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Fund Manager Profile: Brett Sumsion
Name:
Tenure:
Education:
Brett
Sumsion
Since
01/21/2014
- M.B.A., University of Pennsylvania - The Wharton School, 2010
- B.A., Brigham Young University, 1999
Currently Managing
| Fund Name | Management Role | Date |
|---|---|---|
| MA Climate Action Portfolio | Co-Manager | 12/27/2024 to present |
| VIP Freedom 2070 Portfolio - Service Class | Co-Manager | 07/01/2024 to present |
| VIP Freedom 2070 Portfolio - Service Class 2 | Co-Manager | 07/01/2024 to present |
| VIP Freedom 2070 Portfolio - Initial Class | Co-Manager | 07/01/2024 to present |
| Fidelity Flex Freedom Blend 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 2070 Fund | Co-Manager | 06/28/2024 to present |
| Fidelity Freedom 2070 Fund - Class K6 | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom 2070 Fund - Class A | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom 2070 Fund - Class M | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom 2070 Fund - Class C | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom 2070 Fund - Class I | 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 - Premier Class | Co-Manager | 06/28/2024 to present |
| Fidelity Freedom Index 2070 Fund - Investor Class | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom 2070 Fund - Class Z | Co-Manager | 06/28/2024 to present |
| Fidelity Freedom 2070 Fund - Class K | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom 2070 Fund - Class K6 | Co-Manager | 06/28/2024 to present |
| Fidelity Sustainable Target Date 2070 Fund | Co-Manager | 06/28/2024 to present |
| Fidelity Freedom Blend 2070 Fund | 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 Freedom Blend 2070 Fund - Class K | Co-Manager | 06/28/2024 to present |
| Fidelity Freedom Blend 2070 Fund - Class K6 | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom Blend 2070 Fund - Class A | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom Blend 2070 Fund - Class M | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom Blend 2070 Fund - Class C | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom Blend 2070 Fund - Class I | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Freedom Blend 2070 Fund - Class Z | Co-Manager | 06/28/2024 to present |
| Fidelity Freedom Blend 2070 Fund - Premier 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 C | 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 I | Co-Manager | 03/26/2024 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2025 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2025 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date Retirement Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date Retirement Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date Retirement Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2020 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2025 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2010 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2015 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2010 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2015 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2035 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2030 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2010 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2015 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2050 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2055 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2050 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2050 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2055 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2055 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2040 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2040 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2040 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2045 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2045 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2060 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2060 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2065 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2065 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date Retirement Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date Retirement Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date Retirement Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date Income Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date Retirement Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date Retirement Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2020 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2020 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2045 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2060 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class C | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class I | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2065 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class Z | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class Z6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2030 Fund | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class A | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class M | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2035 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2035 Fund - Class K | Co-Manager | 01/02/2024 to present |
| Fidelity Sustainable Target Date 2030 Fund - Class K6 | Co-Manager | 01/02/2024 to present |
| VIP Investor Freedom 2050 Portfolio | Co-Manager | 04/13/2023 to present |
| VIP Investor Freedom 2045 Portfolio | Co-Manager | 04/13/2023 to present |
| VIP Investor Freedom 2040 Portfolio | Co-Manager | 04/13/2023 to present |
| VIP Investor Freedom 2035 Portfolio | Co-Manager | 04/13/2023 to present |
| CHET Advisor 529 Portfolio 2042 - Class A | Co-Manager | 12/28/2022 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class A | Co-Manager | 12/28/2022 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class C | Co-Manager | 12/28/2022 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class I | Co-Manager | 12/28/2022 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class P | Co-Manager | 12/28/2022 to present |
| CHET Advisor 529 Portfolio 2042 - Class C | Co-Manager | 12/28/2022 to present |
| CHET Advisor 529 Portfolio 2042 - Class I | Co-Manager | 12/28/2022 to present |
| AZ Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| AZ Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| AZ Portfolio 2042 (Fidelity Index) | Co-Manager | 12/28/2022 to present |
| CT Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| CT Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| CT Portfolio 2042 (Fidelity Index) | Co-Manager | 12/28/2022 to present |
| DE Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| DE Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| DE Portfolio 2042 (Fidelity Index) | Co-Manager | 12/28/2022 to present |
| MA Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| MA Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| MA Portfolio 2042 (Fidelity Index) | Co-Manager | 12/28/2022 to present |
| NH Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| NH Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| NH Portfolio 2042 (Fidelity Index) | Co-Manager | 12/28/2022 to present |
| CHET Advisor 529 Portfolio 2042 - Class P | Co-Manager | 12/28/2022 to present |
| OklahomaDream 529 Portfolio 2042 - Class P | Co-Manager | 12/28/2022 to present |
| OklahomaDream 529 Portfolio 2042 - Class I | Co-Manager | 12/28/2022 to present |
| OklahomaDream 529 Portfolio 2042 - Class C | Co-Manager | 12/28/2022 to present |
| OklahomaDream 529 Portfolio 2042 - Class A | Co-Manager | 12/28/2022 to present |
| Fidelity Advisor Managed Retirement 2035 Fund - Class A | Co-Manager | 12/15/2022 to present |
| Fidelity Advisor Managed Retirement 2035 Fund - Class I | Co-Manager | 12/15/2022 to present |
| Fidelity Advisor Managed Retirement 2035 Fund - Class Z6 | Co-Manager | 12/15/2022 to present |
| Fidelity Managed Retirement 2035 Fund | Co-Manager | 12/15/2022 to present |
| Fidelity Managed Retirement 2035 Fund - Class K | Co-Manager | 12/15/2022 to present |
| Fidelity Managed Retirement 2035 Fund - Class K6 | Co-Manager | 12/15/2022 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class P | Co-Manager | 07/27/2022 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class I | Co-Manager | 07/27/2022 to present |
| CT Sustainable Multi-Asset Portfolio | Co-Manager | 07/27/2022 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class I | Co-Manager | 07/27/2022 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class P | Co-Manager | 07/27/2022 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class C | Co-Manager | 07/27/2022 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class A | Co-Manager | 07/27/2022 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class C | Co-Manager | 07/27/2022 to present |
| NH Sustainable Multi-Asset Portfolio | Co-Manager | 07/27/2022 to present |
| MA Sustainable Multi-Asset Portfolio | Co-Manager | 07/27/2022 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class A | Co-Manager | 07/27/2022 to present |
| NH Stable Value Portfolio | Co-Manager | 03/29/2022 to present |
| AZ Stable Value Portfolio | Co-Manager | 03/29/2022 to present |
| DE Stable Value Portfolio | Co-Manager | 03/29/2022 to present |
| CT Stable Value Portfolio | Co-Manager | 03/29/2022 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class I | Co-Manager | 03/29/2022 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class P | Co-Manager | 03/29/2022 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class A | Co-Manager | 03/29/2022 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class C | Co-Manager | 03/29/2022 to present |
