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.

Investment options of DAVITA INC. RETIREMENT SAVINGS PLAN

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

Investment model portfolios

We provide two types of investment model portfolios for DAVITA INC. RETIREMENT SAVINGS 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DAVITA INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 5.62% 5.47% 8.39% 7.14% 9.38% 9.59% 10.20%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%

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

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