Indiana University and Purdue University at Indianapolis 457b plan
Investment Model Portfolios

Investment options of Indiana University and Purdue University at Indianapolis 457b plan

Total Available Funds: 197
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FBGKX Fidelity Blue Chip Growth K
LARGE VALUE FBCVX Fidelity Blue Chip Value
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE BLEND FDEKX Fidelity Disciplined Equity K
LARGE BLEND FDGKX Fidelity Dividend Growth K
LARGE VALUE FETKX Fidelity Equity Dividend Income K
LARGE VALUE FEIKX Fidelity Equity-Income K
LARGE GROWTH FEXKX Fidelity Export & Multinational K
LARGE GROWTH FFTYX Fidelity Fifty
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE GROWTH FFDKX Fidelity K
LARGE BLEND FGIKX Fidelity Growth & Income K
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE GROWTH FGDKX Fidelity Growth Discovery K
LARGE GROWTH FDFKX Fidelity Independence K
LARGE BLEND FLCSX Fidelity Large Cap Stock
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index
LARGE GROWTH FMGKX Fidelity Magellan K
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
LARGE GROWTH FMILX Fidelity New Millennium
LARGE GROWTH FOCKX Fidelity OTC K
LARGE GROWTH FSSKX Fidelity Stock Selector All Cap K
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val
LARGE GROWTH FTRNX Fidelity Trend
LARGE BLEND FVDKX Fidelity Value Discovery K
LARGE BLEND FLAUX Fidelity Strat Advs Cor Multi-Mgr
LARGE GROWTH FMELX Fidelity Strat Advs Gr Multi-Mgr
LARGE VALUE FKMOX Fidelity Strat Advs Val Multi-Mgr
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
Mid-Cap Growth FAGKX Fidelity Growth Strategies K
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp
MID-CAP VALUE FVLKX Fidelity Value K
MID-CAP BLEND FVSKX Fidelity Value Strategies K
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
MID-CAP BLEND FSCKX Fidelity Spartan Mid Cap Idx Advtg
SMALL BLEND FSCRX Fidelity Small Cap Discovery
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
Small Growth FCPGX Fidelity Small Cap Growth
SMALL BLEND FSLCX Fidelity Small Cap Stock
SMALL VALUE FCPVX Fidelity Small Cap Value
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
SMALL BLEND FNAPX Strategic Advisers Sm-Mid Cp Multi-Mgr
SMALL BLEND FSSVX Fidelity Spartan Sm Cp Idx Advtg
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income
Others
Aggressive Allocation FFNOX Fidelity Four-in-One Index
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Industrials FSCGX Fidelity Select Industrial Equipment
Industrials FCYIX Fidelity Select Industrials
Consumer Cyclical FDLSX Fidelity Select Leisure
Consumer Cyclical FSRPX Fidelity Select Retailing
Industrials FSAIX Fidelity Select Air Transportation
Consumer Cyclical FSAVX Fidelity Select Automotive
Natural Resources FSCHX Fidelity Select Chemicals
Consumer Cyclical FSHOX Fidelity Select Construction & Housing
Industrials FSDAX Fidelity Select Defense & Aerospace
Industrials FSLEX Fidelity Select Envir and Alt Energy
Technology FBSOX Fidelity Select IT Services
Industrials FSRFX Fidelity Select Transportation
Natural Resources FFGCX Fidelity Global Cmdty Stk
Financial FSRBX Fidelity Select Banking
Health FBIOX Fidelity Select Biotechnology
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
Technology FSDCX Fidelity Select Communications Equip
Technology FDCPX Fidelity Select Computers
Financial FSVLX Fidelity Select Consumer Finance
Technology FSELX Fidelity Select Electronics
Equity Energy FSENX Fidelity Select Energy
Equity Energy FSESX Fidelity Select Energy Service
Financial FIDSX Fidelity Select Financial Services
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Health FSPHX Fidelity Select Health Care
Financial FSPCX Fidelity Select Insurance
Natural Resources FSDPX Fidelity Select Materials
Health FSMEX Fidelity Select Medical Equip & Systems
Health FSHCX Fidelity Select Medical Delivery
Consumer Cyclical FBMPX Fidelity Select Multimedia
Equity Energy FSNGX Fidelity Select Natural Gas
Equity Energy FNARX Fidelity Select Natural Resources
Health FPHAX Fidelity Select Pharmaceuticals
Technology FSCSX Fidelity Select Software & Comp
Technology FSPTX Fidelity Select Technology
Communications FSTCX Fidelity Select Telecommunications
Utilities FSUTX Fidelity Select Utilities Portfolio
Communications FWRLX Fidelity Select Wireless
Utilities FIUIX Fidelity Telecom and Utilities
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
Moderate Allocation FBAKX Fidelity Balanced K
Convertibles FCVSX Fidelity Convertible Securities
Conservative Allocation FASIX Fidelity Asset Manager 20%
Conservative Allocation FTANX Fidelity Asset Manager 30%
