Belle Meade Animal Hospital Simple IRA
Investment Model Portfolios

Investment options of Belle Meade Animal Hospital Simple IRA

Total Available Funds: 111
Asset Class Ticker Description
US EQUITY
LARGE BLEND FORTX Fidelity Advisor 130/30 Large Cap Fund – Class T
LARGE GROWTH FDTZX Fidelity Advisor Capital Development Fund – Class T
LARGE BLEND FDTEX Fidelity Advisor Diversified Stock Fund – Class T
LARGE BLEND FDGTX Fidelity Advisor Dividend Growth Fund – Class T
LARGE GROWTH FAEGX Fidelity Advisor Equity Growth Fund – Class T
LARGE VALUE FEIRX Fidelity Advisor Equity Income Fund – Class T
LARGE BLEND FAVTX Fidelity Advisor Equity Value Fund – Class T
LARGE BLEND FGITX Fidelity Advisor Growth & Income Fund – Class T
LARGE GROWTH FAGOX Fidelity Advisor Growth Opportunities Fund – Class T
LARGE BLEND FALGX Fidelity Advisor Large Cap Fund – Class T
LARGE GROWTH FLNTX Fidelity Advisor Large Cap Growth – Class T
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Company Stock Fund – Class T
LARGE BLEND FTGRX Fidelity Advisor Mega Cap Stock Fund – Class T
Mid-Cap Growth FITIX Fidelity Advisor Mid Cap II Fund – Class T
MID-CAP VALUE FMPTX Fidelity Advisor Mid Cap Value Fund – Class T
LARGE GROWTH FNITX Fidelity Advisor New Insights Fund – Class T
SMALL BLEND FSCTX Fidelity Advisor Small Cap Fund – Class T
Small Growth FCTGX Fidelity Advisor Small Cap Growth Fund – Class T
SMALL VALUE FCVTX Fidelity Advisor Small Cap Value Fund – Class T
LARGE GROWTH FRGTX Fidelity Advisor Stock Selector All Cap Fund – Class T
LARGE VALUE FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund – Class T
Mid-Cap Growth FMCAX Fidelity Advisor Stock Selector Mid Cap Fund – Class T
SMALL BLEND FCDTX Fidelity Advisor Stock Selector Small Cap Fund – Class T
LARGE VALUE FTSDX Fidelity Advisor Strategic Dividend & Income Fund – Class T
LARGE GROWTH FTQTX Fidelity Advisor Strategic Growth Fund – Class T
LARGE BLEND FTXTX Fidelity Advisor Tax Managed Stock Fund – Class T
MID-CAP VALUE FTVFX Fidelity Advisor Value Fund – Class T
LARGE VALUE FVLTX Fidelity Advisor Value Leaders Fund – Class T
MID-CAP BLEND FASPX Fidelity Advisor Value Strategies Fund – Class T
Others
Conservative Allocation FTDWX Fidelity Advisor Asset Manager 20% – Class T
Conservative Allocation FTTNX Fidelity Advisor Asset Manager 30% – Class T
Conservative Allocation FFNTX Fidelity Advisor Asset Manager 40% – Class T
Moderate Allocation FFTMX Fidelity Advisor Asset Manager 50% – Class T
Moderate Allocation FSATX Fidelity Advisor Asset Manager 60% – Class T
Moderate Allocation FTASX Fidelity Advisor Asset Manager 70% – Class T
Aggressive Allocation FEYTX Fidelity Advisor Asset Manager 85% – Class T
Health FBTTX Fidelity Advisor Biotechnology Fund – Class T
Communications FDMTX Fidelity Advisor Communications Equipment Fund – Class T
Consumer Cyclical FACPX Fidelity Advisor Consumer Discretionary Fund – Class T
Consumer Defensive FDTGX Fidelity Advisor Consumer Staples Fund – Class T
Convertibles FTCVX Fidelity Advisor Convertible Securities Fund – Class T
Technology FELTX Fidelity Advisor Electronics Fund – Class T
Equity Energy FAGNX Fidelity Advisor Energy Fund – Class T
Financial FAFSX Fidelity Advisor Financial Services Fund – Class T
Target Date 2000-2010 FFTVX Fidelity Advisor Freedom 2005 Fund – Class T
Target Date 2000-2010 FCFTX Fidelity Advisor Freedom 2010 Fund – Class T
Target Date 2011-2015 FFVTX Fidelity Advisor Freedom 2015 Fund – Class T
Target Date 2016-2020 FDTFX Fidelity Advisor Freedom 2020 Fund – Class T
Target Date 2021-2025 FTTWX Fidelity Advisor Freedom 2025 Fund – Class T
Target Date 2026-2030 FTFEX Fidelity Advisor Freedom 2030 Fund – Class T
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 Fund – Class T
Target Date 2036-2040 FTFFX Fidelity Advisor Freedom 2040 Fund – Class T
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 Fund – Class T
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 Fund – Class T
Target Date 2051+ FHFTX Fidelity Advisor Freedom 2055 Fund – Class T
Natural Resources FFGTX Fidelity Advisor Global Commodity Stock Fund – Class T
EQUITY PRECIOUS METALS FGDTX Fidelity Advisor Gold Fund – Class T
Health FACTX Fidelity Advisor Health Care Fund – Class T
Industrials FCLTX Fidelity Advisor Industrials Fund – Class T
Natural Resources FMFTX Fidelity Advisor Materials Fund – Class T
Conservative Allocation FSRTX Fidelity Advisor Strategic Real Return Fund – Class T
Technology FATEX Fidelity Advisor Technology Fund – Class T
Communications FTUTX ,Fidelity Advisor Telecommunications Fund – Class T
Utilities FAUFX Fidelity Advisor Utilities Fund – Class T
