Fidelity Fund Picks
Investment Model Portfolios

Fidelity Fund Picks are the no load no transaction fee (NTF) funds picked by Fidelity quarterly. Based on Fidelity's policy,  NTF funds have 60 days redemption fee period. Fidelity further imposes so called round trip policy to limit such 60 day round trip to 3 times in a 12 month period. This plan also includes municipal funds which are taxable free. Several major classes including emerging market equities, commodities and foreign bonds are missing, thus reducing the diversification effect. This is a very traditional US centered fund list.

Total Available Funds: 276
Asset Class Ticker Description
US EQUITY
LARGE BLEND EXHAX Manning & Napier Pro-Blend Max Term S
LARGE GROWTH ARTRX Artisan Global Opportunities Inv
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
LARGE BLEND DGAGX Dreyfus Appreciation
LARGE BLEND JRMSX INTECH U.S. Core T
LARGE BLEND PIXDX PIMCO Fundamental IndexPLUS TR D
LARGE BLEND WVALX Weitz Value
LARGE VALUE YAFFX Yacktman Focused Svc
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE GROWTH FDSVX Fidelity Growth Discovery
LARGE GROWTH FMILX Fidelity New Millennium
LARGE GROWTH FTRNX Fidelity Trend
LARGE GROWTH MFCFX Marsico Flexible Capital
LARGE GROWTH RYOCX Rydex NASDAQ-100 Inv
LARGE GROWTH TGCNX TCW Select Equities N
LARGE GROWTH PTSGX Touchstone Sands Capital Select Growth Z
LARGE GROWTH STRFX Wells Fargo Advantage Large Cap Gr Inv
LARGE VALUE FEQTX Fidelity Equity Dividend Income
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income
LARGE VALUE PEIDX Allianz NFJ Dividend Value D
LARGE VALUE TWVLX American Century Value Inv
LARGE VALUE ARTLX Artisan Value Fund Investor Shares
LARGE VALUE CHDEX Cullen High Dividend Equity Retail
LARGE VALUE LCEIX Invesco Diversified Dividend Investor
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
MID-CAP BLEND FSLSX Fidelity Value Strategies
MID-CAP BLEND PESPX Dreyfus MidCap Index
MID-CAP BLEND NMMCX Northern Multi-Manager Mid Cap
MID-CAP BLEND UMBMX Scout Mid Cap
LARGE BLEND WPVLX Weitz Partners Value
MID-CAP BLEND SMCDX Wells Fargo Advantage Spec Md Cp Val Inv
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
Mid-Cap Growth AKREX Akre Focus Retail
Mid-Cap Growth BGRFX Baron Growth Retail
Mid-Cap Growth VLEOX Value Line Emerging Opportunities
Mid-Cap Growth VALSX Value Line Premier Growth
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
MID-CAP VALUE FDVLX Fidelity Value
MID-CAP VALUE PREDX Allianz NFJ Mid-Cap Value D
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv
MID-CAP VALUE MRVEX BMO Mid-Cap Value Y
MID-CAP VALUE DEFIX Delafield Fund
SMALL BLEND FSCRX Fidelity Small Cap Discovery
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
SMALL BLEND ARSMX ASTON/River Road Select Value N
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
SMALL BLEND HDPSX Hodges Small Cap
Small Growth NSGRX Northern Small Cap Core
SMALL VALUE SSSFX SouthernSun Small Cap Investor
Small Growth FCPGX Fidelity Small Cap Growth
Small Growth STSGX American Beacon Stephens Sm Cp Gr Inv
Small Growth ARTSX Artisan Small Cap Investor
Small Growth JATTX Janus Triton T
Small Growth JAVTX Janus Venture T
Small Growth WGROX Wasatch Core Growth
SMALL VALUE FCPVX Fidelity Small Cap Value
SMALL VALUE ICMAX Intrepid Small Cap
SMALL VALUE JASCX James Small Cap
SMALL VALUE NOSGX Northern Small Cap Value
SMALL VALUE BPSCX Robeco Small Cap Value II Inv
SMALL VALUE WSCVX Walthausen Small Cap Value
Others
Aggressive Allocation PAXWX Pax World Balanced Individual Inv
