Team, Inc. Salary Deferral Plan
Investment Model Portfolios

Investment options of Team, Inc. Salary Deferral Plan

Total Available Funds: 25
Asset Class Ticker Description
Others
ROOT CASH Fidelity Cash Management Prime Fund
ROOT CASH Fidelity Institutional Cash Portfolio
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 Fund Class A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 Fund Class A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 Fund Class A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 Fund Class A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 Fund Class A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 Fund Class A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 Fund Class A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 Fund Class A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 Fund Class A
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 Fund Class A
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund Class A
FIXED INCOME
Intermediate-Term Bond CFICX Calvert Income Fund Class A
Multisector Bond LBFAX Loomis Sayles Bond Fund Administrative Class
US EQUITY
LARGE BLEND DSPIX Dreyfus Basic S P 500 Stock Index Fund
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A
Mid-Cap Growth EVGFX Eaton Vance Multi Cap Growth Fund Class A
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund Class A
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock Fund Class A
SMALL BLEND FSCDX Fidelity Advisor Small Cap Fund Class A
LARGE GROWTH FNIAX Fidelity Advisor New Insights Fund Class A
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Advisory International Growth Fund Class S
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Class A
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX Fidelity Advisor Emerging Mkts Fund Class A

Investment model portfolios

We provide two types of investment model portfolios for Team, Inc. Salary Deferral 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
Team, Inc. Salary Deferral Plan Tactical Asset Allocation Moderate NA 23.77% 1.56% 5.52% 4.29% 5.15% 7.81% 8.64%
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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