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Wayne State University 403B Fidelity Plan
Investment Model Portfolios

Investment options of Wayne State University 403B Fidelity Plan

Total Available Funds: 200
Asset Class Ticker Description
US EQUITY
LARGE BLEND FOTTX FIDELITY 130/30 LG CAP
LARGE GROWTH FBGKX FIDELITY BLUE CHIP GR K
LARGE VALUE FBCVX FIDELITY BLUE CHIP VALUE
LARGE GROWTH FCAKX FIDELITY CAP APPREC K
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K
LARGE BLEND FDEKX FIDELITY DISCIPLND EQ K
LARGE BLEND FDGKX FIDELITY DIVIDEND GR K
LARGE VALUE FETKX FIDELITY EQUITY INC II K
LARGE VALUE FEIKX FIDELITY EQUITY INCOME K
LARGE GROWTH FEXKX FIDELITY EXPORT & MULTI K
LARGE GROWTH FFTYX FIDELITY FIFTY
LARGE GROWTH FTQGX FIDELITY FOCUSED STOCK
LARGE BLEND FFNOX FIDELITY FOUR IN ONE IDX
LARGE BLEND FFDKX FIDELITY FUND K
LARGE BLEND FGIKX FIDELITY GROWTH & INC K
LARGE GROWTH FGCKX FIDELITY GROWTH CO K
LARGE GROWTH FGDKX FIDELITY GROWTH DISC K
LARGE GROWTH FDFKX FIDELITY INDEPENDENCE K
LARGE GROWTH FSLGX FIDELITY LARGE CAP GROWTH
LARGE GROWTH FLCSX FIDELITY LARGE CAP STOCK
LARGE VALUE FSLVX FIDELITY LARGE CAP VALUE
LARGE BLEND FLCEX FIDELITY LC CORE ENH INDX
LARGE GROWTH FLGEX FIDELITY LC GR ENH INDX
LARGE VALUE FLVEX FIDELITY LC VAL ENH INDX
LARGE GROWTH FMGKX FIDELITY MAGELLAN K
LARGE BLEND FGRTX FIDELITY MEGA CAP STOCK
LARGE GROWTH FNCMX FIDELITY NASDAQ COMP INDX
LARGE GROWTH FOCKX FIDELITY OTC K
LARGE GROWTH FDSSX FIDELITY STK SELECT ALL CP K
LARGE GROWTH FTRNX FIDELITY TREND
LARGE BLEND FVDKX FIDELITY VALUE DISCOV K
LARGE BLEND FSMAX SPARTAN 500 INDEX
LARGE BLEND FSTMX SPTN TOTAL MKT INDEX
Mid-Cap Growth FDEGX FIDELITY GR STRATEGIES K
MID-CAP BLEND FLCKX FIDELITY LEVERGD CO STK K
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K
LARGE BLEND FSMAX SPARTAN 500 INDEX
LARGE BLEND FSTMX SPTN TOTAL MKT INDEX
Mid-Cap Growth FDEGX FIDELITY GR STRATEGIES K
MID-CAP BLEND FLCKX FIDELITY LEVERGD CO STK K
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K
MID-CAP BLEND FMEIX FIDELITY MID CAP ENH INDX
Mid-Cap Growth FSMGX FIDELITY MID CAP GROWTH
Mid-Cap Growth FKMCX FIDELITY MID CAP STOCK K
MID-CAP VALUE FSMVX FIDELITY MID CAP VALUE
MID-CAP VALUE FVLKX FIDELITY VALUE K
MID-CAP BLEND FVSKX FIDELITY VALUE STRAT K
Mid-Cap Growth FMILX FIDELITY NEW MILLEN
MID-CAP BLEND FSEVX SPTN EXTND MKT INDEX
SMALL BLEND FSCRX FIDELITY SM CAP DISCOVERY
SMALL BLEND FCPEX FIDELITY SM CP ENH INDX
Small Growth FCPGX FIDELITY SMALL CAP GROWTH
SMALL BLEND FSLCX FIDELITY SMALL CAP STOCK
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE
Small Growth FDSCX FIDELITY STK SELECT SM CAP
LARGE BLEND FSDIX FIDELITY STRAT DIV & INC
INTERNATIONAL EQUITY
Foreign Large Blend FICDX FIDELITY CANADA
Foreign Large Growth FDIKX FIDELITY DIVERSIFD INTL K
PACIFIC/ASIA EX-JAPAN STK FSEAX FIDELITY EMERGING ASIA
EUROPE STOCK FECAX FIDELITY EUROPE CAP APP
EUROPE STOCK FIEUX FIDELITY EUROPE
Foreign Large Growth FIVFX FIDELITY INTL CAP APPREC
Foreign Large Blend FIDKX FIDELITY INTL DISCOVERY K
Foreign Large Blend FIENX FIDELITY INTL ENH INDEX
Foreign Large Growth FIGFX FIDELITY INTL GROWTH
FOREIGN SMALL/MID GROWTH FSCOX FIDELITY INTL SM CAP OPP
