SHELL PROVIDENT FUND
Investment Model Portfolios
Investment options of SHELL PROVIDENT FUND
Total Available Funds: 61
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE GROWTH |
FBGKX |
FID BLUE CHIP GR K |
| LARGE BLEND |
OAKMX |
OAKMARK FUND I |
| LARGE GROWTH |
FMGKX |
FID MAGELLAN K |
| SMALL VALUE |
FCPVX |
FID SMALL CAP VALUE |
| SMALL BLEND |
FSCRX |
FID SM CAP DISCOVERY |
| LARGE BLEND |
FGRTX |
FID MEGA CAP STOCK |
| MID-CAP BLEND |
FLCKX |
FID LEVERGD CO STK K |
| LARGE GROWTH |
LSGRX |
LOOMIS GROWTH Y |
| MID-CAP VALUE |
PIMVX |
VIRTUS MID-CAP VAL I |
| Mid-Cap Growth |
BGRIX |
BARON GROWTH INST |
| LARGE VALUE |
FSDIX |
FID STRAT DIV & INC |
| LARGE GROWTH |
FMILX |
FID NEW MILLEN |
| LARGE GROWTH |
FOCKX |
FID OTC K |
| MID-CAP BLEND |
FLPKX |
FID LOW PRICED STK K |
| Mid-Cap Growth |
FKMCX |
FID MID CAP STOCK K |
| LARGE GROWTH |
FTQGX |
FID FOCUSED STOCK |
| LARGE GROWTH |
FCNKX |
FID CONTRAFUND K |
| LARGE VALUE |
FEIKX |
FID EQUITY INCOME K |
| MID-CAP VALUE |
FVLKX |
FID VALUE K |
| LARGE GROWTH |
TGCEX |
TCW SELECT EQUITY I |
| LARGE GROWTH |
FCAKX |
FID CAP APPREC K |
| LARGE BLEND |
FLCEX |
FID LC CORE ENH INDX |
| Small Growth |
RHJSX |
RHJ MICRO CAP |
| LARGE BLEND |
FXSIX |
SPTN 500 INDEX INST |
| LARGE GROWTH |
SAGYX |
LM CBA AGG GR I |
|
| Others |
|
|
| ROOT |
TPGD |
LIFEPATH 2040 |
| Industrials |
FSAIX |
FID SEL AIR TRANSPRT |
| MISCELLANEOUS SECTOR |
FSHOX |
FID SEL CONSTR/HOUSE |
| Health |
FBIOX |
FID SEL BIOTECH |
| ROOT |
FSLXX |
FID SEL MONEY MARKET |
| Consumer Cyclical |
FSRPX |
FID SEL RETAILING |
| Moderate Allocation |
FPUKX |
FID PURITAN K |
| Communications |
FBMPX |
FID SEL MULTIMEDIA |
| MISCELLANEOUS SECTOR |
FBSOX |
FID SEL IT SERVICES |
| MISCELLANEOUS SECTOR |
FSCHX |
FID SEL CHEMICALS |
| Health |
FPHAX |
FID SEL PHARMACEUTCL |
| Technology |
FSPTX |
FID SEL TECHNOLOGY |
| ROOT |
TCBP |
US DEBT INDEX |
| ROOT |
TCP5 |
RUSSELL 2000 INDEX |
| Industrials |
FSRFX |
FID SEL TRANSPORT |
|
| FIXED INCOME |
|
|
| WORLD BOND |
TGBAX |
TMPL GLOBAL BOND ADV |
| High Yield Bond |
FHIFX |
FID FOCUSED HIGH INC |
| Intermediate-Term Bond |
WACSX |
WA CORE BOND IS |
| Intermediate Government |
FGMNX |
FID GNMA |
| Inflation-Protected Bond |
PRRIX |
PIM REAL RETURN INST |
| Intermediate-Term Bond |
PTTRX |
PIM TOTAL RT INST 5 |
| Intermediate-Term Bond |
FTHRX |
FID INTERMED BOND |
| Inflation-Protected Bond |
FINPX |
FID INFLAT PROT BOND |
| Emerging Markets Bond |
FNMIX |
FID NEW MARKETS INC |
| High Yield Bond |
FAGIX |
FID CAPITAL & INCOME |
| High Yield Bond |
SPHIX |
FID HIGH INCOME |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
APHIX |
ARTISAN INTL INST |
| Foreign Large Blend |
FSPNX |
SPTN INTL INDEX INS |
| Foreign Large Growth |
FICDX |
FID CANADA |
| Foreign Large Blend |
NBIIX |
NB INTERNATIONAL IS |
| WORLD STOCK |
MDISX |
MUTUAL GLB DISCVRY Z |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
MGEMX |
MSIF EMERGING MKTS I |
| DIVERSIFIED EMERGING MKTS |
TDADX |
TMPL DEV MKTS ADV |
|
| REAL ESTATE |
|
|
| Global Real Estate |
FIREX |
FID INTL REAL ESTATE |
| REAL ESTATE |
FRIFX |
FID REAL ESTATE INC |
| REAL ESTATE |
FRESX |
FID REAL ESTATE INVS |
|
Investment model portfolios
We provide two types of investment model portfolios for SHELL PROVIDENT FUND 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.