| CHET Advisor 529 Portfolio 2031 - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2028 - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Stable Value Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2028 - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2039 - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 College Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 College Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 College Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 College Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2025 - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2025 - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2025 - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2025 - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2028 - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2028 - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Stable Value Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Stable Value Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Stable Value Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Total Bond Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Total Bond Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 New Insights Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 New Insights Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Small Cap Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Small Cap Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Diversified International Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Diversified International Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Diversified International Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Diversified International Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Total Bond Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Total Bond Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 New Insights Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 New Insights Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Small Cap Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Small Cap Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2031 - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2034 - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2034 - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2037 - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2037 - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2031 - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2031 - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2034 - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2034 - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2037 - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2037 - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Equity Dividend Income Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Equity Dividend Income Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Equity Dividend Income Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Equity Dividend Income Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2039 - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2039 - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Portfolio 2039 - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class P | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class A | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class C | Co-Manager | 03/16/2021 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class I | Co-Manager | 03/16/2021 to present |
| CT College Portfolio (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT Principal Plus Interest | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2024 (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2027 (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2030 (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2033 (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2036 (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2039 (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT College Portfolio (Fidelity Blend) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2024 (Fidelity Blend) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2027 (Fidelity Blend) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2030 (Fidelity Blend) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2033 (Fidelity Blend) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2036 (Fidelity Blend) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2039 (Fidelity Blend) | Co-Manager | 02/02/2021 to present |
| CT College Portfolio (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2024 (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2027 (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2030 (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2033 (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2036 (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Portfolio 2039 (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT Conservative Portfolio (Fidelity Funds) | Co-Manager | 02/02/2021 to present |
| CT Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Conservative Portfolio (Fidelity Index) | Co-Manager | 02/02/2021 to present |
| CT Fidelity 500 Index Portfolio | Co-Manager | 02/02/2021 to present |
| CT International Index Portfolio | Co-Manager | 02/02/2021 to present |
| CT Intermediate Treasury Index Portfolio | Co-Manager | 02/02/2021 to present |
| CT Total Market Index Portfolio | Co-Manager | 02/02/2021 to present |
| CT US Sustainability Index Portfolio | Co-Manager | 02/02/2021 to present |
| OklahomaDream 529 Diversified International Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Diversified International Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Diversified International Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 High Income Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 High Income Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 High Income Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 New Insights Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 New Insights Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Small Cap Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Small Cap Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Small Cap Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Total Bond Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Total Bond Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Total Bond Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 High Income Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 New Insights Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 New Insights Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Small Cap Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Total Bond Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 College Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 College Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2025 - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2031 - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2031 - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2031 - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2034 - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2034 - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2037 - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2037 - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2037 - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2039 - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2039 - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2039 - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2039 - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 College Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 College Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2025 - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2025 - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2025 - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2028 - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2028 - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2028 - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2028 - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2031 - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2034 - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2034 - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Portfolio 2037 - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Diversified International Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Equity Dividend Income Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Equity Dividend Income Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Equity Dividend Income Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Equity Dividend Income Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class P | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class I | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class A | Co-Manager | 09/08/2020 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class C | Co-Manager | 09/08/2020 to present |
| NH Portfolio 2039 (Fidelity Index) | Co-Manager | 12/27/2019 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class A | Co-Manager | 12/27/2019 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class C | Co-Manager | 12/27/2019 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class P | Co-Manager | 12/27/2019 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class I | Co-Manager | 12/27/2019 to present |
| AZ Portfolio 2039 (Fidelity Funds) | Co-Manager | 12/27/2019 to present |
| AZ Portfolio 2039 (Fidelity Blend) | Co-Manager | 12/27/2019 to present |
| AZ Portfolio 2039 (Fidelity Index) | Co-Manager | 12/27/2019 to present |
| DE Portfolio 2039 (Fidelity Funds) | Co-Manager | 12/27/2019 to present |
| DE Portfolio 2039 (Fidelity Blend) | Co-Manager | 12/27/2019 to present |
| DE Portfolio 2039 (Fidelity Index) | Co-Manager | 12/27/2019 to present |
| MA Portfolio 2039 (Fidelity Funds) | Co-Manager | 12/27/2019 to present |
