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Tileco Inc. 401(k) Plan
Investment Model Portfolios

Investment options of Tileco Inc. 401(k) Plan

Total Available Funds: 28
Asset Class Ticker Description
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond A
Inflation-Protected Bond ACITX American Century Infl-Adj Bond Inv
Intermediate-Term Bond VBIIX Vanguard Interm-Term Bond Index Inv
Multisector Bond LSBRX Loomis Sayles Bond Retail
High Yield Bond MWHYX Metropolitan West High Yield Bond M
Intermediate Government CPTNX American Century Gov't Bond Inv
Short-Term Bond LALDX Lord Abbett Short Duration Income A
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend MRSAX MFS Research International A
WORLD STOCK RWIEX American Funds Capital World G/I R4
Foreign Large Blend ARTIX Artisan International Inv
US EQUITY
LARGE BLEND SICWX Sentinel Common Stock A
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv
MID-CAP BLEND FEFAX First Eagle Fund of America A
Mid-Cap Growth HAGAX Eagle Mid Cap Growth A
Small Growth HRSCX Eagle Small Cap Growth A
SMALL VALUE DEVLX Delaware Small Cap Value A
MID-CAP VALUE WFPAX Wells Fargo Adv Spec Md Cp Val A
SMALL BLEND VSTCX Vanguard Strategic Sml Cap Eq-Inv
Others
Equity Energy BACAX BlackRock All-Cap Engy & Res Investor A
Technology WSTYX Ivy Science & Technology Y
Utilities MMUHX MFS Utilities R3
World Allocation SGENX First Eagle Global A
Moderate Allocation OAKBX Oakmark Equity & Income I
Managed Futures AMFAX Natixis ASG Managed Futures Strategy A
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PIMCO Commodity Real Ret Strat A
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities A

Investment model portfolios

We provide two types of investment model portfolios for Tileco Inc. 401(k) 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Tileco Inc. 401(k) Plan Tactical Asset Allocation Moderate NA 15.15% 1.09% 5.39% 3.27% 4.65% 7.42% 8.92%
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%
Data as of 10/31/2024, AR inception is 12/31/2000

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