FOREIGN SMALL/MID GROWTH FISMX FIDELITY INTL SMALL CAP
Foreign Large Value FIVLX FIDELITY INTL VALUE
JAPAN STOCK FJSCX FIDELITY JAPAN SMALLER CO
JAPAN STOCK FJPNX FIDELITY JAPAN
Foreign Large Blend FOSKX FIDELITY OVERSEAS K
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
Foreign Large Blend FTIEX FIDELITY TOTAL INTL EQ
WORLD STOCK FWWFX FIDELITY WORLDWIDE
EUROPE STOCK FNORX FIDELITY NORDIC
Foreign Large Blend FOSKX FIDELITY OVERSEAS K
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
Foreign Large Blend FTIEX FIDELITY TOTAL INTL EQ
WORLD STOCK FWWFX FIDELITY WORLDWIDE
EUROPE STOCK FNORX FIDELITY NORDIC
Foreign Large Blend FSIIX SPARTAN INTL INDEX
Emerging Market
China Region FHKCX FIDELITY CHINA REGION
DIVERSIFIED EMERGING MKTS FEMEX FIDELITY EMEA
DIVERSIFIED EMERGING MKTS FKEMX FIDELITY EMERGING MKTS K
Latin America Stock FLATX FIDELITY LATIN AMERICA
Latin America Stock FLATX FIDELITY LATIN AMERICA
REAL ESTATE
Global Real Estate FIREX FIDELITY INTL REAL ESTATE
REAL ESTATE FRIFX FIDELITY REAL ESTATE INC
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS
Others
Industrials FSAIX FIDELITY SELECT AIR TRANSPRT
MISCELLANEOUS SECTOR FSAVX FIDELITY SELECT AUTOMOTIVE
Financial FSRBX FIDELITY SELECT BANKING
Consumer Staples FDFAX FIDELITY SELECT BIOTECH
Financial FSLBX FIDELITY SELECT BROKERAGE
MISCELLANEOUS SECTOR FSCHX FIDELITY SELECT CHEMICALS
Communications FSDCX FIDELITY SELECT COMM EQUIP
Technology FDCPX FIDELITY SELECT COMPUTERS
Consumer Discretionary FSCPX FIDELITY SELECT CONS DISCR
Consumer Staples FDFAX FIDELITY SELECT CONS STAPLES
MISCELLANEOUS SECTOR FSHOX FIDELITY SELECT CONSTR/HOUSE
Financial FSVLX FIDELITY SELECT CONSUMER FIN
Industrials FSDAX FIDELITY SELECT DEFENSE
Technology FSELX FIDELITY SELECT ELECTRONICS
Equity Energy FSESX FIDELITY SELECT ENERGY SVCS
Equity Energy FSENX FIDELITY SELECT ENERGY
MISCELLANEOUS SECTOR FSLEX FIDELITY SELECT ENV ALT ENGY
Financial FIDSX FIDELITY SELECT FINANCIAL
EQUITY PRECIOUS METALS FSAGX FIDELITY SELECT GOLD
Health FSPHX FIDELITY SELECT HEALTHCARE
Industrials FSCGX FIDELITY SELECT INDUST EQUIP
Industrials FCYIX FIDELITY SELECT INDUSTRIALS
Financial FSPCX FIDELITY SELECT INSURANCE
MISCELLANEOUS SECTOR FBSOX FIDELITY SELECT IT SERVICES
Consumer Discretionary FDLSX FIDELITY SELECT LEISURE
Natural Resources FSDPX FIDELITY SELECT MATERIALS
Health FSMEX FIDELITY SELECT MED EQ & SYS
Health FSHCX FIDELITY SELECT MEDICAL DEL
Communications FBMPX FIDELITY SELECT MULTIMEDIA
Equity Energy FSNGX FIDELITY SELECT NATURAL GAS
Natural Resources FNARX FIDELITY SELECT NATURAL RES
Health FPHAX FIDELITY SELECT PHARMACEUTCL
Consumer Discretionary FSRPX FIDELITY SELECT RETAILING
Health FSHCX FIDELITY SELECT MEDICAL DEL
Communications FBMPX FIDELITY SELECT MULTIMEDIA
Equity Energy FSNGX FIDELITY SELECT NATURAL GAS
Natural Resources FNARX FIDELITY SELECT NATURAL RES
Technology FSCSX FIDELITY SELECT SOFTWARE
Technology FSPTX FIDELITY SELECT TECHNOLOGY
Communications FSTCX FIDELITY SELECT TELECOMM
Industrials FSRFX FIDELITY SELECT TRANSPORT
Utilities FSUTX FIDELITY SELECT UTILITIES
Communications FWRLX FIDELITY SELECT WIRELESS
Utilities FIUIX FIDELITY TELECOM & UTIL
Moderate Allocation FASMX FIDELITY ASSET MGR 50%