| MA Portfolio 2039 (Fidelity Blend) | Co-Manager | 12/27/2019 to present |
| MA Portfolio 2039 (Fidelity Index) | Co-Manager | 12/27/2019 to present |
| NH Portfolio 2039 (Fidelity Funds) | Co-Manager | 12/27/2019 to present |
| NH Portfolio 2039 (Fidelity Blend) | Co-Manager | 12/27/2019 to present |
| MA Portfolio 2024 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| MA Portfolio 2027 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| MA Portfolio 2030 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| MA Portfolio 2033 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| MA Portfolio 2036 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| NH College Portfolio (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| NH Portfolio 2024 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| NH Portfolio 2027 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| NH Portfolio 2030 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| NH Portfolio 2033 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| NH Portfolio 2036 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| AZ College Portfolio (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| AZ Portfolio 2024 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| AZ Portfolio 2027 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| AZ Portfolio 2030 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| MA College Portfolio (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| DE Portfolio 2036 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| DE Portfolio 2033 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| DE Portfolio 2030 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| DE Portfolio 2027 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| DE Portfolio 2024 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| DE College Portfolio (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| AZ Portfolio 2033 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| AZ Portfolio 2036 (Fidelity Blend) | Co-Manager | 10/01/2019 to present |
| Fidelity Advisor Managed Retirement 2030 Fund - Class A | Co-Manager | 08/16/2019 to present |
| Fidelity Managed Retirement 2030 Fund - Class K6 | Co-Manager | 08/16/2019 to present |
| Fidelity Advisor Managed Retirement 2030 Fund - Class Z6 | Co-Manager | 08/16/2019 to present |
| Fidelity Managed Retirement 2030 Fund - Class K | Co-Manager | 08/16/2019 to present |
| Fidelity Advisor Managed Retirement 2030 Fund - Class I | Co-Manager | 08/16/2019 to present |
| Fidelity Managed Retirement 2030 Fund | Co-Manager | 08/16/2019 to present |
| Fidelity Flex Freedom Blend 2065 Fund | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom Blend 2065 Fund - Class Z6 | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom Blend 2065 Fund - Premier Class | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom Index 2065 Fund - Premier Class | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom Blend 2065 Fund - Class A | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom Index 2065 Fund - Premier II Class | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom 2065 Fund - Class I | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom Index 2065 Fund - Institutional Premium Class | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom Blend 2065 Fund - Class Z | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom Blend 2065 Fund - Class C | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom Blend 2065 Fund - Class K | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom Blend 2065 Fund | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom 2065 Fund - Class K | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom 2065 Fund - Class C | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom 2065 Fund - Class Z | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom 2065 Fund - Class K6 | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom Blend 2065 Fund - Class K6 | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom Blend 2065 Fund - Class M | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom Blend 2065 Fund - Class I | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom Index 2065 Fund - Investor Class | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom 2065 Fund - Class A | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom 2065 Fund - Class M | Co-Manager | 06/28/2019 to present |
| Fidelity Advisor Freedom 2065 Fund - Class K6 | Co-Manager | 06/28/2019 to present |
| Fidelity Freedom 2065 Fund | Co-Manager | 06/28/2019 to present |
| VIP Freedom 2055 Portfolio - Service Class 2 | Co-Manager | 04/11/2019 to present |
| VIP Freedom 2055 Portfolio - Initial Class | Co-Manager | 04/11/2019 to present |
| VIP Freedom 2060 Portfolio - Service Class | Co-Manager | 04/11/2019 to present |
| VIP Freedom 2055 Portfolio - Service Class | Co-Manager | 04/11/2019 to present |
| VIP Freedom 2060 Portfolio - Initial Class | Co-Manager | 04/11/2019 to present |
| VIP Freedom 2065 Portfolio - Service Class | Co-Manager | 04/11/2019 to present |
| VIP Freedom 2065 Portfolio - Initial Class | Co-Manager | 04/11/2019 to present |
| VIP Freedom 2060 Portfolio - Service Class 2 | Co-Manager | 04/11/2019 to present |
| VIP Freedom 2065 Portfolio - Service Class 2 | Co-Manager | 04/11/2019 to present |
| Fidelity Freedom Blend 2030 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2035 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2035 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2045 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2045 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2055 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2055 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2060 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2060 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend Retirement Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2010 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2015 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2020 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2020 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2025 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend Retirement Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2010 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2010 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2010 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2015 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2015 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2015 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2015 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2020 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2020 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2025 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2025 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2030 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2035 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2035 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2035 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2015 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2020 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2020 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2025 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2030 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2030 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2035 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2035 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2035 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2040 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2010 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2010 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2010 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2015 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2020 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2020 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2020 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2025 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2040 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2040 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2045 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2050 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2050 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2050 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2055 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2060 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend Retirement Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend Retirement Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend Retirement Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend Retirement Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2015 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2015 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2025 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2025 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2030 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2030 Fund | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2035 Fund - Class K6 | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2040 Fund - Class K | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend Retirement Fund- Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend Retirement Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend Income Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2010 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2010 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2040 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2045 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2045 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2045 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2050 