Swedish Health Services 403(b) Retirement Plan Investment Model Portfolios

Investment options of Swedish Health Services 403(b) Retirement Plan

Total Available Funds: 193

Asset Class

Ticker

Description

FIXED INCOME
High Yield Bond	FHIFX	Fidelity Focused High Income
SHORT GOVERNMENT	FSBAX	Fidelity Spartan S/T Tr Bd Idx Fid Advt
WORLD BOND	FGBFX	Fidelity Global Bond
Intermediate Government	FGMNX	Fidelity GNMA Fund
ULTRASHORT BOND	FUSFX	Fidelity Ultra-Short Bond
Inflation-Protected Bond	FINPX	Fidelity Inflation-Protected Bond
High Yield Bond	FSADX	Strategic Advisers Inc Opps Fd of Fds
Intermediate Government	FSTGX	Fidelity Intermediate Government Inc
WORLD BOND	FINUX	Fidelity International Bond
High Yield Bond	FGHNX	Fidelity Global High Income
Intermediate-Term Bond	FSITX	Fidelity Spartan US Bond Idx Advtg
Intermediate Government	FIBAX	Fidelity Spartan Interm Trs Bd Idx Advtg
Emerging Markets Bond	FNMIX	Fidelity New Markets Income
Multisector Bond	FSICX	Fidelity Strategic Income
ULTRASHORT BOND	FCONX	Fidelity Conservative Income Bond
Bank Loan	FFRHX	Fidelity Floating Rate High Income
Intermediate-Term Bond	FTBFX	Fidelity Total Bond
Inflation-Protected Bond	FSIYX	Fidelity Spartan Infl-Prot Bd Idx Fid Ad
Intermediate Government	FGOVX	Fidelity Government Income
LONG GOVERNMENT	FLBAX	Fidelity Spartan L/T Tr Bd Idx Fid Advt
Intermediate-Term Bond	FCBFX	Fidelity Corporate Bond
Intermediate-Term Bond	FBNDX	Fidelity Investment Grade Bond
Intermediate-Term Bond	FMSFX	Fidelity Mortgage Secs
Intermediate-Term Bond	FTHRX	Fidelity Intermediate Bond
SHORT GOVERNMENT	FFXSX	Fidelity Instl Shrt-Interm Govt
Short-Term Bond	FSHBX	Fidelity Short-Term Bond
Intermediate-Term Bond	FWHBX	Strategic Advisers Core Inc Multi-Mgr
High Yield Bond	FAGIX	Fidelity Capital & Income
High Yield Bond	SPHIX	Fidelity High Income

