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DFS RETIREMENT PLAN
Investment Model Portfolios

Investment options of DFS RETIREMENT PLAN

Total Available Funds: 15
Asset Class Ticker Description
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
ROOT FGMXX Fidelity Money Market Trust: Retirement Government Money Market Portfolio
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
Short-Term Bond FSHBX Fidelity Salem Street Trust: Fidelity Short-Term Bond Fund
US EQUITY
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
Mid-Cap Growth NBGEX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Trust Class
LARGE VALUE PAFDX T Rowe Price Equity Income Fund
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund

Investment model portfolios

We provide two types of investment model portfolios for DFS 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.