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2050 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2055 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2055 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2055 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2025 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2025 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2030 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2030 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2030 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2040 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2045 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2050 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2050 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2055 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2055 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2060 Fund - Class Z6 | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2040 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2040 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2040 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2045 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2045 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2050 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2050 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2055 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2060 Fund - Class A | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2060 Fund - Class Z | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2060 Fund - Class C | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2060 Fund - Class I | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor Freedom Blend 2060 Fund - Class M | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend Retirement Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2010 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2050 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2055 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2060 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2015 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2020 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2025 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2030 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2035 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2040 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Freedom Blend 2045 Fund - Premier Class | Co-Manager | 08/31/2018 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class P | Co-Manager | 12/19/2017 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class C | Co-Manager | 12/19/2017 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class A | Co-Manager | 12/19/2017 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class I | Co-Manager | 12/19/2017 to present |
| Fidelity Flex Freedom Blend 2050 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2045 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2040 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2035 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2030 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2025 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2020 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2015 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend Retirement Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2010 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2055 Fund | Co-Manager | 06/08/2017 to present |
| Fidelity Flex Freedom Blend 2060 Fund | Co-Manager | 06/08/2017 to present |
| AZ Portfolio 2036 (Fidelity Index) | Co-Manager | 12/14/2016 to present |
| AZ Portfolio 2036 (Fidelity Funds) | Co-Manager | 12/14/2016 to present |
| DE Portfolio 2036 (Fidelity Index) | Co-Manager | 12/14/2016 to present |
| DE Portfolio 2036 (Fidelity Funds) | Co-Manager | 12/14/2016 to present |
| NH Portfolio 2036 (Fidelity Index) | Co-Manager | 12/14/2016 to present |
| NH Portfolio 2036 (Fidelity Funds) | Co-Manager | 12/14/2016 to present |
| MA Portfolio 2036 (Fidelity Index) | Co-Manager | 12/14/2016 to present |
| MA Portfolio 2036 (Fidelity Funds) | Co-Manager | 12/14/2016 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class A | Co-Manager | 12/18/2014 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class C | Co-Manager | 12/18/2014 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class P | Co-Manager | 12/18/2014 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class I | Co-Manager | 12/18/2014 to present |
| Fidelity Advisor Freedom 2060 Fund - Class K6 | Co-Manager | 08/05/2014 to present |
| Fidelity Freedom 2060 Fund - Class K6 | Co-Manager | 08/05/2014 to present |
| Fidelity Freedom Index 2060 Fund - Investor Class | Co-Manager | 08/05/2014 to present |
| Fidelity Advisor Freedom 2060 Fund - Class M | Co-Manager | 08/05/2014 to present |
| Fidelity Advisor Freedom 2060 Fund - Class A | Co-Manager | 08/05/2014 to present |
| Fidelity Freedom Index 2060 Fund - Premier Class | Co-Manager | 08/05/2014 to present |
| Fidelity Advisor Freedom 2060 Fund - Class I | Co-Manager | 08/05/2014 to present |
| Fidelity Advisor Freedom 2060 Fund - Class C | Co-Manager | 08/05/2014 to present |
| Fidelity Freedom Index 2060 Fund - Institutional Premium Class | Co-Manager | 08/05/2014 to present |
| Fidelity Freedom Index 2060 Fund - Premier II Class | Co-Manager | 08/05/2014 to present |
| Fidelity Advisor Freedom 2060 Fund - Class Z | Co-Manager | 08/05/2014 to present |
| Fidelity Freedom 2060 Fund | Co-Manager | 08/05/2014 to present |
| Fidelity Freedom 2060 Fund - Class K | Co-Manager | 08/05/2014 to present |
| Fidelity Freedom 2010 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2020 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Retirement Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2030 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2040 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Old Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Old Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 College Portfolio - Old Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 College Portfolio - Old Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 College Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Old Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Old Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 College Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Dividend Income Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 High Income Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Dividend Income Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 High Income Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 High Income Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Dividend Income Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 High Income Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 College Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 College Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 College Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Dividend Income Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 High Income Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Inflation Protected Bond Portfolio - Class D | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2010 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2010 Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2010 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2010 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2010 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2020 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2020 Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2020 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2020 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2020 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2030 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2030 Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2030 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2030 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2030 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2040 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2040 Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2040 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2040 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2040 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom Retirement Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom Income Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom Retirement Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom Retirement Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom Retirement Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2015 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2015 Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2015 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2015 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2015 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2025 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2025 Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2025 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2025 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2025 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2035 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2035 Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2035 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2035 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2035 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2015 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2025 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2035 Fund | Co-Manager | 01/21/2014 to present |
