Pool Performance

Investment Pools

Asset Allocation

Index & Single
Asset Class

Impact Investing

Charitable Legacy

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Impact Investing Pool

Total Returns as of 2/28/2017

Impact Investing Cumulative Average Annual
3 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Pool 6.96% 5.04% 25.21% N/A1 N/A1 N/A1
Underlying Fund:
TIAA-CREF Social Choice Equity Fund
7.07% 5.15% 25.93% 8.61% 12.84% 7.23%
Benchmark: Russell 3000 Index 7.73% 5.67% 26.29% 9.92% 13.85% 7.64%

Exp Ratio (Gross)

0.19%

Exp Ratio (Net)

0.19%

1 Pool created 07/01/2015, therefore historic performance is not available for earlier periods. Pool is 100% invested in the underlying mutual fund displayed beneath the pool. Pool results will include a Fidelity Charitable annual administrative fee as described in the Program Circular, and will therefore differ from the results of the underlying mutual fund.

The gross expense ratio displayed is publicly available information as of 2/28/2017 and reflects the underlying mutual fund investment(s) of the pool's total annual fund or class operating expenses (before waivers or reimbursements) paid by the fund and stated as a percent of the fund's total net assets. The mutual fund data has been drawn from the most recent prospectus. The gross expense ratio does not include the Fidelity Charitable annual administrative fee as described in the Program Circular.

The net expense ratio displayed is publicly available information as of 2/28/2017 and reflects the underlying mutual fund investment(s) of the pool's total annual operating expense from the fund's most recent prospectus after any fee waiver and/or expense reimbursements that will reduce any fund operating expenses for no less than one year from the effective date of the fund's registration statement. This number does not include any fee waiver arrangement or expense reimbursement that may be terminated without agreement of the fund's board of trustees during the one-year period, unless other wise noted. The net expense ratio does not include the Fidelity Charitable annual administrative fee as described in the Program Circular.

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.

Performance information for benchmarks reflect the benchmark in effect during the stated period. Benchmarks may have changed during the life of the pools. Current benchmark detail follows. View historical benchmark details.

N/A appears for the benchmarks for which there is no applicable comparison for the time period stated.

Benchmarks are not adjusted for fees.

You cannot invest directly in an index/benchmark.

Average annual returns are calculated as a steady compounded rate of return over the period of time indicated.

Pool holdings are subject to change.

Important Performance & Legal Information