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CAMC HEALTH SYSTEM BASIC RETIREMENT PLAN
Investment Model Portfolios

Investment options of CAMC HEALTH SYSTEM BASIC RETIREMENT PLAN

Total Available Funds: 9
Asset Class Ticker Description
Others
Moderate Allocation FSAAX Fidelity Charles Street Trust: Fidelity Advisor Asset Manager 60%; Class A Shares
Natural Resources FFGCX Fidelity Investment Trust: Fidelity Global Commodity Stock Fund
Conservative Allocation FTANX Fidelity Charles Street Trust: Fidelity Asset Manager 30%
US EQUITY
SMALL BLEND FCPEX Fidelity Commonwealth Trust II: Fidelity Small Cap Enhanced Index Fund
MID-CAP BLEND FMEIX Fidelity Commonwealth Trust II: Fidelity Mid Cap Enhanced Index Fund
LARGE GROWTH FLGEX Fidelity Commonwealth Trust II: Fidelity Large Cap Growth Enhanced Index Fund
Emerging Market
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Investment Trust: Fidelity Emerging Europe
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity Investment Trust: Fidelity International Growth Fund
Foreign Large Blend FTIEX Fidelity Investment Trust: Fidelity Total International Equity Fund

Investment model portfolios

We provide two types of investment model portfolios for CAMC HEALTH SYSTEM BASIC RETIREMENT 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.