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My Fidelity etf Plan
Investment Model Portfolios

Investment options of My Fidelity etf Plan

Total Available Funds: 65
Asset Class Ticker Description
FIXED INCOME
Inflation-Protected Bond STIP iShares Barclays 0-5 Year TIPS Bond
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Intermediate Government AGZ iShares Barclays Agency Bond
Intermediate Government GNMA iShares Barclays GNMA Bond
Intermediate-Term Bond GVI iShares Barclays Interm Govt/Credit Bond
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
Intermediate Government GOVT iShares Barclays U.S. Treasury Bond
Intermediate-Term Bond ISTB iShares Core Short-Term US Bond ETF
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Emerging Markets Bond LEMB iShares Emerging Markets Local Cur Bond
Short-Term Bond FLOT iShares Floating Rate Note
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
WORLD BOND ITIP iShares Intnl Inflation-Linked Bond Fund
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
Muni California Long CMF iShares S&P CA AMT-Free Municipal Bd
Muni National Long MUB iShares S&P National AMT-Free Muni Bd
Muni New York Long NYF iShares S&P NY AMT-Free Municipal Bd
Muni National Short SUB iShares S&P S/T Natnl AMT-Free Muni Bd
WORLD BOND ISHG iShares S&P/Citi 1-3 Yr Intl Treasury Bd
WORLD BOND IGOV iShares S&P/Citi Intl Treasury Bond
Long-Term Bond ILTB iShares Core Long-Term US Bond ETF
INTERNATIONAL EQUITY
Foreign Large Blend IEFA iShares Core MSCI EAFE ETF
Foreign Large Blend IXUS iShares Core MSCI Total Intl Stk ETF
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
WORLD STOCK ACWI iShares MSCI ACWI Index
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx
Foreign Large Value EFAV iShares MSCI EAFE Min Volatility
Foreign Small/Mid Blend SCZ iShares MSCI EAFE Small Cap Index
JAPAN STOCK EWJ iShares MSCI Japan Index
EUROPE STOCK IEV iShares S&P Europe 350 Index
Emerging Market
DIVERSIFIED EMERGING MKTS IEMG iShares Core MSCI Emerging Markets ETF
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
China Region MCHI iShares MSCI China Index
DIVERSIFIED EMERGING MKTS EEME iShares MSCI Emerging Markets EMEA
DIVERSIFIED EMERGING MKTS EEMV iShares MSCI Emerging Mkt Min Vol Index
DIVERSIFIED EMERGING MKTS EEMS iShares MSCI Emg Mkts Small Cap
India Equity INDY iShares S&P India Nifty 50 Index
Latin America Stock ILF iShares S&P Latin America 40 Index
DIVERSIFIED EMERGING MKTS FM iShares MSCI Frontier 100 Index
US EQUITY
LARGE BLEND IVV iShares S&P 500 Index
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
SMALL BLEND IJR iShares S&P SmallCap 600 Index
LARGE BLEND ITOT iShares Core S&P Total US Stock Mkt ETF
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index
LARGE VALUE USMV iShares MSCI USA Min Volatility
SMALL BLEND IWC iShares Russell Microcap Index
LARGE BLEND OEF iShares S&P 100 Index
LARGE GROWTH IVW iShares S&P 500 Growth Index
LARGE VALUE IVE iShares S&P 500 Value Index
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
Small Growth IJT iShares S&P SmallCap 600 Growth
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
Others
Natural Resources VEGI iShares MSCI Global Agriculture Prod
EQUITY PRECIOUS METALS RING iShares MSCI Global Gold Miners
Natural Resources PICK iShares MSCI Gbl Sel Metals & Mining Prd
EQUITY PRECIOUS METALS SLVP iShares MSCI Global Silver Miners
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index

Investment model portfolios

We provide two types of investment model portfolios for My Fidelity etf 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.

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 Inception
My Fidelity etf Plan Strategic Asset Allocation - Optimal Moderate NA 19.90% 4.03% 4.54% 4.18% 5.40% 4.87% 4.89%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception 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 Inception
My Fidelity etf Plan Tactical Asset Allocation Moderate NA 25.82% 1.85% 3.21% 2.04% 3.37% 3.83% 4.27%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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