Legislation Details

File #: 95239    Version: 1 Name: Finalization of lineup changes - Fidelity
Type: Miscellaneous Status: Items Referred
File created: 10/13/2026 In control: DEFERRED COMPENSATION COMMITTEE
On agenda: Final action:
Enactment date: Enactment #:
Title: Finalization of lineup changes - Fidelity

Title

Finalization of lineup changes - Fidelity

Body

The Capital Group has proposed the following lineup changes:

 

1. Replace Templeton Global Bond with Dodge & Cox Global Bond.

 

2. Replace Vanguard International Value with DFA International Value.

 

3. Decide a course of action with regard to Calvert Equity, with three possible options:

A.                     Replace Calvert Equity with JPMorgan Large Cap Growth.

B.                     Replace Calvert Equity with Parnassus Core Equity.

C.                     Temporarily close Calvert Equity to new investments, with a specified date for further review.