EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN
Investment Model Portfolios

Investment options of EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN

Total Available Funds: 41
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth VMGIX Mid Cap Growth
SMALL BLEND NAESX Small Cap Blend
Small Growth GTSVX Invesco Small Cap Growth Fund
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
LARGE BLEND JALAX JH Lifestyle Aggressive
MID-CAP BLEND VIMSX Mid Cap Index Fund
LARGE BLEND VFINX 500 Index Fund
LARGE BLEND ISFIX Davis New York Venture Fund (Large Cap Blend)
LARGE GROWTH RGAFX The Growth Fund of America
MID-CAP VALUE VMVIX Mid Value Fund (Mid Cap Value)
LARGE BLEND VLACX U.S. Equity Fund (Large Cap Blend)
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Fund
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets Fund(International/Global Growth)
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
High Yield Bond FPIOX Strategic Income Opportunities Fund
High Yield Bond VWEHX High Yield Fund
WORLD BOND PGBIX PIMCO Global Bond Fund
Multisector Bond VTXVX JH Retirement Through 2015
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Value Fund
Others
Target Date 2051+ VFFVX JH Retirement Through 2055
Target Date 2046-2050 VFIFX JH Retirement Through 2050
Target Date 2041-2045 VTIVX JH Retirement Through 2045
Target Date 2036-2040 VFORX JH Retirement Through 2040
Target Date 2031-2035 VTTHX JH Retirement Through 2035
Target Date 2026-2030 VTHRX JH Retirement Through 2030
Target Date 2021-2025 VTTVX JH Retirement Through 2025
Target Date 2016-2020 VTWNX JH Retirement Through 2020
Target Date 2000-2010 VTENX JH Retirement Through 2010
Aggressive Allocation JILGX JH Lifestyle Growth
Moderate Allocation JALBX JH Lifestyle Balanced
Conservative Allocation JALMX JH Lifestyle Moderate
Conservative Allocation JILCX JH Lifestyle Conservative
Equity Energy VGENX Vanguard Energy Fund
Utilities XLU Utilities Fund
World Allocation MRLOX BlackRock Global Allocation Fund
REAL ESTATE
REAL ESTATE MRESX Real Estate Securities Fund
INTERNATIONAL EQUITY
WORLD STOCK MGCSX 10-Year Guaranteed Interest Account
Foreign Large Blend REREX EuroPacific Growth Fund (International/Global Blend)
WORLD STOCK OGLYX Oppenheimer Global Fund (International/Global Growth)
WORLD STOCK TEDRX Mutual Global Discovery Fund (International/Global Blend)

Investment model portfolios

We provide two types of investment model portfolios for EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate NA 32.63% 12.99% 12.09% 7.93% 8.10% 7.51%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000

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 Common Inception
EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Tactical Asset Allocation Moderate NA 35.19% 13.93% 14.29% 9.32% 9.35% 10.87%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000