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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

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.

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