Convertibles FCVSX FIDELITY CONVERTIBLE SEC
Conservative Allocation FASIX FIDELITY ASSET MGR 20%
Conservative Allocation FTANX FIDELITY ASSET MGR 30%
Conservative Allocation FFANX FIDELITY ASSET MGR 40%
Moderate Allocation FSANX FIDELITY ASSET MGR 60%
Moderate Allocation FASGX FIDELITY ASSET MGR 70%
Aggressive Allocation FAMRX FIDELITY ASSET MGR 85%
Moderate Allocation FBAKX FIDELITY BALANCED K
Moderate Allocation FDYSX FIDELITY DYNAMIC STRAT
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 2050+ FFKHX FIDELITY FREEDOM K 2050
Retirement Income FFKAX FIDELITY FREEDOM K INCOME
World Allocation FGBLX FIDELITY GLOBAL BALANCED
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 2050+ FFKHX FIDELITY FREEDOM K 2050
Retirement Income FFKAX FIDELITY FREEDOM K INCOME
World Allocation FGBLX FIDELITY GLOBAL BALANCED
Moderate Allocation FPUKX FIDELITY PURITAN K
Conservative Allocation FSRRX FIDELITY STRAT REAL RET
ROOT CASH FIDELITY MGD INC PORT II
ROOT CASH FIDELITY MGD INC PORT
ROOT CASH FIDELITY GOVT MMKT
ROOT CASH FIDELITY MONEY MARKET
ROOT CASH FIDELITY SELECT MONEY MARKET
ROOT CASH FIDELITY US TREASURY MM
ROOT CASH FIDELITY CASH RESRVE
ROOT CASH FIDELITY RET GOVT MM
ROOT CASH FIDELITY RETIRE MMKT
ROOT CASH FIDELITY US GOVT RES
ROOT CASH FIDELITY US TREASURY MM
ROOT CASH FIDELITY CASH RESRVE
ROOT CASH FIDELITY US GOVT RES
COMMODITIES
COMMODITIES BROAD BASKET FFGCX FIDELITY GLB COMDTY STK
FIXED INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
Intermediate-Term Bond FBNDX FIDELITY CORPORATE BOND
Bank Loan FFRHX FIDELITY FLOAT RT HI INC
High Yield Bond FHIFX FIDELITY FOCUSED HIGH INC
Intermediate Government FGMNX FIDELITY GNMA
High Yield Bond SPHIX FIDELITY HIGH INCOME
Inflation-Protected Bond FINPX FIDELITY INFLAT PROT BOND
SHORT GOVERNMENT FFXSX FIDELITY INST SH INT GOVT
Intermediate-Term Bond FTHRX FIDELITY INTERMED BOND
Intermediate Government FSTGX FIDELITY INTM GOVT INCOME
Intermediate-Term Bond FMSFX FIDELITY MORTGAGE SEC
Emerging Markets Bond FNMIX FIDELITY NEW MARKETS INC
Short-Term Bond FSHBX FIDELITY SHORT TERM BOND
Multisector Bond FSICX FIDELITY STRATEGIC INCOME
Intermediate-Term Bond FTBFX FIDELITY TOTAL BOND
ULTRASHORT BOND FULIX FIDELITY ULTRASHORT BOND
SHORT GOVERNMENT FFXSX FIDELITY GOVT INCOME
Intermediate-Term Bond FBNDX FIDELITY INVST GR BD
Intermediate-Term Bond FBIDX FIDELITY US BD INDEX
Intermediate Government FIBIX SPTN INT TR INDX INV
LONG GOVERNMENT FLBIX SPTN LT TR INDX INV
SHORT GOVERNMENT FSBIX SPTN ST TR INDX INV

Investment model portfolios

We provide two types of investment model portfolios for Wayne State University 403B Fidelity 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.

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 Inception
Wayne State University 403B Fidelity Plan Tactical Asset Allocation Moderate NA 3.99% 11.66% 9.72% 7.38% 7.29% 8.20% 8.15%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.14% 20.72% 16.72% 15.31% 10.05% 9.20% 8.15%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.37% 10.94% 8.77% 7.66% 5.73% 6.39% 5.86%
Data as of 01/31/2022, AR inception is 12/31/2000

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