Tufts University Retirement Plan Fidelity Brokeragelink
Investment Model Portfolios

This plan is available to Tufts University Employees. The funds are offered through the brokerage link window by Fidelity. 

Investment options of Tufts University Retirement Plan Fidelity Brokeragelink

Total Available Funds: 178
Asset Class Ticker Description
Emerging Market
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Emerging EMEA
China Region FHKCX Fidelity China Region
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
US EQUITY
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 BLEND FOTTX Fidelity 130/30 Large Cap
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE VALUE FBCVX Fidelity Blue Chip Value
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE BLEND FDEQX Fidelity Disciplined Equity
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE VALUE FEQTX Fidelity Equity-Income II
LARGE GROWTH FEXPX Fidelity Export & Multinational
LARGE GROWTH FFTYX Fidelity Fifty
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE BLEND FFNOX Fidelity Four-in-One Index
LARGE BLEND FFIDX Fidelity
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FDSVX Fidelity Growth Discovery
Mid-Cap Growth FDEGX Fidelity Growth Strategies
LARGE GROWTH FDFFX Fidelity Independence
LARGE GROWTH FSLGX Fidelity Large Cap Growth
LARGE GROWTH FLCSX Fidelity Large Cap Stock
LARGE VALUE FSLVX Fidelity Large Cap Value
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock
LARGE GROWTH FMAGX Fidelity Magellan
LARGE BLEND FGRTX Fidelity Mega Cap Stock
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
Mid-Cap Growth FMILX Fidelity New Millennium
LARGE GROWTH FOCPX Fidelity OTC
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
LARGE GROWTH FDSSX Fidelity Stock Selector All Cap
Small Growth FDSCX Fidelity Stock Selector Sm Cp
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income
LARGE BLEND FTXMX Fidelity Tax Managed Stock
LARGE GROWTH FTRNX Fidelity Trend
MID-CAP VALUE FDVLX Fidelity Value
LARGE BLEND FVDFX Fidelity Value Discovery
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE BLEND NRAAX NRAAX Neuberger Berman Socially Resp A
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FGCKX Fidelity Growth Company K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
Mid-Cap Growth ACRNX Columbia Acorn Z
SMALL VALUE JSCVX Perkins Small Cap Value T
Small Growth BSCFX Baron Small Cap
Others
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%
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
Moderate Allocation FBALX Fidelity Balanced
ROOT CASH FDRXX
Convertibles FCVSX Fidelity Convertible Securities
Moderate Allocation FDYSX Fidelity Dynamic Strategies
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy
World Allocation FGBLX Fidelity Global Balanced
ROOT CASH SPAXX
unknow unknow FIGXX
ROOT CASH SPRXX
Moderate Allocation FPURX Fidelity Puritan
ROOT CASH FGMXX
Industrials FSAIX Fidelity Select Air Transportation
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive
Financial FSRBX Fidelity Select Banking
Health FBIOX Fidelity Select Biotechnology
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
Consumer Discretionary FSCPX Fidelity Select Consumer Discretionary
Technology FDCPX Fidelity Select Computers
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing
Consumer Staples FDFAX Fidelity Select Consumer Staples
Industrials FSDAX Fidelity Select Defense & Aerospace
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 FSVLX Fidelity Select Consumer Finance
Industrials FSCGX Fidelity Select Industrial Equipment
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 FSHCX Fidelity Select Medical Delivery
Health FSMEX Fidelity Select Medical Equip & Systems
ROOT CASH FSLXX
Equity Energy FSNGX Fidelity Select Natural Gas
Natural Resources FNARX Fidelity Select Natural Resources
Health FPHAX Fidelity Select Pharmaceuticals
Consumer Discretionary FSRPX Fidelity Select Retailing
Technology FSCSX Fidelity Select Software & Comp
Technology FSPTX Fidelity Select Technology
Industrials FSRFX Fidelity Select Transportation
Utilities FSUTX Fidelity Select Utilities Portfolio
Conservative Allocation FSRRX Fidelity Strategic Real Return
Utilities FIUIX Fidelity Telecom and Utilities
ROOT FGRXX FGRXX
ROOT CASH FRTXX
ROOT CASH FDLXX
INTERNATIONAL EQUITY
Foreign Large Blend FICDX Fidelity Canada
Foreign Large Blend FDIVX Fidelity Diversified International
EUROPE STOCK FIEUX Fidelity Europe
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Blend FIGRX Fidelity International Discovery
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 Large Value FIVLX Fidelity International Value
JAPAN STOCK FJPNX Fidelity Japan
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
EUROPE STOCK FNORX Fidelity Nordic
Foreign Large Blend FOSFX Fidelity Overseas
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Blend FTIEX Fidelity Total International Equity
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Growth OIGYX Oppenheimer International Growth Y
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond FCBFX Fidelity Corporate Bond
Bank Loan FFRHX Fidelity Floating Rate High Income
High Yield Bond FHIFX Fidelity Focused High Income
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate Government FGOVX Fidelity Government Income
High Yield Bond SPHIX Fidelity High Income
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Emerging Markets Bond FNMIX Fidelity New Markets Income
Intermediate-Term Bond FSIGX Fidelity Series Investment Grade Bond
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate-Term Bond FTBFX Fidelity Total Bond
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond
Intermediate-Term Bond FBIDX Fidelity US Bond Index
SHORT GOVERNMENT FSBAX Fidelity Spartan S/T Tr Bd Idx Fid Advt
SHORT GOVERNMENT FSBIX Fidelity Spartan S/T Tr Bd Idx Inv
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt
LONG GOVERNMENT FLBIX Fidelity Spartan L/T Tr Bd Idx Inv
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
COMMODITIES
COMMODITIES BROAD BASKET FFGCX Fidelity Global Cmdty Stk
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 CSRSX Cohen & Steers Realty Shares

Investment model portfolios

We provide two types of investment model portfolios for Tufts University Retirement Plan Fidelity Brokeragelink 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
Tufts University Retirement Plan Fidelity Brokeragelink Strategic Asset Allocation – Optimal Moderate NA -3.12% 3.31% 2.27% 7.32% 6.44% 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
Tufts University Retirement Plan Fidelity Brokeragelink Tactical Asset Allocation Moderate NA 2.74% 6.84% 6.09% 6.05% 7.77% 9.66% … …
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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