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CAPGEMINI 401 K PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of CAPGEMINI 401 K PROFIT SHARING PLAN

Total Available Funds: 23
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Growth JAOSX Janus Investment Fund: Janus Overseas Fund; Class T Shares
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend FSIVX Fidelity Concord Street Trust: Spartan International Index Fund; Fidelity Advantage Class Shares
Others
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
US EQUITY
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE GROWTH FGCKX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class K Shares
LARGE GROWTH VMRAX Vanguard Morgan Growth Fund; Admiral Shares

Investment model portfolios

We provide two types of investment model portfolios for CAPGEMINI 401 K 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.

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 7.75% 14.93% 19.65% 15.81% 13.34% 14.55% 10.56% 8.81%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 7.09% 9.67% 10.86% 7.03% 6.46% 7.37% 6.08% 5.87%
Data as of 07/18/2025, AR inception is 12/31/2000