The performance data featured represents past performance, which is no guarantee of future results. Investment returns and the principal value of a variable annuity will fluctuate; therefore, you may have a gain or loss when money is withdrawn or received. Fund performance fluctuates and currently may be significantly higher or lower than stated.
The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Rating metrics, which are based on a risk-adjusted return. The top 10% of funds in each broad asset class receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.
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| Fund Name (Symbol, Fund Num) ![]() |
AS OF 03/31/2013 | ExpenseRatio |
Sub Account Inception Date ![]() |
MORNINGSTAR RATINGS (AS OF 04/30/2013) | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
1 Year |
3 Years |
5 Years |
10 Years |
Life
2
of Sub Account |
Investment Category ![]() |
Overall Ratings ![]() |
||||
| VIP Freedom Lifetime Income I (FEMTT, 9096) | +6.86% | +6.78% | +4.31% | -- | +4.61% | 0.58% | 08/15/2005 | Target Date 2016-2020 |
5
155 Funds Rated
|
Exchange VIP Freedom Lifetime Income I |
| VIP FundsManager 60 (FMPOC, 9194) | +8.24% | +7.49% | -- | -- | +3.31% | 0.88% | 04/30/2008 | Moderate Allocation |
3
4335 Funds Rated
|
Exchange VIP FundsManager 60 |
| VIP FundsManager 70 (FMPSC, 9195) | +9.32% | +8.08% | -- | -- | +2.77% | 0.85% | 04/30/2008 | Moderate Allocation |
3
4335 Funds Rated
|
Exchange VIP FundsManager 70 |
| VIP Freedom Lifetime Income III (FJLRT, 9098) | +10.16% | +9.04% | +4.25% | -- | +5.05% | 0.71% | 08/15/2005 | Target Date 2036-2040 |
5
46 Funds Rated
|
Exchange VIP Freedom Lifetime Income III |
| VIP Freedom Lifetime Income II (FNNGT, 9097) | +7.78% | +7.51% | +4.19% | -- | +4.87% | 0.61% | 08/15/2005 | Target Date 2026-2030 |
5
122 Funds Rated
|
Exchange VIP Freedom Lifetime Income II |
| VIP FundsManager 85 (FMPTC, 9196) | +10.42% | +8.33% | -- | -- | +2.03% | 0.98% | 04/30/2008 | Aggressive Allocation |
3
1194 Funds Rated
|
Exchange VIP FundsManager 85 |
| VIP Money Market (FVVJT, 9045)
7 Day Yield % -0.59 As of 05/20/2013 |
-0.51% | -0.47% | +0.02% | -- | +1.39% | 0.28% | 08/15/2005 | Money Market-Taxable | -- | Exchange VIP Money Market |
| VIP FundsManager 20 (FMPMC, 9192) | +4.04% | +4.47% | -- | -- | +3.16% | 0.63% | 04/30/2008 | Conservative Allocation |
3
2303 Funds Rated
|
Exchange VIP FundsManager 20 |
| VIP FundsManager 50 (FMPNC, 9193) | +7.09% | +6.88% | -- | -- | +3.34% | 0.78% | 04/30/2008 | Moderate Allocation |
4
4335 Funds Rated
|
Exchange VIP FundsManager 50 |
Morningstar data provided by Morningstar, Inc.
© 2012 Morningstar, Inc. All rights reserved. The Morningstar information contained herein; (1) is proprietary to Morningstar and/or its affiliates; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Fidelity does not review the Morningstar data and you should check the fund's current prospectus for the most up-to-date information concerning applicable loads, fees and expenses.
ANNUITY FUND PERFORMANCE:
Performance returns reflect the subaccount inception, the date each portfolio was first available in the insurance company's variable product.
Total returns include changes in share price and reinvestment of dividends and capital gains.
Unless otherwise noted, returns are adjusted for all applicable recurring and non-recurring fees (including redemption fees), loads and charges, if any.
VIP refers to Variable Insurance Products.
Investments in the VIP Money Market Portfolio are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the underlying fund seeks to preserve the value of investments at $1.00 per share, it is possible to lose money in this Portfolio.
Withdrawals of taxable amounts from an annuity are subject to ordinary income tax, and, if taken before age 59 1/2, may be subject to a 10% IRS penalty.