Methodist Health System 403B Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Freedom 2035 Fund Class K	FSNUX	B	U.S. All Cap	12	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	B	U.S. All Cap	13	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	B	U.S. All Cap	13	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Total Market Index	FSKAX	C	U.S. All Cap	16	0.05%
Fidelity Select Computers Portfolio	FDCPX	B	U.S. Large Cap	19	0.82%
Fidelity Select Retailing Portfolio	FSRPX	C	U.S. All Cap	19	0.82%
Fidelity Small Cap Stock Fund	FSLCX	B+	U.S. Small Cap	19	0.67%
Fidelity Select Consumer Discretionary Portfolio	FSCPX	F	U.S. All Cap	19	0.81%
Fidelity Select Construction & Housing Portfolio	FSHOX	A+	U.S. Mid Cap	19	0.81%
Fidelity Select Envir and Alt Energy Portfolio	FSLEX	C+	U.S. Mid Cap	19	0.97%
Fidelity Leveraged Company Stock Fund Class K	FLCKX	B	U.S. All Cap	20	0.68%
Fidelity Select Leisure Portfolio	FDLSX	F+	U.S. Mid Cap	20	0.81%
Fidelity Select IT Services Portfolio	FBSOX	F	U.S. Large Cap	21	0.83%
Fidelity Stock Selector Small Cap Fund	FDSCX	C+	U.S. Small Cap	21	0.91%
Fidelity Select Communications Equip Portfolio	FSDCX	B	U.S. All Cap	21	0.9%
Fidelity Select Automotive Portfolio	FSAVX	A+	U.S. Mid Cap	23	0.84%
Hodges Small Cap Fund Institutional Class	HDSIX	A+	U.S. Small Cap	24	1.02%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	4	0%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	5	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	7	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	8	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	9	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	B	U.S. All Cap	10	0%
U.S. Equities - Growth
Fidelity Select Health Care Portfolio	FSPHX	C-	U.S. Mid Cap - Growth	17	0.76%
Fidelity Capital Appreciation Fund Class K	FCAKX	A--	U.S. All Cap - Growth	18	0.63%
Fidelity Worldwide Fund	FWWFX	B--	U.S. All Cap - Growth	18	1.08%
Fidelity Fund Class K	FFDKX	B--	U.S. Large Cap - Growth	18	0.41%
Fidelity Select Medical Equipment and Systems Portfolio	FSMEX	A-	U.S. Mid Cap - Growth	19	0.79%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Fidelity Growth Discovery Fund Class K	FGDKX	B--	U.S. All Cap - Growth	19	0.67%
T. Rowe Price New Horizons Fund	PRNHX	C-	U.S. Mid Cap - Growth	20	0.8%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Fidelity Focused Stock Fund	FTQGX	C--	U.S. All Cap - Growth	21	0.89%
Fidelity OTC Portfolio Class K	FOCKX	B--	U.S. All Cap - Growth	22	0.6%
Fidelity Trend Fund	FTRNX	F--	U.S. All Cap - Growth	22	0.78%
Fidelity Growth Company Fund Class K	FGCKX	B--	U.S. All Cap - Growth	23	0.71%
Fidelity Blue Chip Growth Fund Class K	FBGKX	B--	U.S. All Cap - Growth	23	0.6%
Fidelity Select Biotechnology Portfolio	FBIOX	F	U.S. Micro Cap - Growth	26	0.75%
Fidelity Select Semiconductors Portfolio	FSELX	A-	U.S. Mid Cap - Growth	31	0.79%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I	MPEGX	F-	U.S. Mid Cap - Growth	35	0.7%
U.S. Equities - Value
Fidelity Select Consumer Staples Portfolio	FDFAX	C++	U.S. Mega Cap - Value	12	0.79%
Dodge & Cox Balanced Fund	DODBX	A++	U.S. All Cap - Value	12	0.53%
Fidelity Equity-Income Fund Class K	FEIKX	B++	U.S. Mega Cap - Value	14	0.52%
FPA Capital Fund	FPPTX	F++	U.S. Small Cap - Value	15	0.83%
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
Fidelity Mega Cap Stock Fund	FGRTX	A++	U.S. Mega Cap - Value	17	0.68%
Fidelity Large Cap Stock Fund	FLCSX	B++	U.S. All Cap - Value	17	0.88%
Fidelity Select Transportation Portfolio	FSRFX	B++	U.S. Mid Cap - Value	18	0.84%
Fidelity Mid-Cap Stock Fund Class K	FKMCX	C++	U.S. Mid Cap - Value	18	0.65%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Fidelity Select Health Care Services Portfolio	FSHCX	C++	U.S. Mega Cap - Value	19	0.82%
Fidelity Select Insurance Portfolio	FSPCX	F++	U.S. All Cap - Value	19	0.82%
Fidelity Select Industrials Portfolio	FCYIX	F++	U.S. Mid Cap - Value	20	0.81%
Fidelity Select Materials Portfolio	FSDPX	C++	U.S. Mid Cap - Value	21	0.82%
Fidelity Value Fund Class K	FVLKX	A++	U.S. Mid Cap - Value	21	0.52%
Fidelity Select Chemicals Portfolio	FSCHX	D++	U.S. Mid Cap - Value	22	0.8%
Fidelity Select Defense & Aerospace Portfolio	FSDAX	F++	U.S. Mid Cap - Value	23	0.81%
Fidelity Select Consumer Finance Portfolio	FSVLX	A++	U.S. Mid Cap - Value	24	0.83%
Fidelity Select Portfolios Air Transportation Portfolio	FSAIX	F++	U.S. Mid Cap - Value	24	0.86%
Fidelity Select Financial Services Portfolio	FIDSX	C++	U.S. All Cap - Value	25	0.81%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Fidelity Select Banking Portfolio	FSRBX	D++	U.S. Small Cap - Value	33	0.8%
Fidelity Select Energy Portfolio	FSENX	A++	U.S. Small Cap - Value	36	0.8%
Fidelity Select Energy Service Portfolio	FSESX	B++	U.S. Small Cap - Value	47	0.8%
Specialty
Fidelity Real Estate Investment Portfolio	FRESX	B++	U.S. Real Estate	17	0.8%
Fidelity Select Gold Portfolio	FSAGX	C--	Gold	34	0.91%
Global & Intl. Equity
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	14	0.78%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Fidelity Canada Fund	FICDX	A++	International Small Cap	15	0.86%
Fidelity International Discovery Fund Class K	FIDKX	A-	International Large Cap - Growth	15	0.83%
Fidelity International Capital Appreciation Fund	FIVFX	C-	International Large Cap - Growth	16	1.12%
Fidelity Freedom Income Class K	FNSHX	B	Emerging Markets	4	0%
Other
Fidelity Select Industrial Equipment Portfolio	FSCGX		Other	0	0.78%
Fidelity Export and Multinational Fund Class K	FEXKX		Other	0	0.63%
Fidelity Independence Fund Class K	FDFKX		Other	0	0.5%

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