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CANADIAN NATIONAL RAILWAY COMPANY UNION SAVINGS PLAN FOR U.S. OPERATIONS
Investment Model Portfolios

The symbol of the company is CNI .

Investment options of CANADIAN NATIONAL RAILWAY COMPANY UNION SAVINGS PLAN FOR U.S. OPERATIONS

Total Available Funds: 20
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth
Foreign Large Blend FSIIX Fidelity Spartan International Index
US EQUITY
LARGE BLEND AIVSX American Funds Investment Company of America
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index
SMALL BLEND ICSCX ICM Small Company
SMALL BLEND BSCAX Northern Institutional Small Company Index Portfolio
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index
Others
Retirement Income FFFAX Fidelity Freedom Income Fund
Moderate Allocation VBINX Vanguard Balanced Index
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2050+ FFFHX Fidelity Freedom 2050
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return

Investment model portfolios

We provide two types of investment model portfolios for CANADIAN NATIONAL RAILWAY COMPANY UNION SAVINGS PLAN FOR U.S. OPERATIONS 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
CANADIAN NATIONAL RAILWAY COMPANY UNION SAVINGS PLAN FOR U.S. OPERATIONS Tactical Asset Allocation Moderate NA 1.64% 2.12% 1.95% 2.36% 4.19% 5.05% 5.62%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000