Fred Hutchinson Cancer Research Center Amended and Restated 403(b) Retirement Plan
Investment Model Portfolios

Fred Hutchinson Cancer Research Center Amended and Restated 403(b) Retirement Plan is a defined contribution plan.

Investment options of Fred Hutchinson Cancer Research Center Amended and Restated 403(b) Retirement Plan

Total Available Funds: 266
Asset Class Ticker Description
US EQUITY
LARGE BLEND FFIDX Fidelity
LARGE GROWTH FTRNX Fidelity Trend
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE GROWTH FMAGX Fidelity Magellan
LARGE GROWTH FCNTX Fidelity Contra Fund
LARGE VALUE FEQIX Fidelity Equity Income
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE BLEND FGRIX Fidelity Growth & Income
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FDFFX Fidelity Independence
LARGE GROWTH FOCPX Fidelity Otc Portfolio
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock
Mid-Cap Growth FMILX Fidelity New Millennium
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE BLEND FDEQX Fidelity Disciplined Equity
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE BLEND FUSEX Spartan 500 Index
LARGE VALUE FEQTX Fidelity Equity Income II
LARGE GROWTH FSSKX Fidelity Stock Selector
Mid-Cap Growth FDEGX Fidelity Growth Strategies
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE GROWTH FEXPX Fidelity Export & Multinational
LARGE GROWTH FTQGX Fidelity Focused Stock
Small Growth FCDIX Fidelity Small Cap Independence
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock
LARGE GROWTH FLCSX Fidelity Large Cap Stock
LARGE GROWTH FDSVX Fidelity Growth Discovery
SMALL BLEND FSLCX Fidelity Small Cap Stock
LARGE BLEND FFNOX Fidelity Four in One Index
LARGE BLEND FGRTX Fidelity Mega Cap Stock
SMALL BLEND FSCRX Fidelity Small Cap Discovery
LARGE BLEND FSTMX Spartan Total Market Index
MID-CAP BLEND USMIX Spartan Extended Market Index
LARGE GROWTH FFTYX Fidelity Fifty
LARGE BLEND FUSEX Spartan US Equity Index
LARGE VALUE FSLVX Fidelity Large Cap Value
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
LARGE GROWTH FSLGX Fidelity Large Cap Growth
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth
LARGE BLEND FVDFX Fidelity Value Discovery
LARGE VALUE FBCVX Fidelity Blue Chip Value
LARGE GROWTH FNCMX Fidelity NASDAQ Composite Index
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income
Small Growth FCPGX Fidelity Small Cap Growth
SMALL VALUE FCPVX Fidelity Small Cap Value
LARGE BLEND FUSEX Fidelity Spartan Intermediate Treasury Bond Index
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
LARGE BLEND FOTTX Fidelity 130/30 Large Cap
LARGE BLEND TIGRX TIAA-CREF Growth & Income-Retirement
LARGE GROWTH TRIRX TIAA-CREF Large-Cap Grade Index-Retirement
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value-Retirement
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Index-Retirement
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth-Retirement
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value-Retirement
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Index-Retirement
LARGE BLEND TISCX TIAA-CREF Social Choice Equity-Retirement
LARGE BLEND TISPX TIAA-CREF S&P 500 Index-Retirement
LARGE BLEND TIEIX TIAA-CREF Equity Index
LARGE BLEND IIVGX ING Growth and Income Portfolio
LARGE BLEND ASCEX ING Strategic Allocation Growth Portfolio
LARGE BLEND IPLIX ING Index Plus Large Cap Portfolio
LARGE GROWTH ILIPX ING Opportunistic Large Cap Portfolio
SMALL BLEND AESGX ING Small Company Portfolio
SMALL BLEND IPSIX ING Index Plus Small Cap Portfolio
MID-CAP BLEND AIMIX ING Index Plus MidCap Portfolio
Small Growth IVSOX ING SmallCap Opportunities Portfolio
Mid-Cap Growth IIMOX ING MidCap Opportunities Portfolio
LARGE GROWTH FDCAX AIM V.I. Capital Appreciation Fund
LARGE BLEND IMOIX ING Thornberg Value Portfolio
LARGE BLEND IMRIX ING UBS US Large Cap Equity Portfolio
LARGE GROWTH LSIFX ING Legg Mason Partners Aggressive Growth Income Portfolio
LARGE VALUE FEQIX Fidelity VIP Equity
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity Portfolio
LARGE GROWTH FCNTX Fidelity VIP Contrafund Port
Mid-Cap Growth FDEGX Fidelity VIP Growth Portfolio
SMALL VALUE ESPRX Evergreen Special Values Fund
LARGE BLEND ISFIX ING Davis NY Venture Portfolio
Small Growth IBGIX ING Baron Small Cap Growth Portfolio
LARGE VALUE IVKIX ING Van Kampen Comstock Portfolio
Mid-Cap Growth IAXIX ING T. Rowe Price Diversified MidCap
SMALL BLEND IJSIX ING JPMorgan SmCapCore Equity Portfolio
Mid-Cap Growth WATWX Wagner Select
