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CHIQUITA SAVINGS and INVESTMENT PLAN
Investment Model Portfolios

Investment options of CHIQUITA SAVINGS and INVESTMENT PLAN

Total Available Funds: 25
Asset Class Ticker Description
Others
ROOT CASH Wells Fargo Cash Investment Money Mkt Money Mkt Fund
Moderate Allocation DODBX Dodge Cox Balance
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual Fund
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual Fund
US EQUITY
LARGE BLEND VFINX Wells Fargo S P 500 Index Common Collective Tr
LARGE VALUE DODGX Dodge Cox Stock
LARGE GROWTH SGRAX Wells Fargo Adv Growth Mutual Fund
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Mutual Fund
LARGE GROWTH AGTHX American Growth
Small Growth HIASX Hartford Small Company HLS Mutual Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth Mutual Fund
MID-CAP VALUE VASVX Vanguard Selected Value Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Mutual Fund
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Adv Government Securities Mutual Fund
Intermediate-Term Bond DODIX Dodge Cox Income
High Yield Bond PHIYX Pimco High Yield Mutual Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity Instl Mutual Fund

Investment model portfolios

We provide two types of investment model portfolios for CHIQUITA SAVINGS and INVESTMENT 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
CHIQUITA SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate NA 17.27% 1.48% 4.56% 3.29% 4.45% 7.41% 8.39%
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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