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LIBERTY MUTUAL EMPLOYEES` THRIFT-INCENTIVE PLAN
Investment Model Portfolios

Investment options of LIBERTY MUTUAL EMPLOYEES` THRIFT-INCENTIVE PLAN

Total Available Funds: 17
Asset Class Ticker Description
Emerging Market
Emerging Market VEIEX Capital Guardian Emerging Markets
US EQUITY
US EQUITY VTSMX Equity Index
MID-CAP BLEND VIMSX Mid-Cap Index
SMALL VALUE VISVX Peregrine Small Cap Value Portfolio
US Small Cap NAESX Small-Cap Index
Mid-Cap Growth VMGIX Wellington Mid-Cap Opportunities Portfolio
Small Growth VISGX Westfield Capital Small Cap Growth Portfolio
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK MIPTX Matthews Pacific Tiger
Foreign Large Blend INLDX Morgan Stanley International Equity Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Fixed Income Portfolio
SHORT GOVERNMENT STABLEVALUE Stable Value
High Yield Bond SHHYX Stone Harbor Global High Yield
Others
not found no ticker Pre-Mixed Portfolio 1
not found no ticker Pre-Mixed Portfolio 2
not found no ticker Pre-Mixed Portfolio 3
Target Date 2000-2010 VTENX Retirement Target Date 2010
Target Date 2016-2020 VTWNX Retirement Target Date 2020

Investment model portfolios

We provide two types of investment model portfolios for LIBERTY MUTUAL EMPLOYEES` THRIFT-INCENTIVE 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 Inception
LIBERTY MUTUAL EMPLOYEES` THRIFT-INCENTIVE PLAN Strategic Asset Allocation - Optimal Moderate 1.74% 13.84% 11.93% 13.00% 7.47% 7.90% 7.29% 7.62%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception 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 Inception
LIBERTY MUTUAL EMPLOYEES` THRIFT-INCENTIVE PLAN Tactical Asset Allocation Moderate -2.29% 12.28% 7.80% 8.18% 4.29% 4.10% 6.61% 7.53%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000