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Blue Cross And Blue Shield Of Kansas City Tax Favored Savings Program
Investment Model Portfolios

Investment options of Blue Cross And Blue Shield Of Kansas City Tax Favored Savings Program

Total Available Funds: 17
Asset Class Ticker Description
US EQUITY
Small Growth STSIX American Beacon Stephens Sm Cp Gr Instl
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
Mid-Cap Growth TMDIX TimesSquare Mid Cap Growth Instl
SMALL BLEND WFSVX Wells Fargo Advantage Small Cp Val Instl
Small Growth PSIGX Perimeter Small Cap Growth I
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl
Intermediate-Term Bond DODIX Dodge & Cox Income
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
Others
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
ROOT FRTXX FID RETIRE MMKT
Moderate Allocation OAKBX Oakmark Equity & Income I

Investment model portfolios

We provide two types of investment model portfolios for Blue Cross And Blue Shield Of Kansas City Tax Favored Savings Program 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.