Others
Target Date 2011-2015	FKVFX	Fidelity Freedom K 2015
Target Date 2021-2025	FKTWX	Fidelity Freedom K 2025
MISCELLANEOUS SECTOR	FSHOX	Fidelity Select Construction & Housing
Health	FBIOX	Fidelity Select Biotechnology
MISCELLANEOUS SECTOR	FSAVX	Fidelity Select Automotive
Moderate Allocation	FASGX	Fidelity Asset Manager 70%
Communications	FBMPX	Fidelity Select Multimedia
Conservative Allocation	FSRRX	Fidelity Strategic Real Return
Financial	FSRBX	Fidelity Select Banking
Conservative Allocation	FTANX	Fidelity Asset Manager 30%
Utilities	FSUTX	Fidelity Select Utilities Portfolio
Aggressive Allocation	FAMRX	Fidelity Asset Manager 85%
Industrials	FCYIX	Fidelity Select Industrials
Equity Energy	FSESX	Fidelity Select Energy Service
ROOT	FRTXX	FID RETIRE MMKT
Conservative Allocation	FFANX	Fidelity Asset Manager 40%
ROOT	FGRXX	FID US GOVT RES
World Allocation	FDYSX	Fidelity Global Strategies
Health	FSMEX	Fidelity Select Medical Equip & Systems
MISCELLANEOUS SECTOR	FSLEX	Fidelity Select Envir and Alt Energy
Industrials	FSCGX	Fidelity Select Industrial Equipment
World Allocation	FGBLX	Fidelity Global Balanced
MISCELLANEOUS SECTOR	FBSOX	Fidelity Select IT Services
ROOT	SPAXX	FID GOVT MMKT
Health	FSPHX	Fidelity Select Health Care
MISCELLANEOUS SECTOR	FSCHX	Fidelity Select Chemicals
Health	FPHAX	Fidelity Select Pharmaceuticals
Industrials	FSRFX	Fidelity Select Transportation
Equity Energy	FSNGX	Fidelity Select Natural Gas
Natural Resources	FSDPX	Fidelity Select Materials
Financial	FSVLX	Fidelity Select Consumer Finance
Target Date 2046-2050	FFKHX	Fidelity Freedom K 2050
Equity Energy	FSENX	Fidelity Select Energy
Communications	FWRLX	Fidelity Select Wireless
Moderate Allocation	FBALX	Fidelity Balanced
Moderate Allocation	FSANX	Fidelity Asset Manager 60%
Financial	FSLBX	Fidelity Select Brokerage & Invmt Mgmt
ROOT	FSLXX
Consumer Cyclical	FDLSX	Fidelity Select Leisure
ROOT	FDRXX	FID CASH RESRVE
Target Date 2036-2040	FFKFX	Fidelity Freedom K 2040
Technology	FSELX	Fidelity Select Electronics
Utilities	FIUIX	Fidelity Telecom and Utilities
Moderate Allocation	FASMX	Fidelity Asset Manager 50%
Financial	FIDSX	Fidelity Select Financial Services
Technology	FSPTX	Fidelity Select Technology
Communications	FSTCX	Fidelity Select Telecommunications
Technology	FDCPX	Fidelity Select Computers
Target Date 2041-2045	FFKGX	Fidelity Freedom K 2045
Target Date 2000-2010	FFKVX	Fidelity Freedom K 2005
Financial	FSPCX	Fidelity Select Insurance
Target Date 2016-2020	FFKDX	Fidelity Freedom K 2020
Industrials	FSAIX	Fidelity Select Air Transportation
ROOT	SPRXX	FID MONEY MARKET
Health	FSHCX	Fidelity Select Medical Delivery
Target Date 2000-2010	FFKCX	Fidelity Freedom K 2010
Target Date 2026-2030	FFKEX	Fidelity Freedom K 2030
Technology	FSCSX	Fidelity Select Software & Comp
Consumer Cyclical	FSRPX	Fidelity Select Retailing
Natural Resources	FFGCX	Fidelity Global Cmdty Stk
Communications	FSDCX	Fidelity Select Communications Equip
Target Date 2050+	FDENX	Fidelity Freedom K 2055
ROOT	FDLXX	FID US TREA MM
EQUITY PRECIOUS METALS	FSAGX	Fidelity Select Gold
Consumer Cyclical	FSCPX	Fidelity Select Consumer Discretionary
Conservative Allocation	FASIX	Fidelity Asset Manager 20%
Retirement Income	FFKAX	Fidelity Freedom K Income
Natural Resources	FNARX	Fidelity Select Natural Resources
ROOT	FGMXX	FID RET GOVT MM
Convertibles	FCVSX	Fidelity Convertible Securities
Moderate Allocation	FPURX	Fidelity Puritan
Aggressive Allocation	FFNOX	Fidelity Four-in-One Index
Consumer Defensive	FDFAX	Fidelity Select Consumer Staples
Industrials	FSDAX	Fidelity Select Defense & Aerospace
Target Date 2000-2010	FFKBX	Fidelity Freedom K 2000

US EQUITY
LARGE BLEND	FLAUX	Fidelity Strat Advs Cor Multi-Mgr
LARGE VALUE	FKMOX	Fidelity Strat Advs Val Multi-Mgr
Small Growth	FCPGX	Fidelity Small Cap Growth
MID-CAP BLEND	FSEVX	Fidelity Spartan Extnd Mkt Idx Advtg
LARGE GROWTH	FLGEX	Fidelity Large Cap Growth Enhanced Index
Mid-Cap Growth	FMCSX	Fidelity Mid-Cap Stock
LARGE BLEND	FGRIX	Fidelity Growth & Income
LARGE GROWTH	FCNTX	Fidelity Contrafund
MID-CAP BLEND	FLVCX	Fidelity Leveraged Company Stock
SMALL BLEND	FCPEX	Fidelity Small Cap Enhanced Index
LARGE VALUE	FEQIX	Fidelity Equity-Income
LARGE BLEND	FVDFX	Fidelity Value Discovery
LARGE GROWTH	FDSVX	Fidelity Growth Discovery
LARGE GROWTH	FEXPX	Fidelity Export & Multinational
Mid-Cap Growth	FDEGX	Fidelity Growth Strategies
SMALL VALUE	FCPVX	Fidelity Small Cap Value
LARGE GROWTH	FNCMX	Fidelity Nasdaq Composite Index
LARGE GROWTH	FDFFX	Fidelity Independence
MID-CAP VALUE	FSMVX	Fidelity Mid Cap Value
LARGE GROWTH	FMILX	Fidelity New Millennium
LARGE GROWTH	FTRNX	Fidelity Trend
LARGE BLEND	FSTVX	Fidelity Spartan Total Mkt Idx Advtg
SMALL BLEND	FSSVX	Fidelity Spartan Sm Cp Idx Advtg
LARGE GROWTH	FDSSX	Fidelity Stock Selector All Cap
SMALL BLEND	FDSCX	Fidelity Stock Selector Sm Cp
LARGE GROWTH	FFTYX	Fidelity Fifty
LARGE GROWTH	FMAGX	Fidelity Magellan
LARGE GROWTH	FFIDX	Fidelity
MID-CAP BLEND	FMEIX	Fidelity Mid Cap Enhanced Index
LARGE BLEND	FLCSX	Fidelity Large Cap Stock
LARGE BLEND	FGRTX	Fidelity Mega Cap Stock
LARGE GROWTH	FOCPX	Fidelity OTC
MID-CAP BLEND	FLPSX	Fidelity Low-Priced Stock
LARGE VALUE	FEQTX	Fidelity Equity Dividend Income
LARGE GROWTH	FDGRX	Fidelity Growth Company
LARGE GROWTH	FDCAX	Fidelity Capital Appreciation
LARGE VALUE	FSDIX	Fidelity Strategic Dividend & Income
MID-CAP BLEND	FSLCX	Fidelity Small Cap Stock
LARGE BLEND	FDEQX	Fidelity Disciplined Equity
LARGE GROWTH	FTQGX	Fidelity Focused Stock
LARGE VALUE	FSLVX	Fidelity Stock Selec Lg Cp Val
MID-CAP BLEND	FSCKX	Fidelity Spartan Mid Cap Idx Advtg
LARGE GROWTH	FMELX	Fidelity Strat Advs Gr Multi-Mgr
MID-CAP BLEND	FSLSX	Fidelity Value Strategies
LARGE VALUE	FLVEX	Fidelity Large Cap Value Enhanced Index
LARGE BLEND	FDGFX	Fidelity Dividend Growth
LARGE VALUE	FBCVX	Fidelity Blue Chip Value
SMALL BLEND	FSCRX	Fidelity Small Cap Discovery
MID-CAP VALUE	FDVLX	Fidelity Value
LARGE GROWTH	FBGRX	Fidelity Blue Chip Growth
Mid-Cap Growth	FSSMX	Fidelity Stock Selector Mid Cp
SMALL BLEND	FNAPX	Strategic Advisers Sm-Mid Cp Multi-Mgr
LARGE BLEND	FLCEX	Fidelity Large Cap Core Enhanced Index
LARGE BLEND	FXSIX	Fidelity Spartan 500 Index Institutional

