University of Illinois Fidelity Mutual Funds Only Investment Model Portfolios

Fidelity Only Mutual Funds University of Illinois Retirement

Investment options of University of Illinois Fidelity Mutual Funds Only

Total Available Funds: 85

Asset Class

Ticker

Description

Others
Convertibles	FCVSX	Fidelity Convertible Securities
Moderate Allocation	FBALX	Fidelity Balanced
Moderate Allocation	FPURX	Fidelity Puritan
World Allocation	FGBLX	Fidelity Global Balanced
World Allocation	FDYSX	Fidelity Global Strategies
Communications	FBMPX	Fidelity Select Multimedia
Communications	FSTCX	Fidelity Select Telecommunications
Communications	FWRLX	Fidelity Select Wireless
Consumer Cyclical	FSCPX	Fidelity Select Consumer Discretionary
Consumer Cyclical	FSRPX	Fidelity Select Retailing
Consumer Defensive	FDFAX	Fidelity Select Consumer Staples
Consumer Defensive	RYCIX	Rydex Consumer Products Inv
Equity Energy	FSENX	Fidelity Select Energy
Equity Energy	FSESX	Fidelity Select Energy Service
EQUITY PRECIOUS METALS	FSAGX	Fidelity Select Gold
Financial	FSRBX	Fidelity Select Banking
Financial	FSVLX	Fidelity Select Consumer Finance
Financial	FSPCX	Fidelity Select Insurance
Health	FBIOX	Fidelity Select Biotechnology
Health	FSPHX	Fidelity Select Health Care
Health	FSHCX	Fidelity Select Medical Delivery
Health	FPHAX	Fidelity Select Pharmaceuticals
Industrials	FSDAX	Fidelity Select Defense & Aerospace
Industrials	FSCGX	Fidelity Select Industrial Equipment
Industrials	FCYIX	Fidelity Select Industrials
Industrials	FSRFX	Fidelity Select Transportation
MISCELLANEOUS SECTOR	FSCHX	Fidelity Select Chemicals
MISCELLANEOUS SECTOR	FSHOX	Fidelity Select Construction & Housing
MISCELLANEOUS SECTOR	FBSOX	Fidelity Select IT Services
Natural Resources	FFGCX	Fidelity Global Cmdty Stk
Natural Resources	FSDPX	Fidelity Select Materials
Natural Resources	FNARX	Fidelity Select Natural Resources
Technology	FDCPX	Fidelity Select Computers
Technology	FSCSX	Fidelity Select Software & Comp
Technology	FSPTX	Fidelity Select Technology
Utilities	FSUTX	Fidelity Select Utilities Portfolio
Utilities	FIUIX	Fidelity Telecom and Utilities

Emerging Market
China Region	FHKCX	Fidelity China Region
DIVERSIFIED EMERGING MKTS	FEMEX	Fidelity EMEA

INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA	FPBFX	Fidelity Pacific Basin
EUROPE STOCK	FIEUX	Fidelity Europe
EUROPE STOCK	FNORX	Fidelity Nordic
Foreign Large Blend	FDIVX	Fidelity Diversified International
Foreign Large Blend	FIGRX	Fidelity International Discovery
Foreign Large Blend	FSIIX	Fidelity Spartan International Index Inv
Foreign Large Growth	FICDX	Fidelity Canada
Foreign Large Growth	FIVFX	Fidelity International Capital Apprec
FOREIGN SMALL/MID GROWTH	FSCOX	Fidelity International Small Cap Opp
JAPAN STOCK	FJPNX	Fidelity Japan
JAPAN STOCK	FJSCX	Fidelity Japan Smaller Companies
PACIFIC/ASIA EX-JAPAN STK	FSEAX	Fidelity Emerging Asia
PACIFIC/ASIA EX-JAPAN STK	MAPTX	Matthews Pacific Tiger Investor
WORLD STOCK	FWWFX	Fidelity Worldwide

REAL ESTATE
REAL ESTATE	FRESX	Fidelity Real Estate Investment

FIXED INCOME
Intermediate Government	FGMNX	Fidelity GNMA Fund
Intermediate Government	FGOVX	Fidelity Government Income
Intermediate Government	FIBIX	Fidelity Spartan Interm Tr Bd Idx Inv
Intermediate-Term Bond	FTHRX	Fidelity Intermediate Bond
Intermediate-Term Bond	FBNDX	Fidelity Investment Grade Bond
Intermediate-Term Bond	FMSFX	Fidelity Mortgage Secs
Intermediate-Term Bond	FTBFX	Fidelity Total Bond
Short-Term Bond	FSHBX	Fidelity Short-Term Bond

US EQUITY
LARGE GROWTH	FDCAX	Fidelity Capital Appreciation
LARGE BLEND	FGRIX	Fidelity Growth & Income
LARGE BLEND	FGRTX	Fidelity Mega Cap Stock
LARGE BLEND	FUSEX	Fidelity Spartan 500 Index Inv
LARGE BLEND	FSTMX	Fidelity Spartan Total Market Index Inv
LARGE GROWTH	FCNTX	Fidelity Contrafund
LARGE GROWTH	FTQGX	Fidelity Focused Stock
LARGE GROWTH	FDSVX	Fidelity Growth Discovery
LARGE GROWTH	FMILX	Fidelity New Millennium
LARGE GROWTH	FTRNX	Fidelity Trend
LARGE VALUE	FEQTX	Fidelity Equity Dividend Income
LARGE VALUE	FEQIX	Fidelity Equity-Income
LARGE VALUE	FSDIX	Fidelity Strategic Dividend & Income
MID-CAP BLEND	FLPSX	Fidelity Low-Priced Stock
MID-CAP BLEND	FSEMX	Fidelity Spartan Extended Mkt Index Inv
MID-CAP BLEND	FSLSX	Fidelity Value Strategies
Mid-Cap Growth	FMCSX	Fidelity Mid-Cap Stock
MID-CAP VALUE	FSMVX	Fidelity Mid Cap Value
MID-CAP VALUE	FDVLX	Fidelity Value
SMALL BLEND	FSCRX	Fidelity Small Cap Discovery
SMALL BLEND	FDSCX	Fidelity Stock Selector Sm Cp
Small Growth	FCPGX	Fidelity Small Cap Growth
SMALL VALUE	FCPVX	Fidelity Small Cap Value

Investment model portfolios

We provide two types of investment model portfolios for University of Illinois Fidelity Mutual Funds Only participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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