Conservative Allocation FFANX Fidelity Asset Manager 40%
Moderate Allocation FASMX Fidelity Asset Manager 50%
Moderate Allocation FSANX Fidelity Asset Manager 60%
Moderate Allocation FASGX Fidelity Asset Manager 70%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2051+ FDENX Fidelity Freedom K 2055
Retirement Income FFKAX Fidelity Freedom K Income
World Allocation FGBLX Fidelity Global Balanced
World Allocation FDYSX Fidelity Global Strategies
Moderate Allocation FPUKX Fidelity Puritan K
Conservative Allocation FSRRX Fidelity Strategic Real Return
ROOT CASH FID CASH RESRVE
ROOT CASH FID GOVT MMKT
ROOT CASH FID MONEY MARKET
ROOT CASH FID RET GOVT MM
ROOT CASH FID RETIRE MMKT
ROOT CASH FID SEL MONEY MARKET
ROOT CASH FID TREASURY MMKT
ROOT CASH FID TREASURY ONLY MM
ROOT CASH FID US GOVT RES
INTERNATIONAL EQUITY
Miscellaneous Region FICDX Fidelity Canada
Foreign Large Blend FDIKX Fidelity Diversified International K
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
EUROPE STOCK FIEUX Fidelity Europe
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
WORLD STOCK FGILX Fidelity Global Equity Income
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Blend FIDKX Fidelity International Discovery K
Foreign Large Blend FIENX Fidelity International Enhanced Index
Foreign Large Growth FIGFX Fidelity International Growth
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Foreign Large Value FIVLX Fidelity International Value
JAPAN STOCK FJPNX Fidelity Japan
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
Miscellaneous Region FNORX Fidelity Nordic
Foreign Large Blend FOSKX Fidelity Overseas K
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend FTIEX Fidelity Total International Equity
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Foreign Large Blend FMJDX Strategic Advisers Intl Multi-Mgr
Emerging Market
China Region FHKCX Fidelity China Region
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerg Mkts Discv
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS FTEMX Fidelity Total Emerg Mkts
DIVERSIFIED EMERGING MKTS FPMAX Fidelity Spartan EMkts Idx Advtg
DIVERSIFIED EMERGING MKTS FLILX Strategic Advisers Emerg Mkts Fd of Fds
REAL ESTATE
Global Real Estate FIREX Fidelity International Real Estate
REAL ESTATE FRIFX Fidelity Real Estate Income
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FSRVX Fidelity Spartan Real Estate Idx Advtg
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
ULTRASHORT BOND FCONX Fidelity Conservative Income Bond
Intermediate-Term Bond FCBFX Fidelity Corporate Bond
Bank Loan FFRHX Fidelity Floating Rate High Income
High Yield Bond FHIFX Fidelity Focused High Income
High Yield Bond FGHNX Fidelity Global High Income
WORLD BOND FGBFX Fidelity Global Bond
Intermediate Government FGMNX Fidelity GNMA Fund
High Yield Bond SPHIX Fidelity High Income
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
WORLD BOND FINUX Fidelity International Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Emerging Markets Bond FNMIX Fidelity New Markets Income
High Yield Bond FSAHX Fidelity Short Dur Hi Inc
Short-Term Bond FSHBX Fidelity Short-Term Bond
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond
Intermediate Government FGOVX Fidelity Government Income
Intermediate-Term Bond FWHBX Strategic Advisers Core Inc Multi-Mgr
High Yield Bond FSADX Strategic Advisers Inc Opps Fd of Fds
Inflation-Protected Bond FSIYX Fidelity Spartan Infl-Prot Bd Idx Fid Ad
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt
SHORT GOVERNMENT FSBAX Fidelity Spartan S/T Tr Bd Idx Fid Advt
Intermediate-Term Bond FXSTX Spartan U.S. Bond Index Instl
Short-Term Bond FJRLX Fidelity Advisor Limited Term Bond

Investment model portfolios

We provide two types of investment model portfolios for Indiana University and Purdue University at Indianapolis 457b 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 Common Inception
Indiana University and Purdue University at Indianapolis 457b plan Strategic Asset Allocation – Optimal Moderate NA -2.49% 2.59% 1.91% 6.84% 5.34% NA … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% … …
Data as of 10/31/2018, Common starting date 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 Common Inception
Indiana University and Purdue University at Indianapolis 457b plan Tactical Asset Allocation Moderate NA 1.95% 11.22% 9.53% 6.79% 7.66% 8.85% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.14% 20.72% 16.72% 15.31% 10.05% 9.20% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.37% 10.94% 8.77% 7.66% 5.73% 6.39% … …
Data as of 01/31/2022, Common starting date is 12/31/2000

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