Moderate Allocation CLERX AdvisorOne Clermont N
Convertibles FCVSX Fidelity Convertible Securities
Moderate Allocation FBALX Fidelity Balanced
Moderate Allocation FPURX Fidelity Puritan
Moderate Allocation TWBIX American Century Balanced Inv
Moderate Allocation BUFBX Buffalo Flexible Income
Moderate Allocation HEIFX Hennessy Equity and Income Investor
Moderate Allocation ICMBX Intrepid Capital
Moderate Allocation VILLX Villere Balanced Inv
World Allocation FGBLX Fidelity Global Balanced
World Allocation FDYSX Fidelity Global Strategies
World Allocation CLBLX AdvisorOne Select Allocation N
Communications FBMPX Fidelity Select Multimedia
Communications FSTCX Fidelity Select Telecommunications
Communications FWRLX Fidelity Select Wireless
Communications GABTX GAMCO Global Telecommunications AAA
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary
Consumer Cyclical FSRPX Fidelity Select Retailing
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Consumer Defensive RYCIX Rydex Consumer Products Inv
Equity Energy FSENX Fidelity Select Energy
Equity Energy FSESX Fidelity Select Energy Service
Equity Energy ICENX ICON Energy S
Equity Energy FSTEX Invesco Energy Inv
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
EQUITY PRECIOUS METALS BGEIX American Century Global Gold Inv
EQUITY PRECIOUS METALS GOLDX Gabelli Gold AAA
EQUITY PRECIOUS METALS FGLDX Invesco Gold & Precious Metals Invstor
EQUITY PRECIOUS METALS TGLDX Tocqueville Gold
Financial FSRBX Fidelity Select Banking
Financial FSVLX Fidelity Select Consumer Finance
Financial FSPCX Fidelity Select Insurance
Financial HSFNX Hennessy Small Cap Financial Investor
Health FBIOX Fidelity Select Biotechnology
Health FSPHX Fidelity Select Health Care
Health FSHCX Fidelity Select Medical Delivery
Health FPHAX Fidelity Select Pharmaceuticals
Health DGHCX Allianz RCM Wellness D
Health ICHCX ICON Healthcare S
Health JAGLX Janus Global Life Sciences T
Health RYOIX Rydex Biotechnology Inv
Industrials FSDAX Fidelity Select Defense & Aerospace
Industrials FSCGX Fidelity Select Industrial Equipment
Industrials FCYIX Fidelity Select Industrials
Industrials FSRFX Fidelity Select Transportation
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Natural Resources FFGCX Fidelity Global Cmdty Stk
Natural Resources FSDPX Fidelity Select Materials
Natural Resources FNARX Fidelity Select Natural Resources
Natural Resources AWTDX Allianz RCM Global Water D
Technology FDCPX Fidelity Select Computers
Technology FSCSX Fidelity Select Software & Comp
Technology FSPTX Fidelity Select Technology
Technology DGTNX Allianz RCM Technology D
Technology BUFTX Buffalo Discovery
Technology TEFQX Firsthand Technology Opportunities
Technology JAGTX Janus Global Technology T
Technology WFTZX Wells Fargo Advantage Spclzd Tech Inv
Utilities FSUTX Fidelity Select Utilities Portfolio
Utilities FIUIX Fidelity Telecom and Utilities
Utilities BULIX American Century Utilities Inv
Utilities GASFX Hennessy Gas Utility Index Investor
Utilities FSTUX Invesco Utilities Investor
Conservative Allocation GLRBX James Balanced: Golden Rainbow R
Emerging Market
China Region FHKCX Fidelity China Region
China Region MCHFX Matthews China Investor
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
DIVERSIFIED EMERGING MKTS AEMGX Acadian Emerging Markets Instl
DIVERSIFIED EMERGING MKTS AOTDX Allianz AGIC Emerging Markets Opp D
DIVERSIFIED EMERGING MKTS LEMIX Laudus Mondrian Emerging Markets Inv
DIVERSIFIED EMERGING MKTS NMMEX Northern Multi-Manager Emerging Mkt Eq
