 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2055 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2040 Fund Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2040 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2040 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2040 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2040 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2040 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2040 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2040 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2045 Fund Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2045 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2045 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2045 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2045 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2045 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2060 Fund Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2060 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2060 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date Income Fund Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date Income Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date Income Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date Income Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date Income Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date Income Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2020 Fund Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2020 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2020 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2020 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2020 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2020 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2025 Fund Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2025 Fund - Class K Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2025 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2025 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2025 Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2025 Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date Income Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date Income Fund - Class M Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date Income Fund - Class Z Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2020 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2020 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2020 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2025 Fund - Class K6 Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2025 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2025 Fund - Class Z6 Co-Manager 05/11/2023 to present
Fidelity Sustainable Target Date 2010 Fund Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2010 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2015 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2015 Fund - Class I Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2010 Fund - Class A Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2010 Fund - Class C Co-Manager 05/11/2023 to present
Fidelity Advisor Sustainable Target Date 2010 Fund - Class M Co-Manager 05/11/2023 to present
50% Allocation Fund Co-Manager 03/01/2023 to present
30% Allocation Fund Co-Manager 03/01/2023 to present
70% Allocation Fund Co-Manager 03/01/2023 to present
85% Allocation Fund Co-Manager 03/01/2023 to present
DE Portfolio 2042 (Fidelity Index) Co-Manager 12/28/2022 to present
CT Portfolio 2042 (Fidelity Index) Co-Manager 12/28/2022 to present
AZ Portfolio 2042 (Fidelity Index) Co-Manager 12/28/2022 to present
NH Portfolio 2042 (Fidelity Index) Co-Manager 12/28/2022 to present
MA Portfolio 2042 (Fidelity Index) Co-Manager 12/28/2022 to present
Fidelity Advisor Sustainable Multi-Asset Fund - Class M Co-Manager 02/10/2022 to present
Fidelity Sustainable Multi-Asset Fund Co-Manager 02/10/2022 to present
Fidelity Advisor Sustainable Multi-Asset Fund - Class C Co-Manager 02/10/2022 to present
Fidelity Advisor Sustainable Multi-Asset Fund - Class A Co-Manager 02/10/2022 to present
Fidelity Advisor Sustainable Multi-Asset Fund - Class I Co-Manager 02/10/2022 to present
CT US Sustainability Index Portfolio Co-Manager 02/02/2021 to present
CT Total Market Index Portfolio Co-Manager 02/02/2021 to present
CT Intermediate Treasury Index Portfolio Co-Manager 02/02/2021 to present
CT International Index Portfolio Co-Manager 02/02/2021 to present
CT Fidelity 500 Index Portfolio Co-Manager 02/02/2021 to present
CT Conservative Portfolio (Fidelity Index) Co-Manager 02/02/2021 to present
CT Moderate Growth Portfolio (Fidelity Index) Co-Manager 02/02/2021 to present
CT Aggressive Growth Portfolio (Fidelity Index) Co-Manager 02/02/2021 to present
CT Portfolio 2039 (Fidelity Index) Co-Manager 02/02/2021 to present
CT Portfolio 2036 (Fidelity Index) Co-Manager 02/02/2021 to present
CT Portfolio 2033 (Fidelity Index) Co-Manager 02/02/2021 to present
CT Portfolio 2030 (Fidelity Index) Co-Manager 02/02/2021 to present
CT Portfolio 2027 (Fidelity Index) Co-Manager 02/02/2021 to present
CT Portfolio 2024 (Fidelity Index) Co-Manager 02/02/2021 to present
CT College Portfolio (Fidelity Index) Co-Manager 02/02/2021 to present
DE Portfolio 2039 (Fidelity Index) Co-Manager 12/27/2019 to present
NH Portfolio 2039 (Fidelity Index) Co-Manager 12/27/2019 to present
MA Portfolio 2039 (Fidelity Index) Co-Manager 12/27/2019 to present
AZ Portfolio 2039 (Fidelity Index) Co-Manager 12/27/2019 to present
Fidelity Freedom Index 2065 Fund - Premier II Class Co-Manager 06/28/2019 to present
Fidelity Freedom Index 2065 Fund - Premier Class Co-Manager 06/28/2019 to present
Fidelity Freedom Index 2065 Fund - Institutional Premium Class Co-Manager 06/28/2019 to present
Fidelity Freedom Index 2065 Fund - Investor Class Co-Manager 06/28/2019 to present
NH Portfolio 2033 (Fidelity Index) Co-Manager 01/01/2019 to present
MA Portfolio 2036 (Fidelity Index) Co-Manager 01/01/2019 to present
NH Portfolio 2036 (Fidelity Index) Co-Manager 01/01/2019 to present
DE Portfolio 2036 (Fidelity Index) Co-Manager 01/01/2019 to present
AZ Portfolio 2036 (Fidelity Index) Co-Manager 01/01/2019 to present
AZ Intermediate Treasury Index Portfolio Co-Manager 01/01/2019 to present
AZ Portfolio 2024 (Fidelity Index) Co-Manager 01/01/2019 to present
AZ College Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
AZ Aggressive Growth Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
AZ Moderate Growth Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
AZ Conservative Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
AZ Fidelity 500 Index Portfolio Co-Manager 01/01/2019 to present
AZ Total Market Index Portfolio Co-Manager 01/01/2019 to present
AZ International Index Portfolio Co-Manager 01/01/2019 to present
MA Portfolio 2024 (Fidelity Index) Co-Manager 01/01/2019 to present
MA College Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
MA Aggressive Growth Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
MA Moderate Growth Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
MA Conservative Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
MA Fidelity 500 Index Portfolio Co-Manager 01/01/2019 to present
MA Total Market Index Portfolio Co-Manager 01/01/2019 to present
MA International Index Portfolio Co-Manager 01/01/2019 to present
MA Intermediate Treasury Index Portfolio Co-Manager 01/01/2019 to present
DE Intermediate Treasury Index Portfolio Co-Manager 01/01/2019 to present
DE Portfolio 2024 (Fidelity Index) Co-Manager 01/01/2019 to present
DE College Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
DE Aggressive Growth Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
DE Moderate Growth Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
DE Conservative Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
DE Fidelity 500 Index Portfolio Co-Manager 01/01/2019 to present
DE Total Market Index Portfolio Co-Manager 01/01/2019 to present
DE International Index Portfolio Co-Manager 01/01/2019 to present
NH Portfolio 2024 (Fidelity Index) Co-Manager 01/01/2019 to present
NH College Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
NH Aggressive Growth Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
NH Moderate Growth Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
NH Conservative Portfolio (Fidelity Index) Co-Manager 01/01/2019 to present
NH Fidelity 500 Index Portfolio Co-Manager 01/01/2019 to present
NH Total Market Index Portfolio Co-Manager 01/01/2019 to present
NH International Index Portfolio Co-Manager 01/01/2019 to present
NH Intermediate Treasury Index Portfolio Co-Manager 01/01/2019 to present
AZ Portfolio 2027 (Fidelity Index) Co-Manager 01/01/2019 to present
DE Portfolio 2027 (Fidelity Index) Co-Manager 01/01/2019 to present
MA Portfolio 2027 (Fidelity Index) Co-Manager 01/01/2019 to present
NH Portfolio 2027 (Fidelity Index) Co-Manager 01/01/2019 to present
AZ Portfolio 2030 (Fidelity Index) Co-Manager 01/01/2019 to present
DE Portfolio 2030 (Fidelity Index) Co-Manager 01/01/2019 to present
MA Portfolio 2030 (Fidelity Index) Co-Manager 01/01/2019 to present
NH Portfolio 2030 (Fidelity Index) Co-Manager 01/01/2019 to present
AZ Portfolio 2033 (Fidelity Index) Co-Manager 01/01/2019 to present
DE Portfolio 2033 (Fidelity Index) Co-Manager 01/01/2019 to present
MA Portfolio 2033 (Fidelity Index) Co-Manager 01/01/2019 to present
Fidelity Freedom Index 2060 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2055 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2010 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2015 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2020 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2025 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2035 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2040 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2045 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2050 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2055 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2060 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2030 Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index Income Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2015 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2025 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2045 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2055 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2010 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2020 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2030 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2035 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2040 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2050 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2060 Fund - Premier Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index Income Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2010 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2015 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2020 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2025 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2030 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2035 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2040 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2045 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2050 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2055 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2060 Fund - Premier II Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index Income Fund - Institutional Premium Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index Income Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2010 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2020 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2025 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2030 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2035 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2040 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2045 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2050 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Freedom Index 2015 Fund - Investor Class Co-Manager 06/16/2018 to present
Fidelity Multi-Asset Index Fund Co-Manager 04/28/2018 to present