Emerging Market
DIVERSIFIED EMERGING MKTS	FEMEX	Fidelity EMEA
DIVERSIFIED EMERGING MKTS	FEDDX	Fidelity Emerg Mkts Discv
DIVERSIFIED EMERGING MKTS	FLILX	Strategic Advisers Emerg Mkts Fd of Fds
DIVERSIFIED EMERGING MKTS	FTEMX	Fidelity Total Emerg Mkts
DIVERSIFIED EMERGING MKTS	FPMAX	Fidelity Spartan EMkts Idx Advtg
Latin America Stock	FLATX	Fidelity Latin America
China Region	FHKCX	Fidelity China Region
DIVERSIFIED EMERGING MKTS	FEMKX	Fidelity Emerging Markets

INTERNATIONAL EQUITY
WORLD STOCK	FWWFX	Fidelity Worldwide
EUROPE STOCK	FNORX	Fidelity Nordic
Foreign Large Blend	FSGDX	Fidelity Spartan Glb ex US Idx Advtg
JAPAN STOCK	FJPNX	Fidelity Japan
WORLD STOCK	FGILX	Fidelity Global Equity Income
Foreign Large Growth	FIGFX	Fidelity International Growth
Foreign Large Blend	FDIVX	Fidelity Diversified International
Foreign Large Blend	FIENX	Fidelity International Enhanced Index
PACIFIC/ASIA EX-JAPAN STK	FSEAX	Fidelity Emerging Asia
Foreign Large Blend	FSIVX	Fidelity Spartan Intl Idx Advtg
DIVERSIFIED PACIFIC/ASIA	FPBFX	Fidelity Pacific Basin
Foreign Large Blend	FOSFX	Fidelity Overseas
JAPAN STOCK	FJSCX	Fidelity Japan Smaller Companies
Foreign Large Growth	FIVFX	Fidelity International Capital Apprec
FOREIGN SMALL/MID GROWTH	FSCOX	Fidelity International Small Cap Opp
Foreign Large Blend	FIGRX	Fidelity International Discovery
Foreign Large Growth	FICDX	Fidelity Canada
EUROPE STOCK	FIEUX	Fidelity Europe
FOREIGN SMALL/MID GROWTH	FISMX	Fidelity International Small Cap
Foreign Large Value	FIVLX	Fidelity International Value
Foreign Large Blend	FMJDX	Strategic Advisers Intl Multi-Mgr
Foreign Large Blend	FTIEX	Fidelity Total International Equity
EUROPE STOCK	FECAX	Fidelity Europe Capital Appreciation

REAL ESTATE
REAL ESTATE	FRESX	Fidelity Real Estate Investment
Global Real Estate	FIREX	Fidelity International Real Estate
REAL ESTATE	FSRVX	Fidelity Spartan Real Estate Idx Advtg
REAL ESTATE	FRIFX	Fidelity Real Estate Income

Investment model portfolios

We provide two types of investment model portfolios for Swedish Health Services 403(b) Retirement Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

Retirement Plan (401(k)) Info for Swedish Health Services 403(b) Retirement Plan

SWEDISH HEALTH SERVICES 403(B) RETIREMENT PLAN

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