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West Coast Bancorp 401(k) Plan
Investment Model Portfolios

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Investment options of West Coast Bancorp 401(k) Plan

Total Available Funds: 13
Asset Class Ticker Description
Others
Moderate Allocation FSTBX Federated Stock & Bond Fund
Conservative Allocation ACCAX American Century Strategic Allocations Conservative Fund
Moderate Allocation ASAMX American Century Strategic Allocations Moderate Fund
ROOT CASH Federated Government Obligations Fund
US EQUITY
SMALL VALUE QISVX Federated MDT Small Cap Fund
LARGE BLEND FISPX Federated Max-Cap Fund
Mid-Cap Growth KAUFX Federated Kaufmann Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Mid-Cap Growth BGRFX Baron Growth
LARGE VALUE MSYSX Mangers AMG Systematic Value Fund
FIXED INCOME
High Yield Bond FHIIX Federated High Income Bond Fund
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Fund

Investment model portfolios

We provide two types of investment model portfolios for West Coast Bancorp 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
West Coast Bancorp 401(k) Plan Tactical Asset Allocation Moderate NA 21.67% 1.16% 5.37% 3.62% 4.53% 5.57% 6.06%
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