Previously Managing

Fund Name Management Role Date
OklahomaDream 529 Money Market Portfolio - Class A Co-Manager 01/02/2024 to 04/30/2024
OklahomaDream 529 Money Market Portfolio - Class C Co-Manager 01/02/2024 to 04/30/2024
OklahomaDream 529 Money Market Portfolio - Class I Co-Manager 01/02/2024 to 04/30/2024
OklahomaDream 529 Money Market Portfolio - Class P Co-Manager 01/02/2024 to 04/30/2024
CT Portfolio 2021 (Fidelity Index) Co-Manager 02/02/2021 to 12/02/2022
AZ Portfolio 2021 (Fidelity Index) Co-Manager 01/01/2019 to 12/02/2022
MA Portfolio 2021 (Fidelity Index) Co-Manager 01/01/2019 to 12/02/2022
DE Portfolio 2021 (Fidelity Index) Co-Manager 01/01/2019 to 12/02/2022
NH Portfolio 2021 (Fidelity Index) Co-Manager 01/01/2019 to 12/02/2022
Fidelity Freedom Index 2005 Fund - Institutional Premium Class Co-Manager 06/16/2018 to 06/14/2024
Fidelity Freedom Index 2005 Fund - Premier Class Co-Manager 06/16/2018 to 06/14/2024
Fidelity Freedom Index 2005 Fund - Investor Class Co-Manager 06/16/2018 to 06/14/2024
 
 

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