Methodist Health System 403(b) Plan
Investment Model Portfolios
Investment options of Methodist Health System 403(b) Plan
Total Available Funds: 154
Asset Class |
Ticker
| Description |
FIXED INCOME |
|
|
LONG GOVERNMENT |
PLGBX |
PIMCO Long-Term US Government Admin |
Intermediate-Term Bond |
NCRIX |
Neuberger Berman Core Bond Inv |
Intermediate Government |
FGMNX |
Fidelity GNMA Fund |
Intermediate-Term Bond |
MGFIX |
Managers Bond |
Intermediate Government |
STVSX |
Wells Fargo Advantage Government Sec Inv |
Intermediate Government |
FGOVX |
Fidelity Government Income |
WORLD BOND |
PADMX |
PIMCO Global Bond (Unhedged) Admin |
Inflation-Protected Bond |
FINPX |
Fidelity Inflation-Protected Bond |
Intermediate-Term Bond |
FBNDX |
Fidelity Investment Grade Bond |
Intermediate-Term Bond |
PTRAX |
PIMCO Total Return Admin |
Intermediate-Term Bond |
FSITX |
Fidelity Spartan US Bond Idx Advtg |
WORLD BOND |
CGFIX |
Aberdeen Global Fixed Income Instl Svc |
Intermediate-Term Bond |
JADFX |
Janus Flexible Bond S |
High Yield Bond |
PHYAX |
PIMCO High Yield Admin |
Intermediate-Term Bond |
FTHRX |
Fidelity Intermediate Bond |
Emerging Markets Bond |
FNMIX |
Fidelity New Markets Income |
Multisector Bond |
FSICX |
Fidelity Strategic Income |
High Yield Bond |
FAGIX |
Fidelity Capital & Income |
High Yield Bond |
SPHIX |
Fidelity High Income |
|
INTERNATIONAL EQUITY |
|
|
JAPAN STOCK |
FJSCX |
Fidelity Japan Smaller Companies |
WORLD STOCK |
FWWFX |
Fidelity Worldwide |
Foreign Large Blend |
FDIKX |
Fidelity Diversified International K |
Foreign Large Blend |
REREX |
American Funds EuroPacific Gr R4 |
Foreign Large Growth |
FIVFX |
Fidelity International Capital Apprec |
EUROPE STOCK |
FNORX |
Fidelity Nordic |
Foreign Large Growth |
FICDX |
Fidelity Canada |
WORLD STOCK |
RWIEX |
American Funds Capital World G/I R4 |
JAPAN STOCK |
FJPNX |
Fidelity Japan |
Foreign Large Blend |
FIDKX |
Fidelity International Discovery K |
Foreign Large Growth |
JIGRX |
Janus Overseas S |
EUROPE STOCK |
FIEUX |
Fidelity Europe |
Foreign Large Blend |
FSIVX |
Fidelity Spartan Intl Idx Advtg |
PACIFIC/ASIA EX-JAPAN STK |
FSEAX |
Fidelity Emerging Asia |
EUROPE STOCK |
FECAX |
Fidelity Europe Capital Appreciation |
|
US EQUITY |
|
|
LARGE GROWTH |
JGORX |
Janus S |
LARGE BLEND |
FLCSX |
Fidelity Large Cap Stock |
LARGE GROWTH |
FDFKX |
Fidelity Independence K |
LARGE BLEND |
FFDKX |
Fidelity K |
LARGE BLEND |
FGRTX |
Fidelity Mega Cap Stock |
MID-CAP VALUE |
FPPTX |
FPA Capital |
MID-CAP BLEND |
FLCKX |
Fidelity Leveraged Company Stock K |
SMALL VALUE |
NSVAX |
Columbia Small Cap Value II Z |
LARGE GROWTH |
JARTX |
Janus Forty S |
Mid-Cap Growth |
JGRTX |
Janus Enterprise S |
LARGE VALUE |
UMBIX |
Columbia Value & Restructuring Z |
SMALL BLEND |
HDPSX |
Hodges Small Cap |
Mid-Cap Growth |
BARAX |
Baron Asset Retail |
MID-CAP BLEND |
FSEVX |
Fidelity Spartan Extnd Mkt Idx Advtg |
MID-CAP VALUE |
JMCVX |
Perkins Mid Cap Value T |
SMALL VALUE |
HNVIX |
Heartland Value Plus Inst |
Small Growth |
