WEBSTER BANK RETIREMENT SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 32
Asset Class |
Ticker
| Description |
FIXED INCOME |
|
|
Intermediate-Term Bond |
PTTRX |
Pacific Investment Management Company Total Return Fund-Institutional Class |
|
US EQUITY |
|
|
LARGE GROWTH |
RGAEX |
American Funds Growth Fund of Amer Class R4 |
Mid-Cap Growth |
FMCSX |
Fidelity Mid Cap Stock Fund |
LARGE GROWTH |
FDGRX |
Fidelity Growth Company Fund |
SMALL BLEND |
FSLCX |
Fidelity Small Cap Stock Fund |
LARGE VALUE |
FEQIX |
Fidelity Equity-Income Fund |
LARGE VALUE |
RWMEX |
American Funds Washington Mutual Investors Fund Class R4 |
LARGE BLEND |
FSTMX |
Spartan Total Mkt Index Fund |
LARGE BLEND |
NYVTX |
Davis NY Venture A |
SMALL BLEND |
PENNX |
Royce Pennsylvania Mutual Investment Fund |
MID-CAP VALUE |
FDVLX |
Fidelity Value Fund |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Growth |
FDIVX |
Fidelity Diversified International Fund |
WORLD STOCK |
FWWFX |
Fidelity Worldwide Fund |
Foreign Large Value |
DODFX |
Dodge Cox International Fund |
Foreign Large Blend |
FSIIX |
Spartan International Index Fund |
|
Others |
|
|
Moderate Allocation |
FBALX |
Fidelity Balanced Fund |
Target Date 2016-2020 |
FFFDX |
Fidelity Freedom 2020 Fund |
Target Date 2026-2030 |
FFFEX |
Fidelity Freedom 2030 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 |
Target Date 2050+ |
FFFHX |
Fidelity Freedom 2050 Fund |
Target Date 2041-2045 |
FFFGX |
Fidelity Freedom 2045 Fund |
Retirement Income |
FFFAX |
Fidelity Freedom Income Fund |
Target Date 2000-2010 |
FFFBX |
Fidelity Freedom 2000 Fund |
Target Date 2000-2010 |
FFFVX |
Fidelity Freedom 2005 Fund |
unknown |
unknown |
Fidelity Managed Income Portfolio |
EQUITY |
WBS |
Webster Financial Corporation |
ROOT |
CASH |
Fidelity US Treasury MM |
Financial |
FSLBX |
Fidelity Brokerage Link |
|
The following is a moderate-risk model portfolio constructed from the investment options of WEBSTER BANK 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 WEBSTER BANK RETIREMENT SAVINGS PLAN