DIVERSIFIED EMERGING MKTS QFFOX Pear Tree PanAgora Dyn Emerg Mkts Ord
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
DIVERSIFIED PACIFIC/ASIA MAPIX Matthews Asia Dividend Investor
DIVERSIFIED PACIFIC/ASIA MPACX Matthews Asia Growth Investor
EUROPE STOCK FIEUX Fidelity Europe
EUROPE STOCK FNORX Fidelity Nordic
EUROPE STOCK EGINX Invesco European Growth Investor
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend ARTIX Artisan International Inv
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Blend LISOX Lazard Intl Strategic Equity Open
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D
Foreign Large Growth FICDX Fidelity Canada
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Growth TWIEX American Century Intl Growth Inv
Foreign Large Growth UMBWX Scout International
Foreign Large Value AFJDX Allianz NFJ International Value D
Foreign Large Value AAIPX American Beacon Intl Equity Inv
Foreign Large Value QFVOX Pear Tree Polaris Foreign Value Ord
Foreign Large Value TWWDX Thomas White International Investor
Foreign Small/Mid Blend OAKEX Oakmark International Small Cap I
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
FOREIGN SMALL/MID GROWTH WAIGX Wasatch International Growth
FOREIGN SMALL/MID GROWTH WAIOX Wasatch International Opportunities
FOREIGN SMALL/MID GROWTH WTIFX Westcore International Small Cap
JAPAN STOCK FJPNX Fidelity Japan
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
JAPAN STOCK MJFOX Matthews Japan Investor
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
PACIFIC/ASIA EX-JAPAN STK MSMLX Matthews Asia Small Companies
PACIFIC/ASIA EX-JAPAN STK MACSX Matthews Asian Growth & Inc Investor
PACIFIC/ASIA EX-JAPAN STK MAKOX Matthews Korea Investor
PACIFIC/ASIA EX-JAPAN STK MAPTX Matthews Pacific Tiger Investor
WORLD STOCK FWWFX Fidelity Worldwide
WORLD STOCK ARTGX Artisan Global Value Investor
WORLD STOCK JGVAX Perkins Global Value T
WORLD STOCK WAGOX Wasatch Global Opportunities
WORLD STOCK WAGTX Wasatch World Innovators
FIXED INCOME
High Yield Muni GWMNX Managers AMG GW&K Muni Enhanced Yld Inv
High Yield Muni NHYMX Northern High Yield Muni
Muni California Intermediate BCITX American Century CA Interm-T T-Fr Bd Inv
Muni California Intermediate NCITX Northern CA Intermediate Tax-Exempt
Muni California Long FCTFX Fidelity California Municipal Income
Muni California Long BCHYX American Century CA Hi-Yld Muni Inv
Muni California Long NCATX Northern CA Tax-Exempt
Muni Massachusetts FDMMX Fidelity Massachusetts Municipal Income
Muni Minnesota SMTFX Sit MN Tax-Free Income
Muni National Interm FLTMX Fidelity Intermediate Municipal Income
Muni National Interm TWTIX American Century IntermTrm Tx-Fr Bd Inv
Muni National Interm MITFX BMO Intermediate Tax-Free Y
Muni National Interm CFNLX Commerce Natl Tax Free Interm Bd
Muni National Interm DITEX Dreyfus Intermediate Municipal Bond
Muni National Interm SIMBX Wells Fargo Advantage Interm T/AmtF Inv
Muni National Long FHIGX Fidelity Municipal Income
Muni National Long AMBIX Invesco Municipal Bond Investor
Muni National Long NOTEX Northern Tax-Exempt
Muni National Long PMBDX PIMCO Municipal Bond D
Muni National Long SXFIX Wells Fargo Advantage Municipal Bond Inv
Muni National Short FSTFX Fidelity Short-Intermediate Muni Income
Muni National Short MUYSX BMO Ultra Short Tax-Free Y
Muni National Short DSIBX Dreyfus Short-Interm Muni Bond D
Muni National Short NSITX Northern Short-Intermediate Tax-Exempt
Muni National Short STSMX Wells Fargo Advantage S/T Muni Bd Inv
Muni New Jersey FNJHX Fidelity New Jersey Municipal Income