PRNHX |
T. Rowe Price New Horizons |
MID-CAP BLEND |
FSLCX |
Fidelity Small Cap Stock |
Mid-Cap Growth |
FKMCX |
Fidelity Mid-Cap Stock K |
MID-CAP VALUE |
FMIVX |
Virtus Mid-Cap Value A |
LARGE GROWTH |
FTQGX |
Fidelity Focused Stock |
LARGE GROWTH |
FCNKX |
Fidelity Contrafund K |
LARGE GROWTH |
FGCKX |
Fidelity Growth Company K |
LARGE GROWTH |
FEXKX |
Fidelity Export & Multinational K |
LARGE GROWTH |
FBGKX |
Fidelity Blue Chip Growth K |
Mid-Cap Growth |
BGRFX |
Baron Growth Retail |
LARGE GROWTH |
NBSTX |
Neuberger Berman Socially Resp Tr |
Mid-Cap Growth |
STCSX |
Wells Fargo Advantage Common Stock Inv |
Small Growth |
RYVPX |
Royce Value Plus Svc |
Mid-Cap Growth |
NBGEX |
Neuberger Berman Genesis Tr |
Mid-Cap Growth |
MPEGX |
Morgan Stanley Inst Mid Cap Growth I |
LARGE GROWTH |
FOCKX |
Fidelity OTC K |
LARGE GROWTH |
FTRNX |
Fidelity Trend |
Mid-Cap Growth |
MCMYX |
Managers Cadence Mid Cap Admin |
LARGE BLEND |
FSTVX |
Fidelity Spartan Total Mkt Idx Advtg |
LARGE VALUE |
ACSTX |
Invesco Van Kampen Comstock A |
MID-CAP BLEND |
FLPKX |
Fidelity Low-Priced Stock K |
SMALL VALUE |
AVPAX |
American Beacon Small Cp Val Inv |
SMALL BLEND |
FDSCX |
Fidelity Stock Selector Sm Cp |
MID-CAP BLEND |
CAAPX |
Ariel Appreciation Investor |
LARGE VALUE |
FEIKX |
Fidelity Equity-Income K |
LARGE VALUE |
MADVX |
BlackRock Equity Dividend Instl |
MID-CAP BLEND |
SOPFX |
Wells Fargo Advantage Opportunity Inv |
MID-CAP VALUE |
FVLKX |
Fidelity Value K |
LARGE GROWTH |
FGDKX |
Fidelity Growth Discovery K |
LARGE GROWTH |
FCAKX |
Fidelity Capital Appreciation K |
Small Growth |
MSSMX |
Morgan Stanley Inst Small Company Gr P |
LARGE VALUE |
DODGX |
Dodge & Cox Stock |
LARGE BLEND |
FXSIX |
Fidelity Spartan 500 Index Institutional |
|
Others |
|
|
Financial |
FSVLX |
Fidelity Select Consumer Finance |
Target Date 2046-2050 |
FFKHX |
Fidelity Freedom K 2050 |
Target Date 2011-2015 |
FKVFX |
Fidelity Freedom K 2015 |
Target Date 2021-2025 |
FKTWX |
Fidelity Freedom K 2025 |
MISCELLANEOUS SECTOR |
FSHOX |
Fidelity Select Construction & Housing |
Moderate Allocation |
DODBX |
Dodge & Cox Balanced |
Equity Energy |
FSENX |
Fidelity Select Energy |
Target Date 2031-2035 |
FKTHX |
Fidelity Freedom K 2035 |
Communications |
FWRLX |
Fidelity Select Wireless |
Health |
FBIOX |
Fidelity Select Biotechnology |
MISCELLANEOUS SECTOR |
FSAVX |
Fidelity Select Automotive |
Financial |
FSLBX |
Fidelity Select Brokerage & Invmt Mgmt |
Moderate Allocation |
FASGX |
Fidelity Asset Manager 70% |
ROOT |
- |
PRINCIPAL FIXED ACCT |
Consumer Cyclical |
FDLSX |
Fidelity Select Leisure |
Communications |
FBMPX |
Fidelity Select Multimedia |
Target Date 2036-2040 |
FFKFX |
Fidelity Freedom K 2040 |
Technology |
FSELX |
Fidelity Select Electronics |
Utilities |
FIUIX |
Fidelity Telecom and Utilities |
Moderate Allocation |
FASMX |
Fidelity Asset Manager 50% |
Financial |
FIDSX |
Fidelity Select Financial Services |
Financial |
FSRBX |
Fidelity Select Banking |
Technology |
FSPTX |
