OLD REPUBLIC INTERNATIONAL CORPORATION EMPLOYEES SAVINGS AND STOCK OWNERSHIP PLAN
Investment Model Portfolios

Investment options of OLD REPUBLIC INTERNATIONAL CORPORATION EMPLOYEES SAVINGS AND STOCK OWNERSHIP PLAN

Total Available Funds: 23
Asset Class Ticker Description
US EQUITY
LARGE BLEND FFIDX FIDELITY FUND
LARGE VALUE FEQIX FIDELITY EQUITY-INCOME FUND
MID-CAP VALUE FDVLX FIDELITY VALUE FUND
LARGE BLEND FSTMX SPARTAN MARKET INDEX FUND
Mid-Cap Growth FDEGX FIDELITY AGGRESSIVE GROWTH FUND
LARGE BLEND FDGFX FIDELITY DIVIDEND GROWTH FUND
Small Growth FDSCX FIDELITY SMALL CAP INDEPENDENCE FUND
Mid-Cap Growth FMCSX FIDELITY MID-CAP STOCK FUND
MID-CAP BLEND FSEMX SPARTAN EXTENDED MARKET INDEX FUND
FIXED INCOME
Intermediate-Term Bond FBNDX FIDELITY INVESTMENT GRADE BOND FUND
Intermediate-Term Bond TAIBX FIDELITY INTERMEDIATE TERM BOND FUND
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME FUND
Short-Term Bond FSHBX FIDELITY SHORT-TERM BOND FUND
Others
ROOT CASH FIDELITY CASH RESERVES
Retirement Income FFFAX FIDELITY FREEDOM INCOME FUND
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000 FUND
Target Date 2000-2010 FFFCX FIDELITY FREEDOM 2010 FUND
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020 FUND
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030 FUND
Target Date 2036-2040 FFFFX FIDELITY FREEDOM 2040 FUND
Target Date 2050+ FFFHX FIDELITY FREEDOM 2050 FUND
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX FIDELITY DIVERSIFIED INTERNATIONAL FUND
Foreign Large Blend FSIIX SPARTAN INTERNATIONAL INDEX FUND

Investment model portfolios

We provide two types of investment model portfolios for OLD REPUBLIC INTERNATIONAL CORPORATION EMPLOYEES SAVINGS AND STOCK OWNERSHIP 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.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
OLD REPUBLIC INTERNATIONAL CORPORATION EMPLOYEES SAVINGS AND STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate NA 20.08% 0.93% 2.99% 3.26% 4.76% 6.19% 6.67%
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%

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