Muni New York Long FTFMX Fidelity New York Municipal Income
Muni New York Long DRNYX Dreyfus NY Tax-Exempt Bond
Muni Pennsylvania FPXTX Fidelity Pennsylvania Municipal Income
Muni Single State Interm FICNX Fidelity Connecticut Municipal Income
Muni Single State Interm SMDMX Fidelity Maryland Municipal Income
Muni Single State Interm FMHTX Fidelity Michigan Municipal Income
Muni Single State Interm KTXIX Commerce KS Tax Free Interm Bd
Muni Single State Interm CFMOX Commerce MO Tax-Free Int Bd
Muni Single State Interm WTCOX Westcore CO Tax-Exempt
Muni Single State Long FSAZX Fidelity Arizona Municipal Income
Muni Single State Short FCSTX Fidelity CA S/I Tax-Free Bond
Emerging Markets Bond PEMDX PIMCO Emerging Markets Bond D
Emerging Markets Bond TGINX TCW Emerging Markets Income N
High Yield Bond HYFIX Harbor High-Yield Bond Inv
High Yield Bond HYINX Invesco High Yield Investor
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond NNHIX Nicholas High Income N
High Yield Bond STHYX Wells Fargo Advantage High Income Inv
Inflation-Protected Bond ACITX American Century Infl-Adj Bond Inv
Inflation-Protected Bond PRRDX PIMCO Real Return D
Inflation-Protected Bond WATPX Western Asset Inflation Idxd Plus Bd FI
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate Government FGOVX Fidelity Government Income
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv
Intermediate Government BGNMX American Century Ginnie Mae Inv
Intermediate Government MRGIX BMO Government Income Y
Intermediate Government MGIDX Managers Intermediate Duration Govt
Intermediate Government PGNDX PIMCO GNMA D
Intermediate Government STVSX Wells Fargo Advantage Government Sec Inv
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond BCOSX Baird Core Plus Bond Inv
Intermediate-Term Bond JAFIX Janus Flexible Bond T
Intermediate-Term Bond TGFNX TCW Core Fixed-Income N
Intermediate-Term Bond WAPIX Western Asset Core Bond FI
Intermediate-Term Bond WACIX Western Asset Core Plus Bond FI
LONG GOVERNMENT BTTRX American Century Zero Coupon 2025 Inv
LONG GOVERNMENT WHOSX Wasatch-Hoisington US Treasury
Multisector Bond PDVDX PIMCO Diversified Inc D
Multisector Bond PONDX PIMCO Income D
SHORT GOVERNMENT TWUSX American Century Short-Term Govt Inv
Short-Term Bond FSHBX Fidelity Short-Term Bond
Short-Term Bond ACSNX American Century Short Duration Inv
Short-Term Bond MSINX BMO Short-Term Income Y
Short-Term Bond DSTIX Dreyfus Short Term Income D
Short-Term Bond THOPX Thompson Bond
Short-Term Bond SSTBX Wells Fargo Advantage Short-Term Bd Inv
ULTRASHORT BOND MGSDX Managers Short Duration Government
ULTRASHORT BOND PSHDX PIMCO Short-Term D
ULTRASHORT BOND TSDOX Touchstone Ultra Short Dur F/I Z
ULTRASHORT BOND STADX Wells Fargo Advantage Ultra S/T Inc Inv
WORLD BOND LSGLX Loomis Sayles Global Bond Retail
WORLD BOND PFBDX PIMCO Foreign Bond (Unhedged) D
WORLD BOND PFODX PIMCO Foreign Bond (USD-Hedged) D
WORLD BOND PGSDX PIMCO Global Advantage Strategy Bd D
WORLD BOND PFBDX PIMCO Global Bond (Unhedged) D
REAL ESTATE
Global Real Estate NMMGX Northern Multi-Manager Glbl Real Estate
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE REACX American Century Real Estate Inv
REAL ESTATE MRESX Managers Real Estate Securities
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D

The following is a moderate-risk model portfolio constructed from the investment options of Fidelity Fund Picks.

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


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