| MA Conservative Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| DE Conservative Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| NH Conservative Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| MA College Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| NH College Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| NH Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| DE Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| MA Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| DE Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| NH Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| MA Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| DE Portfolio 2024 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| MA Portfolio 2024 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| NH Portfolio 2024 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| VIP Freedom Income Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom Income Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom Income Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2010 Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2010 Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2010 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2015 Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2015 Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2015 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2020 Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2020 Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2020 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2025 Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2025 Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2025 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2030 Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2030 Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2030 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| AZ Portfolio 2024 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| AZ College Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| AZ Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| AZ Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| AZ Conservative Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| VIP Freedom Lifetime Income I Portfolio | Co-Manager | 01/21/2014 to present |
| VIP Freedom Lifetime Income II Portfolio | Co-Manager | 01/21/2014 to present |
| VIP Freedom Lifetime Income III Portfolio | Co-Manager | 01/21/2014 to present |
| VIP Investor Freedom 2010 Portfolio | Co-Manager | 01/21/2014 to present |
| VIP Investor Freedom 2015 Portfolio | Co-Manager | 01/21/2014 to present |
| VIP Investor Freedom 2020 Portfolio | Co-Manager | 01/21/2014 to present |
| VIP Investor Freedom 2025 Portfolio | Co-Manager | 01/21/2014 to present |
| VIP Investor Freedom 2030 Portfolio | Co-Manager | 01/21/2014 to present |
| VIP Investor Freedom Income Portfolio | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2045 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2045 Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2045 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2045 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2045 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2050 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2050 Fund - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2050 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2050 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2050 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2045 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2050 Fund | Co-Manager | 01/21/2014 to present |
| AZ Intermediate Treasury Index Portfolio | Co-Manager | 01/21/2014 to present |
| AZ Portfolio 2024 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| AZ College Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| AZ Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| AZ Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| AZ Conservative Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| AZ Fidelity 500 Index Portfolio | Co-Manager | 01/21/2014 to present |
| AZ Total Market Index Portfolio | Co-Manager | 01/21/2014 to present |
| AZ International Index Portfolio | Co-Manager | 01/21/2014 to present |
| MA Cash Reserves (Money Market) Portfolio | Co-Manager | 01/21/2014 to present |
| MA Portfolio 2024 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| MA College Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| MA Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| MA Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| MA Conservative Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| MA Fidelity 500 Index Portfolio | Co-Manager | 01/21/2014 to present |
| MA Total Market Index Portfolio | Co-Manager | 01/21/2014 to present |
| MA International Index Portfolio | Co-Manager | 01/21/2014 to present |
| MA Intermediate Treasury Index Portfolio | Co-Manager | 01/21/2014 to present |
| DE Intermediate Treasury Index Portfolio | Co-Manager | 01/21/2014 to present |
| DE Portfolio 2024 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| DE College Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| DE Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| DE Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| DE Conservative Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| DE Fidelity 500 Index Portfolio | Co-Manager | 01/21/2014 to present |
| DE Total Market Index Portfolio | Co-Manager | 01/21/2014 to present |
| DE International Index Portfolio | Co-Manager | 01/21/2014 to present |
| NH Portfolio 2024 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| NH College Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| NH Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| NH Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| NH Conservative Portfolio (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| NH Fidelity 500 Index Portfolio | Co-Manager | 01/21/2014 to present |
| NH Total Market Index Portfolio | Co-Manager | 01/21/2014 to present |
| NH International Index Portfolio | Co-Manager | 01/21/2014 to present |
| NH Intermediate Treasury Index Portfolio | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement Income Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement Income Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement Income Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement Income Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2010 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2010 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2010 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2010 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2015 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2015 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2015 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2015 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement Income Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2010 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2015 Fund | Co-Manager | 01/21/2014 to present |
| AZ Portfolio 2027 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| AZ Portfolio 2027 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| DE Portfolio 2027 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| DE Portfolio 2027 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| MA Portfolio 2027 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| MA Portfolio 2027 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| NH Portfolio 2027 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| NH Portfolio 2027 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2020 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2025 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2020 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2020 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2020 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2020 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2025 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2025 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2025 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2025 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class B | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class P | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2035 Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2035 Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2035 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2040 Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2040 Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2040 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2045 Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2045 Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2045 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2050 Portfolio - Initial Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2050 Portfolio - Service Class | Co-Manager | 01/21/2014 to present |
| VIP Freedom 2050 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index Retirement Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2010 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2020 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2025 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2030 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2035 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2040 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2045 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2050 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2015 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| AZ Portfolio 2030 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| AZ Portfolio 2030 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| DE Portfolio 2030 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| DE Portfolio 2030 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| MA Portfolio 2030 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| MA Portfolio 2030 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| NH Portfolio 2030 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| NH Portfolio 2030 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2055 Fund | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2055 Fund - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2055 Fund - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2055 Fund - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2055 Fund - Class M | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2055 Fund - Investor Class | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| FA 529 Asset Manager 60% Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| FA 529 Asset Manager 60% Portfolio - Class P | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| FA 529 Asset Manager 60% Portfolio - Class C | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class A | Co-Manager | 01/21/2014 to present |
