DAVITA INC. RETIREMENT SAVINGS PLAN
Investment Model Portfolios

DaVita Inc. provides dialysis services for patients suffering from chronic kidney failure, which is known as end stage renal disease (ESRD) in the United States. The company operates kidney dialysis centers, and provides related medical services primarily in dialysis centers and in contracted hospitals.

Total Available Funds: 27
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE AADEX ABF Large Cap Value Fund
Small Growth BSCFX Baron Small Cap Fund
MID-CAP VALUE FRBSX Franklin Balance Sheet Fund Class A Shares
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
Mid-Cap Growth PMCRX Allianz CCM MID CAP Fund
SMALL BLEND RSPFX RS Partners Fund
LARGE BLEND FSMKX Fidelity Spartan 500 Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Intermediate-Term Bond PTRIX Pimco Mortgage Backed Securities Fund
High Yield Bond FAGIX Fidelity Capital & Income Fund
Others
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Moderate Allocation FBALX Fidelity Balanced Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Small/Mid Value PICRX Putnam International Capital Opportunities Fund

The following is a moderate-risk model portfolio constructed from the investment options of DAVITA INC. RETIREMENT SAVINGS PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for DAVITA INC. RETIREMENT SAVINGS PLAN

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