MID-CAP VALUE IPVIX ING Pioneer Mid Cap Value Portfolio
LARGE VALUE IVGIX ING Van Kampen Growth & Inc
Small Growth WUSAX Wanger USA
LARGE GROWTH IMGIX ING Marsico Growth Portfolio
LARGE GROWTH IMLIX ING BlackRock Large Cap Growth Portfolio
Mid-Cap Growth IRGVX ING Russell Mid Cap Gr Index
LARGE VALUE IRVSX ING Russell Large Cap Value Index
LARGE BLEND TIEIX CREF Stock
LARGE GROWTH TILRX CREF Growth
LARGE BLEND TIQRX CREF Equity Index
Others
Moderate Allocation FPURX Fidelity Puritan
Technology FDCPX Fidelity Select Computers
Technology FSELX Fidelity Select Electronics
Consumer Staples FDFAX Fidelity Select Consumer Staples
Technology Fidelity Select Software Fidelity Select Software
Industrials FSAIX Fidelity Select Air Transport
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Health FBIOX Fidelity Select Biotechnology
Equity Energy FSESX Fidelity Select Energy Services
Financial FSPCX Fidelity Select Insurance
Consumer Discretionary FSRPX Fidelity Select Retailing
ROOT CASH Fidelity Cash Reserve
Equity Energy FSENX Fidelity Select Energy
Consumer Discretionary FDLSX Fidelity Select Leisure
Health FSPHX Fidelity Select Healthcare
Technology FSPTX Fidelity Select Technology
Utilities FSUTX Fidelity Select Utilities
Financial FIDSX Fidelity Select Financial
Industrials FSDAX Fidelity Select Defense
Financial FSLBX Fidelity Select Brokerage
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
ROOT CASH Fidelity Select Money Market
Communications FSTCX Fidelity Select Telecommunications
Financial FIDSX Fidelity Select Home Finance
Moderate Allocation FBALX Fidelity Balanced
Convertibles FCVSX Fidelity Convertible Securities
Utilities FIUIX Fidelity Telecom & Utilities
Moderate Allocation FASMX Fidelity Asset Manager 50%
Moderate Allocation FASGX Fidelity Asset Manager 70%
Conservative Allocation FASIX Fidelity Asset Manager 20%
World Allocation FGBLX Fidelity Global Balanced
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Health FSMEX Fidelity Select Medical Equipment & Systems
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
ROOT CASH Fidelity US Treasury Money Market
ROOT CASH Fidelity Money Market
ROOT CASH Fidelity US Government Money Market
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive
Communications FBMPX Fidelity Select Multimedia
Health FSHCX Fidelity Select Medical Delivery
Financial FSRBX Fidelity Select Banking
Natural Resources FSDPX Fidelity Select Materials
Industrials FSCGX Fidelity Select Industrial Equipment
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing
Industrials FSRFX Fidelity Select Transportation
Equity Energy FSNGX Fidelity Select Natural Gas
Natural Resources FNARX Fidelity Select Natural Resources
Industrials FCYIX Fidelity Select Industrials
MISCELLANEOUS SECTOR FSLEX Fidelity Select Environment
Consumer Discretionary FSCPX Fidelity Select Consumer Discretionary
Communications FSDCX Fidelity Select Communications Equipment
Health FPHAX Fidelity Select Pharmaceuticals
ROOT CASH Fidelity Money Market Trust Retirement
ROOT CASH Fidelity Money Market Trust Retirement Government
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Communications FWRLX Fidelity Select Wireless
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Conservative Allocation FSRRX Fidelity Strategic Real Return
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2050+ FFFHX Fidelity Freedom 2050
Moderate Allocation FDYSX Fidelity Dynamic Strategies
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010-Retirement
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015-Retirement
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020-Retirement
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025-Retirement
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030-Retirement
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2035-Retirement
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040-Retirement
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045-Retirement
Target Date 2050+ TLFRX TIAA-CREF Lifecycle 2050-Retirement
Retirement Income TLIRX TIAA-CREF Lifecycle Retirement Income-Retirement
ROOT TISGX TIAA-CREF Small-Cap Equity-Retirement
ROOT CASH ING Money Market Portfolio
Moderate Allocation IBPIX ING Balanced Portfolio, Inc.
Moderate Allocation ACROX ING Strategic Allocation Moderate Portfolio
Technology IBSIX ING BlackRock Science and Technology Opportunity Portfolio
Moderate Allocation CSIFX Calvert VS Social Balanced Portfolio
Aggressive Allocation IUAIX ING Van Kampen Equity & Income Portfolio
