BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING PLAN

Total Available Funds: 25
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Administrative
Inflation-Protected Bond ACITX American Century Inflation Adj Treas
Others
Nontraditional Bond JSOAX JP Morgan Strategic Income Opportunities Fund A
Natural Resources RSNRX RS Global Natural Resources A
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Spec Minerals Cl A
ROOT CASH Fidelity Money Market
Moderate Allocation WEBAX GAMCO Westwood Balanced AAA
US EQUITY
LARGE VALUE ICSLX Mainstay ICAP Select Equity
LARGE BLEND OAKMX Oakmark I
LARGE GROWTH RGAFX American Growth Fund of Amerca CL R4
Small Growth WAAEX Wasatch Small Cap Growth
SMALL BLEND WFSVX Wells Fargo Small Cap Value Fd Cl A
MID-CAP VALUE HMVAX Hartford Mid Cap Class A
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund Class T
LARGE GROWTH NFEPX Columbia Marsico Focused Equity Z
LARGE GROWTH RYOCX Rydex Nasdaq-100 Investor
LARGE BLEND FSMKX Spartan 500 Index Fd Investor Class
MID-CAP BLEND RSVAX RS Value Fund Cl A
INTERNATIONAL EQUITY
WORLD STOCK WAGOX Wasatch Global Opportunities Retail
Foreign Large Growth WBIGX William Blair International Growth N
DIVERSIFIED PACIFIC/ASIA MAPIX Matthews Asia Dividend Investor Fund
PACIFIC/ASIA EX-JAPAN STK MSMLX Matthews Asia Small Companies Fund
Foreign Large Blend HIINX Harbor International Fd Investor
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares Inc
Emerging Market
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap Fd

Investment model portfolios

We provide two types of investment model portfolios for BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING 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
BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA 12.67% -0.59% 6.46% 4.14% 5.74% 7.25% 8.00%
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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