Fidelity Select Technology |
Communications |
FSTCX |
Fidelity Select Telecommunications |
Technology |
FDCPX |
Fidelity Select Computers |
Target Date 2041-2045 |
FFKGX |
Fidelity Freedom K 2045 |
Moderate Allocation |
FBAKX |
Fidelity Balanced K |
Target Date 2000-2010 |
FFKVX |
Fidelity Freedom K 2005 |
Financial |
FSPCX |
Fidelity Select Insurance |
Target Date 2016-2020 |
FFKDX |
Fidelity Freedom K 2020 |
Utilities |
FSUTX |
Fidelity Select Utilities Portfolio |
Industrials |
FSAIX |
Fidelity Select Air Transportation |
Aggressive Allocation |
FAMRX |
Fidelity Asset Manager 85% |
Industrials |
FCYIX |
Fidelity Select Industrials |
Health |
FSHCX |
Fidelity Select Medical Delivery |
Equity Energy |
FSESX |
Fidelity Select Energy Service |
Target Date 2000-2010 |
FFKCX |
Fidelity Freedom K 2010 |
Target Date 2026-2030 |
FFKEX |
Fidelity Freedom K 2030 |
Technology |
FSCSX |
Fidelity Select Software & Comp |
Consumer Cyclical |
FSRPX |
Fidelity Select Retailing |
Moderate Allocation |
FPUKX |
Fidelity Puritan K |
Moderate Allocation |
JABRX |
Janus Balanced S |
Communications |
FSDCX |
Fidelity Select Communications Equip |
Target Date 2050+ |
FDENX |
Fidelity Freedom K 2055 |
Health |
FSMEX |
Fidelity Select Medical Equip & Systems |
MISCELLANEOUS SECTOR |
FSLEX |
Fidelity Select Envir and Alt Energy |
Industrials |
FSCGX |
Fidelity Select Industrial Equipment |
EQUITY PRECIOUS METALS |
FSAGX |
Fidelity Select Gold |
World Allocation |
FGBLX |
Fidelity Global Balanced |
MISCELLANEOUS SECTOR |
FBSOX |
Fidelity Select IT Services |
Consumer Cyclical |
FSCPX |
Fidelity Select Consumer Discretionary |
Health |
FSPHX |
Fidelity Select Health Care |
Conservative Allocation |
FASIX |
Fidelity Asset Manager 20% |
Retirement Income |
FFKAX |
Fidelity Freedom K Income |
Health |
FPHAX |
Fidelity Select Pharmaceuticals |
MISCELLANEOUS SECTOR |
FSCHX |
Fidelity Select Chemicals |
Industrials |
FSRFX |
Fidelity Select Transportation |
Natural Resources |
FNARX |
Fidelity Select Natural Resources |
Convertibles |
FCVSX |
Fidelity Convertible Securities |
Equity Energy |
FSNGX |
Fidelity Select Natural Gas |
Aggressive Allocation |
FFNOX |
Fidelity Four-in-One Index |
Consumer Defensive |
FDFAX |
Fidelity Select Consumer Staples |
Industrials |
FSDAX |
Fidelity Select Defense & Aerospace |
Natural Resources |
FSDPX |
Fidelity Select Materials |
Target Date 2000-2010 |
FFKBX |
Fidelity Freedom K 2000 |
|
Emerging Market |
|
|
Latin America Stock |
FLATX |
Fidelity Latin America |
China Region |
FHKCX |
Fidelity China Region |
DIVERSIFIED EMERGING MKTS |
FKEMX |
Fidelity Emerging Markets K |
DIVERSIFIED EMERGING MKTS |
LZEMX |
Lazard Emerging Markets Equity Instl |
DIVERSIFIED EMERGING MKTS |
MMKBX |
Morgan Stanley Inst Emerging Mkts P |
|
REAL ESTATE |
|
|
REAL ESTATE |
FRESX |
Fidelity Real Estate Investment |
|
Investment model portfolios
We provide two types of investment model portfolios for Methodist Health System 403(b) Plan 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.