| AZ Portfolio 2033 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| AZ Portfolio 2033 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| DE Portfolio 2033 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| DE Portfolio 2033 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| MA Portfolio 2033 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| MA Portfolio 2033 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| NH Portfolio 2033 (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
| NH Portfolio 2033 (Fidelity Index) | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index Retirement Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2010 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2015 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2020 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2025 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2035 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2040 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2045 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2050 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2055 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2030 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2010 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2015 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2035 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2045 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2050 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2055 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom Retirement Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2020 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2025 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2030 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2040 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2010 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2015 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2020 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2025 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2030 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2035 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2040 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2045 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2050 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2055 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Retirement Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2015 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2020 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2025 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2035 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2040 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2045 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2055 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2010 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2030 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Retirement Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom 2050 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom Retirement Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2010 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2015 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2035 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2040 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2050 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2020 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2025 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2030 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2045 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Freedom 2055 Fund - Class Z | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| FA 529 Asset Manager 60% Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 College Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Equity Dividend Income Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 High Income Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class I | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement Income Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement Income Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2020 Fund - Class Z6 | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2010 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2020 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2010 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2015 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2020 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2025 Fund - Class K6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement Income Fund - Class Z6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2010 Fund - Class Z6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2015 Fund - Class Z6 | Co-Manager | 01/21/2014 to present |
| Fidelity Advisor Managed Retirement 2025 Fund - Class Z6 | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2015 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Managed Retirement 2025 Fund - Class K | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index Retirement Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2015 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2025 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2045 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2055 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2010 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2020 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2030 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2035 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2040 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2050 Fund - Premier Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index Retirement Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2010 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2015 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2020 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2025 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2030 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2035 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2040 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2045 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2050 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| Fidelity Freedom Index 2055 Fund - Premier II Class | Co-Manager | 01/21/2014 to present |
| DE College Portfolio (Fidelity Funds) | Co-Manager | 01/21/2014 to present |
Previously Managing
| Fund Name | Management Role | Date |
|---|---|---|
| Fidelity Advisor Macro Opportunities Fund - Class A | Co-Manager | 07/03/2023 to 01/24/2025 |
| Fidelity Advisor Macro Opportunities Fund - Class I | Co-Manager | 07/03/2023 to 01/24/2025 |
| Fidelity Advisor Macro Opportunities Fund - Class Z | Co-Manager | 07/03/2023 to 01/24/2025 |
| Fidelity Advisor Macro Opportunities Fund - Class M | Co-Manager | 07/03/2023 to 01/24/2025 |
| Fidelity Macro Opportunities Fund | Co-Manager | 07/03/2023 to 01/24/2025 |
| Fidelity Advisor Macro Opportunities Fund - Class C | Co-Manager | 07/03/2023 to 01/24/2025 |
| Fidelity Simplicity RMD 2030 Fund | Co-Manager | 12/15/2022 to 01/10/2025 |
| Fidelity Advisor Sustainable Multi-Asset Fund - Class I | Co-Manager | 02/10/2022 to 08/31/2022 |
| Fidelity Advisor Sustainable Multi-Asset Fund - Class M | Co-Manager | 02/10/2022 to 08/31/2022 |
| Fidelity Advisor Sustainable Multi-Asset Fund - Class A | Co-Manager | 02/10/2022 to 08/31/2022 |
| Fidelity Advisor Sustainable Multi-Asset Fund - Class C | Co-Manager | 02/10/2022 to 08/31/2022 |
| Fidelity Sustainable Multi-Asset Fund | Co-Manager | 02/10/2022 to 08/31/2022 |
| CHET Advisor 529 Portfolio 2022 - Class A | Co-Manager | 03/16/2021 to 12/02/2022 |
| CHET Advisor 529 Portfolio 2022 - Class C | Co-Manager | 03/16/2021 to 12/02/2022 |
| CHET Advisor 529 Portfolio 2022 - Class P | Co-Manager | 03/16/2021 to 12/02/2022 |
| CHET Advisor 529 Portfolio 2022 - Class I | Co-Manager | 03/16/2021 to 12/02/2022 |
| CHET Advisor 529 High Income Portfolio - Class A | Co-Manager | 03/16/2021 to 08/29/2025 |
| CHET Advisor 529 High Income Portfolio - Class I | Co-Manager | 03/16/2021 to 08/29/2025 |
| CHET Advisor 529 High Income Portfolio - Class C | Co-Manager | 03/16/2021 to 08/29/2025 |
| CHET Advisor 529 High Income Portfolio - Class P | Co-Manager | 03/16/2021 to 08/29/2025 |
| CT Portfolio 2021 (Fidelity Blend) | Co-Manager | 02/02/2021 to 12/02/2022 |
| CT Portfolio 2021 (Fidelity Index) | Co-Manager | 02/02/2021 to 12/02/2022 |
| CT Money Market | Co-Manager | 02/02/2021 to 05/02/2022 |
| CT Portfolio 2021 (Fidelity Funds) | Co-Manager | 02/02/2021 to 12/02/2022 |
| OklahomaDream 529 Money Market Portfolio - Class A | Co-Manager | 09/08/2020 to 04/30/2024 |
| OklahomaDream 529 Money Market Portfolio - Class C | Co-Manager | 09/08/2020 to 04/30/2024 |
| OklahomaDream 529 Money Market Portfolio - Class I | Co-Manager | 09/08/2020 to 04/30/2024 |