FIXED INCOME
Muni California Long FCMTX Fidelity Advisor California Municipal Income Fund – Class T
Intermediate-Term Bond FCBTX Fidelity Advisor Corporate Bond Fund – Class T
Emerging Markets Bond FAEMX Fidelity Advisor Emerging Markets Income Fund – Class T
Bank Loan FFRTX Fidelity Advisor Floating Rate High Income Fund – Class T
WORLD BOND FGBWX Fidelity Advisor Global Bond Fund – Class T
High Yield Bond FGHTX Fidelity Advisor Global High Income Fund – Class T
Intermediate Government FVITX Fidelity Advisor Government Income Fund – Class T
High Yield Bond FAHYX Fidelity Advisor High Income Advantage Fund – Class T
High Yield Bond FHITX Fidelity Advisor High Income Fund – Class T
Inflation-Protected Bond FIPTX Fidelity Advisor Inflation Protected Bond Fund – Class T
Intermediate-Term Bond FTBRX Fidelity Advisor Intermediate Bond Fund – Class T
Muni National Interm FZITX Fidelity Advisor Intermediate Municipal Income Fund – Class T
WORLD BOND FINTX Fidelity Advisor International Bond Fund – Class T
Intermediate-Term Bond FGBTX Fidelity Advisor Investment Grade Bond Fund – Class T
Intermediate-Term Bond FMSAX Fidelity Advisor Mortgage Securities Fund – Class T
Muni National Long FAHIX Fidelity Advisor Municipal Income Fund – Class T
Muni New York Long FNYPX Fidelity Advisor New York Municipal Income Fund – Class T
Short-Term Bond FASFX Fidelity Advisor Short Fixed Income Fund – Class T
Muni National Short FTSHX Fidelity Advisor Short-Intermediate Municipal Income Fund – Class T
Multisector Bond FSIAX Fidelity Advisor Strategic Income Fund – Class T
Intermediate-Term Bond FEPTX Fidelity Advisor Total Bond Fund – Class T
ULTRASHORT BOND FTUSX Fidelity Advisor Ultra-Short Bond Fund – Class T
INTERNATIONAL EQUITY
Foreign Large Growth FTCNX Fidelity Advisor Canada Fund – Class T
Foreign Large Blend FADIX Fidelity Advisor Diversified International Fund – Class T
PACIFIC/ASIA EX-JAPAN STK FEATX Fidelity Advisor Emerging Asia Fund – Class T
EUROPE STOCK FAECX Fidelity Advisor Europe Capital Appreciation Fund – Class T
WORLD STOCK FGETX Fidelity Advisor Global Capital Appreciation Fund – Class T
WORLD STOCK FGABX Fidelity Advisor Global Equity Income Fund – Class T
Foreign Large Growth FIATX Fidelity Advisor International Capital Appreciation Fund – Class T
Foreign Large Blend FTADX Fidelity Advisor International Discovery Fund – Class T
Foreign Large Growth FITGX Fidelity Advisor International Growth Fund – Class T
FOREIGN SMALL/MID GROWTH FTISX Fidelity Advisor International Small Cap Fund – Class T
FOREIGN SMALL/MID GROWTH FOPTX Fidelity Advisor International Small Cap Opportunities Fund – Class T
Foreign Large Value FIVPX Fidelity Advisor International Value Fund – Class T
JAPAN STOCK FJPTX Fidelity Advisor Japan Fund – Class T
Foreign Large Blend FAERX Fidelity Advisor Overseas Fund – Class T
Foreign Large Blend FTTEX Fidelity Advisor Total International Equity Fund – Class T
WORLD STOCK FWTFX Fidelity Advisor Worldwide Fund – Class T
Emerging Market
China Region FHKTX Fidelity Advisor China Region Fund – Class T
DIVERSIFIED EMERGING MKTS FEMTX Fidelity Advisor Emerging Europe Middle East Africa (EMEA) Fund – Class T
DIVERSIFIED EMERGING MKTS FEDTX Fidelity Advisor Emerging Markets Discovery Fund – Class T
DIVERSIFIED EMERGING MKTS FTMKX Fidelity Advisor Emerging Markets Fund – Class T
Latin America Stock FLFTX Fidelity Advisor Latin America Fund – Class T
DIVERSIFIED EMERGING MKTS FTEHX Fidelity Advisor Total Emerging Markets Fund – Class T
REAL ESTATE
Global Real Estate FIRTX Fidelity Advisor International Real Estate Fund – Class T
REAL ESTATE FHETX Fidelity Advisor Real Estate Fund – Class T
REAL ESTATE FRIQX Fidelity Advisor Real Estate Income Fund – Class T

Investment model portfolios

We provide two types of investment model portfolios for Belle Meade Animal Hospital Simple IRA 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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Belle Meade Animal Hospital Simple IRA Strategic Asset Allocation – Optimal Moderate NA -6.51% 2.32% 1.86% 6.83% 5.35% NA … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% … …
Data as of 10/31/2018, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Belle Meade Animal Hospital Simple IRA Tactical Asset Allocation Moderate NA 5.13% 9.81% 8.67% 6.35% 7.75% 9.22% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.14% 20.72% 16.72% 15.31% 10.05% 9.20% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.37% 10.94% 8.77% 7.66% 5.73% 6.39% … …
Data as of 01/31/2022, Common starting date is 12/31/2000

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