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Zimmer Puerto Rico Savings and Investment Program
Investment Model Portfolios

Investment options of Zimmer Puerto Rico Savings and Investment Program

Total Available Funds: 27
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth BGRFX Baron Capital Inc Baron Growth Fund
LARGE VALUE EILVX Eaton Vance Managed Investments Eaton Vance Large Cap Value I Fund
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Fund
LARGE GROWTH FDGRX Fidelity Investments Fidelity Growth Company Fund
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low Price Stock Fund
Small Growth PSCGX perimeter small cap growth
LARGE BLEND FUSEX Spartan 500 Index fund
FIXED INCOME
Intermediate-Term Bond PTTPX Pacific Investment Management Company PIMCO Total Return Institutional Fund
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX Arnhold and S. Bleichroeder Advisers LLC First Eagle Overseas Fund
FOREIGN SMALL/MID GROWTH PTSCX Forward Management LLC Forward International Small Companies Institutional Fund
Foreign Large Blend FDIVX Fidelity Diversified International fund
Others
ROOT ASOIX American Beacon Advisors Investments American Beacon Small Cap Value Fund
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 fund
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 fund
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 fund
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 fund
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 fund
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 fund
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 fund
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 fund
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 fund
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 fund
Target Date 2050+ FFKHX Fidelity Freedom K 2050 fund
not found no ticker Fidelity managed income portfolio
ROOT CASH fidelity us treasury money market
ROOT CASH fidelity retirement money market

Investment model portfolios

We provide two types of investment model portfolios for Zimmer Puerto Rico Savings and Investment Program 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Zimmer Puerto Rico Savings and Investment Program Tactical Asset Allocation Moderate NA 28.06% 5.50% 9.22% 7.62% 8.90% 8.50% 9.17%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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