| OklahomaDream 529 Money Market Portfolio - Class P | Co-Manager | 09/08/2020 to 04/30/2024 |
| OklahomaDream 529 Portfolio 2022 - Class A | Co-Manager | 09/08/2020 to 12/02/2022 |
| OklahomaDream 529 Portfolio 2022 - Class P | Co-Manager | 09/08/2020 to 12/02/2022 |
| OklahomaDream 529 Portfolio 2022 - Class C | Co-Manager | 09/08/2020 to 12/02/2022 |
| OklahomaDream 529 Portfolio 2022 - Class I | Co-Manager | 09/08/2020 to 12/02/2022 |
| International Equity Transition Account FBO MA529 | Co-Manager | 10/25/2019 to 11/25/2019 |
| International Equity Transition Account FBO AZ529 | Co-Manager | 10/25/2019 to 11/01/2019 |
| International Equity Transition Account FBO DE529 | Co-Manager | 10/25/2019 to 11/01/2019 |
| International Equity Transition Account FBO NH529 | Co-Manager | 10/25/2019 to 11/01/2019 |
| International Equity Transition Account FBO FA NH529 | Co-Manager | 10/25/2019 to 11/01/2019 |
| Emerging Market Equity Transition Account FBO MA529 | Co-Manager | 10/18/2019 to 11/25/2019 |
| Emerging Market Equity Transition Account FBO AZ529 | Co-Manager | 10/18/2019 to 11/01/2019 |
| Emerging Market Equity Transition Account FBO DE529 | Co-Manager | 10/18/2019 to 11/01/2019 |
| Emerging Market Equity Transition Account FBO NH529 | Co-Manager | 10/18/2019 to 11/01/2019 |
| Emerging Market Equity Transition Account FBO FA NH529 | Co-Manager | 10/18/2019 to 11/01/2019 |
| NH Portfolio 2021 (Fidelity Blend) | Co-Manager | 10/01/2019 to 12/02/2022 |
| AZ Portfolio 2021 (Fidelity Blend) | Co-Manager | 10/01/2019 to 12/02/2022 |
| MA Portfolio 2021 (Fidelity Blend) | Co-Manager | 10/01/2019 to 12/02/2022 |
| DE Portfolio 2021 (Fidelity Blend) | Co-Manager | 10/01/2019 to 12/02/2022 |
| Fixed Income Transition Account FBO NH529 | Co-Manager | 09/27/2019 to 11/12/2019 |
| Domestic Equity Transition Account FBO FA NH529 | Co-Manager | 09/27/2019 to 11/22/2019 |
| Fixed Income Transition Account FBO AZ529 | Co-Manager | 09/27/2019 to 11/12/2019 |
| Fixed Income Transition Account FBO MA529 | Co-Manager | 09/27/2019 to 11/12/2019 |
| Fixed Income Transition Account FBO DE529 | Co-Manager | 09/27/2019 to 11/12/2019 |
| Domestic Equity Transition Account FBO NH529 | Co-Manager | 09/27/2019 to 11/22/2019 |
| Domestic Equity Transition Account FBO DE529 | Co-Manager | 09/27/2019 to 11/22/2019 |
| Domestic Equity Transition Account FBO AZ529 | Co-Manager | 09/27/2019 to 11/22/2019 |
| Domestic Equity Transition Account FBO MA529 | Co-Manager | 09/27/2019 to 11/25/2019 |
| Fidelity Simplicity RMD 2025 Fund | Co-Manager | 08/16/2019 to 01/10/2025 |
| Fidelity Advisor Freedom Blend 2005 Fund - Class M | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Advisor Freedom Blend 2005 Fund - Class Z6 | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Freedom Blend 2005 Fund - Class K | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Advisor Freedom Blend 2005 Fund - Class C | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Advisor Freedom Blend 2005 Fund - Class Z | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Freedom Blend 2005 Fund - Class K6 | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Freedom Blend 2005 Fund | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Advisor Freedom Blend 2005 Fund - Class I | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Advisor Freedom Blend 2005 Fund - Class A | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Freedom Blend 2005 Fund - Premier Class | Co-Manager | 08/31/2018 to 06/14/2024 |
| Fidelity Flex Freedom Blend 2005 Fund | Co-Manager | 06/08/2017 to 06/14/2024 |
| MA Portfolio 2036 (Multi-Firm) | Co-Manager | 12/14/2016 to 10/31/2019 |
| Fidelity Arizona Portfolio 2036 (Multi-Firm) | Co-Manager | 12/14/2016 to 10/31/2019 |
| DE Portfolio 2036 (Multi-Firm) | Co-Manager | 12/14/2016 to 10/31/2019 |
| NH Portfolio 2036 (Multi-Firm) | Co-Manager | 12/14/2016 to 10/31/2019 |
| Fidelity Freedom K 2060 Fund | Co-Manager | 08/05/2014 to 09/08/2017 |
| Fidelity Multi-Manager 2060 Fund - Class L | Co-Manager | 08/05/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2060 Fund - Class N | Co-Manager | 08/05/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2060 Fund | Co-Manager | 08/05/2014 to 12/08/2017 |
| Fidelity Advisor 529 Portfolio 2016 - Old Class A | Co-Manager | 01/21/2014 to 12/15/2017 |
| Fidelity Advisor 529 Portfolio 2016 - Old Class B | Co-Manager | 01/21/2014 to 12/15/2017 |
| Fidelity Advisor 529 Portfolio 2016 - Class D | Co-Manager | 01/21/2014 to 12/15/2017 |
| Fidelity Advisor 529 Portfolio 2019 - Old Class A | Co-Manager | 01/21/2014 to 12/06/2019 |
| Fidelity Advisor 529 Portfolio 2019 - Old Class B | Co-Manager | 01/21/2014 to 12/06/2019 |
| Fidelity Advisor 529 Portfolio 2019 - Class D | Co-Manager | 01/21/2014 to 12/06/2019 |
| Fidelity Advisor 529 Portfolio 2019 - Class P | Co-Manager | 01/21/2014 to 12/06/2019 |
| Fidelity Advisor 529 Portfolio 2016 - Class P | Co-Manager | 01/21/2014 to 12/15/2017 |
| Fidelity Advisor 529 Money Market Portfolio - Class P | Co-Manager | 01/21/2014 to 09/09/2022 |
| Fidelity Advisor 529 Money Market Portfolio - Class A | Co-Manager | 01/21/2014 to 09/09/2022 |
| Fidelity Advisor 529 Money Market Portfolio - Class B | Co-Manager | 01/21/2014 to 09/09/2022 |
| Fidelity Advisor 529 Money Market Portfolio - Class C | Co-Manager | 01/21/2014 to 09/09/2022 |
| Fidelity Advisor 529 Portfolio 2022 -Old Class A | Co-Manager | 01/21/2014 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 -Old Class B | Co-Manager | 01/21/2014 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class D | Co-Manager | 01/21/2014 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class P | Co-Manager | 01/21/2014 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class A | Co-Manager | 01/21/2014 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2019 - Class A | Co-Manager | 01/21/2014 to 12/06/2019 |
| Fidelity Advisor 529 Portfolio 2016 - Class A | Co-Manager | 01/21/2014 to 12/15/2017 |
| Fidelity Advisor 529 Portfolio 2022 - Class B | Co-Manager | 01/21/2014 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2019 - Class B | Co-Manager | 01/21/2014 to 12/06/2019 |
| Fidelity Advisor 529 Portfolio 2016 - Class B | Co-Manager | 01/21/2014 to 12/15/2017 |
| Fidelity Advisor 529 Portfolio 2022 - Class C | Co-Manager | 01/21/2014 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2019 - Class C | Co-Manager | 01/21/2014 to 12/06/2019 |
| Fidelity Advisor 529 Portfolio 2016 - Class C | Co-Manager | 01/21/2014 to 12/15/2017 |
| Fidelity Advisor 529 Money Market Portfolio - Class D | Co-Manager | 01/21/2014 to 09/09/2022 |
| Fidelity Advisor Freedom 2005 Fund - Class A | Co-Manager | 01/21/2014 to 06/14/2024 |
| Fidelity Advisor Freedom 2005 Fund - Class B | Co-Manager | 01/21/2014 to 06/14/2024 |
| Fidelity Advisor Freedom 2005 Fund - Class C | Co-Manager | 01/21/2014 to 06/14/2024 |
| Fidelity Advisor Freedom 2005 Fund - Class M | Co-Manager | 01/21/2014 to 06/14/2024 |
| Fidelity Advisor Freedom 2005 Fund - Class I | Co-Manager | 01/21/2014 to 06/14/2024 |
| Fidelity Freedom 2005 Fund | Co-Manager | 01/21/2014 to 06/21/2024 |
| DE Portfolio 2021 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/02/2022 |
| NH Portfolio 2021 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/02/2022 |
| MA Portfolio 2021 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/02/2022 |
| DE Portfolio 2015 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/09/2016 |
| NH Portfolio 2018 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/06/2019 |
| DE Portfolio 2018 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/06/2019 |
| MA Portfolio 2015 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/09/2016 |
| MA Portfolio 2018 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/06/2019 |
| NH Portfolio 2015 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/09/2016 |
| VIP Freedom 2005 Portfolio - Initial Class | Co-Manager | 01/21/2014 to 06/07/2024 |
| VIP Freedom 2005 Portfolio - Service Class | Co-Manager | 01/21/2014 to 06/07/2024 |
| VIP Freedom 2005 Portfolio - Service Class 2 | Co-Manager | 01/21/2014 to 06/07/2024 |
| AZ Portfolio 2021 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/02/2022 |
| AZ Portfolio 2018 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/06/2019 |
| AZ Portfolio 2015 (Fidelity Funds) | Co-Manager | 01/21/2014 to 12/09/2016 |
| VIP Investor Freedom 2005 Portfolio | Co-Manager | 01/21/2014 to 06/07/2024 |
| AZ Cash Reserves (Money Market) Portfolio | Co-Manager | 01/21/2014 to 05/02/2022 |
| AZ Portfolio 2021 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/02/2022 |
| AZ Portfolio 2018 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/06/2019 |
| AZ Portfolio 2015 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/09/2016 |
| MA Portfolio 2021 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/02/2022 |
| MA Portfolio 2018 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/06/2019 |
| MA Portfolio 2015 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/09/2016 |
| DE Cash Reserves (Money Market) Portfolio | Co-Manager | 01/21/2014 to 05/02/2022 |
| DE Portfolio 2021 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/02/2022 |
| DE Portfolio 2018 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/06/2019 |
| DE Portfolio 2015 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/09/2016 |
| NH Portfolio 2021 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/02/2022 |
| NH Portfolio 2018 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/06/2019 |
| NH Portfolio 2015 (Fidelity Index) | Co-Manager | 01/21/2014 to 12/09/2016 |
| NH Cash Reserves (Money Market) Portfolio | Co-Manager | 01/21/2014 to 09/12/2022 |
| Fidelity Advisor Income Replacement 2016 Fund - Class A | Co-Manager | 01/21/2014 to 01/27/2017 |
| Fidelity Advisor Income Replacement 2018 Fund - Class A | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Advisor Income Replacement 2016 Fund - Class C | Co-Manager | 01/21/2014 to 01/27/2017 |
| Fidelity Advisor Income Replacement 2016 Fund - Class M | Co-Manager | 01/21/2014 to 01/27/2017 |
