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SAINT FRANCIS HEALTH SYSTEM INC. 401K SAVINGS PLAN
Investment Model Portfolios

Investment options of SAINT FRANCIS HEALTH SYSTEM INC. 401K SAVINGS PLAN

Total Available Funds: 18
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Salem Street Trust: Fidelity Investment Grade Bond Fund
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
Short-Term Bond SSTBX Wells Fargo Funds Trust: Wells Fargo Advantage Short-Term Bond Fund; Investor Class Shares
US EQUITY
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE BLEND FGRIX Fidelity Securities Fund: Fidelity Growth & Income Portfolio
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
LARGE BLEND SLADX Selected American Shares
Mid-Cap Growth BARAX Baron Investment Funds Trust: Baron Asset Fund; Retail Shares
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
LARGE BLEND DSEFX Domini Social Investment Trust: Domini Social Equity Fund; Investor Shares
Others
Technology FSCSX Fidelity Select Portfolios: Software & Computer Services Portfolio
Industrials FSAIX Fidelity Select Portfolios: Air Transportation Portfolio
Target Date 2026-2030 PRRTX Putnam RetirementReady Funds: Putnam RetirementReady 2030 Fund; Class Y Shares
INTERNATIONAL EQUITY
WORLD STOCK TEMWX Templeton Funds

Investment model portfolios

We provide two types of investment model portfolios for SAINT FRANCIS HEALTH SYSTEM INC. 401K SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.