Utilities IMUIX ING MFS Utilities Portfolio
Moderate Allocation IMTIX ING MFS Total Return Portfolio
Natural Resources IGRIX ING Global Resources Portfolio
Moderate Allocation notickerl TIAA Traditional
ROOT CASH CREF Money Market
Moderate Allocation TITRX CREF Social Choice
FIXED INCOME
Intermediate Government FGMNX Fidelity GAMA
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond FMSCX Fidelity Mortgage Securities
Intermediate Government EUSYX Fidelity U.S. Government Reserves
Intermediate Government FGOVX Fidelity Government Income
Emerging Markets Bond FNMIX Fidelity New Markets Income
Multisector Bond FSICX Fidelity Strategic Income
Short-Term Bond FSHBX Fidelity Short Term Bond
Intermediate Government FSTGX Fidelity Intermediate Government Income
High Yield Bond SPHIX Fidelity High Income
Intermediate-Term Bond FBIDX Fidelity US Bond Index
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-Interm Government
Inflation-Protected Bond FINPX Fidelity Inflatation-Protected Bond
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond
Bank Loan FFRHX Fidelity Floating Rate High Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
High Yield Bond FHIFX Fidelity Focused High Income
Short-Term Bond FSHBX Fidelity Spartan Short-term Treasury Bond Index
LONG GOVERNMENT FLBIX Fidelity Spartan Long-term Treasury Bond Index
Intermediate-Term Bond noticker ING Fixed Account
Intermediate-Term Bond IICIX ING Intermediate Bond Portfolio
Short-Term Bond noticker ING Short Term GAA
WORLD BOND noticker ING Fixed Plus Account
WORLD BOND noticker ING Fixed Plus Account II
WORLD BOND TGBAX Templeton Global Bond Fund
Multisector Bond IOSAX ING Oppenheimer Strategy Income Portfolio
Intermediate-Term Bond IPTIX ING PIMCO Total Return Portfolio
High Yield Bond IPIMX ING PIMCO High Yield Portfolio
High Yield Bond IPHIX ING Pioneer High Yeld Portfolio
Intermediate-Term Bond TIDRX CREF Bond Market
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas
EUROPE STOCK FIEUX Fidelity Europe
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FICDX Fidelity Canada
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Growth FIVFX Fidelity International Capital Appreciation
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
EUROPE STOCK FNORX Fidelity Nordic
JAPAN STOCK FJPNX Fidelity Japan
PACIFIC/ASIA EX-JAPAN STK noticker Fidelity Southeast Asia
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
Foreign Large Blend FSIIX Spartan International Index
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
Foreign Large Value FIVLX Fidelity International Value
Foreign Large Blend FTIEX Fidelity Total International Equity
Foreign Large Growth FIGFX Fidelity International Growth
Foreign Large Blend FIENX Fidelity International Enhanced Index
Foreign Large Blend TIIEX TIAA-CREF International Equity-Retirement
Foreign Large Blend TRIEX TIAA-CREF International Equity Index-Retirement
Foreign Large Value IIBRX AIM V.I. Core Equity Fund
Foreign Large Value NIIVX ING International Value Portfolio
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio
Foreign Large Blend REREX American Funds EuroPacific R4
Foreign Large Growth IMASX ING Marsico International Opport Portfolio
Foreign Large Value IFTIX ING Templeton Foreign Equity Portfolio
Foreign Small/Mid Value noticker ING Variable Annuity
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
Global Real Estate FIREX Fidelity International Real Estate
REAL ESTATE TRRSX TIAA-CREF Real Estate Sec-Retirement
Global Real Estate IRGIX ING Clarion Global Real Estate Portfolio
REAL ESTATE TIREX TIAA Real Estate
Global Real Estate TFIIX CREF Global Equities
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
Latin America Stock FLATX Fidelity Latin America
China Region FHKCX Fidelity China Region
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund
DIVERSIFIED EMERGING MKTS IJEMX ING JPMorgan Emerging Markets Equity Portfolio
DIVERSIFIED EMERGING MKTS PEMRX Pioneer Emerging Markets VCT Portfolio-I
COMMODITIES
COMMODITIES BROAD BASKET FFGCX Fidelity Global Commodity Stock

Investment model portfolios

We provide two types of investment model portfolios for Fred Hutchinson Cancer Research Center Amended and Restated 403(b) Retirement 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 Common Inception
Fred Hutchinson Cancer Research Center Amended and Restated 403(b) Retirement Plan Tactical Asset Allocation Moderate NA 1.16% 13.54% 10.14% 7.74% 8.25% 11.12%
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