| Fidelity Advisor Income Replacement 2016 Fund - Class I | Co-Manager | 01/21/2014 to 01/27/2017 |
| Fidelity Advisor Income Replacement 2018 Fund - Class C | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Advisor Income Replacement 2018 Fund - Class M | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Advisor Income Replacement 2018 Fund - Class I | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Advisor Income Replacement 2020 Fund - Class A | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Advisor Income Replacement 2020 Fund - Class C | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Advisor Income Replacement 2020 Fund - Class M | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Advisor Income Replacement 2020 Fund - Class I | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Advisor Simplicity RMD Income Fund - Class A | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD Income Fund - Class C | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD Income Fund - Class M | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD Income Fund - Class I | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Managed Retirement 2005 Fund - Class A | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Advisor Managed Retirement 2005 Fund - Class C | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Advisor Managed Retirement 2005 Fund - Class M | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Advisor Managed Retirement 2005 Fund - Class I | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Advisor Simplicity RMD 2005 Fund - Class A | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Advisor Simplicity RMD 2005 Fund - Class C | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Advisor Simplicity RMD 2005 Fund - Class M | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Advisor Simplicity RMD 2005 Fund - Class I | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Advisor Simplicity RMD 2010 Fund - Class A | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2010 Fund - Class C | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2010 Fund - Class M | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2010 Fund - Class I | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2015 Fund - Class A | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2015 Fund - Class C | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2015 Fund - Class M | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2015 Fund - Class I | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Income Replacement 2016 Fund | Co-Manager | 01/21/2014 to 01/27/2017 |
| Fidelity Income Replacement 2018 Fund | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Income Replacement 2020 Fund | Co-Manager | 01/21/2014 to 03/24/2017 |
| Fidelity Simplicity RMD Income Fund | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Managed Retirement 2005 Fund | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Simplicity RMD 2005 Fund | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Simplicity RMD 2010 Fund | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Simplicity RMD 2015 Fund | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Simplicity RMD 2020 Fund | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2020 Fund - Class A | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2020 Fund - Class C | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2020 Fund - Class M | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Advisor Simplicity RMD 2020 Fund - Class I | Co-Manager | 01/21/2014 to 01/10/2025 |
| Fidelity Freedom K Income Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2005 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2010 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2015 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2020 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2025 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2030 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2035 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2040 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2045 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom K 2050 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| Fidelity Freedom Index 2005 Fund - Investor Class | Co-Manager | 01/21/2014 to 06/14/2024 |
| Fidelity Freedom K 2055 Fund | Co-Manager | 01/21/2014 to 09/08/2017 |
| AZ Portfolio 2030 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| AZ Portfolio 2027 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| AZ Portfolio 2024 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| AZ Portfolio 2021 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| AZ Portfolio 2018 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| AZ Portfolio 2015 (Multi-Firm) | Co-Manager | 01/21/2014 to 12/09/2016 |
| AZ College Portfolio (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| DE Portfolio 2030 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| DE Portfolio 2027 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| DE Portfolio 2024 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| DE Portfolio 2021 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| DE Portfolio 2018 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| DE Portfolio 2015 (Multi-Firm) | Co-Manager | 01/21/2014 to 12/09/2016 |
| DE College Portfolio (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| MA Portfolio 2030 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| MA Portfolio 2027 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| MA Portfolio 2024 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| MA Portfolio 2021 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| MA Portfolio 2018 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| MA Portfolio 2015 (Multi-Firm) | Co-Manager | 01/21/2014 to 12/09/2016 |
| MA College Portfolio (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| NH Portfolio 2030 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| NH Portfolio 2027 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| NH Portfolio 2024 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| NH Portfolio 2021 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| NH Portfolio 2018 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| NH Portfolio 2015 (Multi-Firm) | Co-Manager | 01/21/2014 to 12/09/2016 |
| NH College Portfolio (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| Fidelity Multi-Manager Income Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2005 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2010 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2015 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2020 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2025 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2030 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2035 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2040 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2045 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2050 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2055 Fund | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager Income Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2010 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2015 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2015 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2025 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2040 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2040 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2055 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager Income Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2010 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2045 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2005 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2005 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2020 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2035 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2020 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2025 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2030 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2030 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2035 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2045 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2050 Fund - Class L | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2050 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| Fidelity Multi-Manager 2055 Fund - Class N | Co-Manager | 01/21/2014 to 12/08/2017 |
| AZ Portfolio 2033 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| DE Portfolio 2033 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| NH Portfolio 2033 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| MA Portfolio 2033 (Multi-Firm) | Co-Manager | 01/21/2014 to 10/31/2019 |
| Fidelity Freedom Index 2005 Fund - Institutional Premium Class | Co-Manager | 01/21/2014 to 06/14/2024 |
| Fidelity Advisor Freedom 2005 Fund - Class K6 | Co-Manager | 01/21/2014 to 06/14/2024 |
| Fidelity Freedom 2005 Fund - Class K6 | Co-Manager | 01/21/2014 to 06/21/2024 |
| Fidelity Freedom 2005 Fund - Class K | Co-Manager | 01/21/2014 to 06/21/2024 |
| Fidelity Advisor Freedom 2005 Fund - Class Z | Co-Manager | 01/21/2014 to 06/14/2024 |
| Fidelity Advisor 529 Portfolio 2019 - Class I | Co-Manager | 01/21/2014 to 12/06/2019 |
| Fidelity Advisor 529 Money Market Portfolio - Class I | Co-Manager | 01/21/2014 to 09/09/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class I | Co-Manager | 01/21/2014 to 12/02/2022 |
| Fidelity Managed Retirement 2005 Fund - Class K | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Managed Retirement 2005 Fund - Class K6 | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Advisor Managed Retirement 2005 Fund - Class Z6 | Co-Manager | 01/21/2014 to 07/17/2020 |
| Fidelity Freedom Index 2005 Fund - Premier Class | Co-Manager | 01/21/2014 to 06/14/2024 |