Fidelity Fund Picks Fidelity Funds Only
Investment Model Portfolios

This plan consists of Fidelity funds that are in Fidelity Fund Picks. They are no load and no transaction fee funds. Per Fidelity, all Fidelity funds can be exchanged after a minimum 30 days holding period. Thus all of the funds have R=1 (R is the minimum holding month parameter, 1 month is 30 days). 

This list also includes several sector funds including Consumer Defensive and Utilities. 

Investment options of Fidelity Fund Picks Fidelity Funds Only

Total Available Funds: 58
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE GROWTH FMILX Fidelity New Millennium
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
LARGE BLEND FLCSX Fidelity Large Cap Stock
Small Growth FCPGX Fidelity Small Cap Growth
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
LARGE BLEND FGRIX Fidelity Growth & Income
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp
MID-CAP VALUE FDVLX Fidelity Value
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE BLEND FVDFX Fidelity Value Discovery
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
MID-CAP BLEND FSLSX Fidelity Value Strategies
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Utilities FSUTX Fidelity Select Utilities Portfolio
Utilities FIUIX Fidelity Telecom and Utilities
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Blend FOSFX Fidelity Overseas
Foreign Large Growth FIGFX Fidelity International Growth
EUROPE STOCK FIEUX Fidelity Europe
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend FTIEX Fidelity Total International Equity
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
Global Real Estate FIREX Fidelity International Real Estate
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Emerging Markets Bond FNMIX Fidelity New Markets Income
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond FCBFX Fidelity Corporate Bond
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor
Short-Term Bond FJRLX Fidelity Advisor Limited Term Bond
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Intermediate Government FGOVX Fidelity Government Income
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Short-Term Bond FSHBX Fidelity Short-Term Bond
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets

Investment model portfolios

We provide two types of investment model portfolios for Fidelity Fund Picks Fidelity Funds Only 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
Fidelity Fund Picks Fidelity Funds Only Strategic Asset Allocation – Optimal Moderate NA 21.03% 0.31% 5.04% 4.99% 6.30% 6.27% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% … …
Data as of 10/31/2024, 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
Fidelity Fund Picks Fidelity Funds Only Tactical Asset Allocation Moderate NA 25.37% 3.93% 7.90% 6.39% 7.99% 9.82% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% … …
Data as of 10/31/2024, Common starting date is 12/31/2000

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