Select Page

Case New Holland Inc.Retirement Savings Plan
Investment Model Portfolios

Investment options of Case New Holland Inc.Retirement Savings Plan

Total Available Funds: 23
Asset Class Ticker Description
US EQUITY
LARGE GROWTH RAFFX AF AMCAP R5
Small Growth VISGX CADENCE SM CAP GRTH
LARGE VALUE NQCRX NWQ LARGE VALUE
MID-CAP VALUE ABSIX RIVER ROAD SMMID VAL
MID-CAP BLEND VIEIX VANG EXT MKT IDX INS
LARGE BLEND VINIX VANGUARD INST INDEX
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
Foreign Large Blend DODFX DODGE & COX INTL STK
Foreign Large Blend VIDMX VANG DEV MKTS INST
Others
ROOT CNH CNH GLOBAL STK
not found no ticker FIDELITY MIP II CL 3
Target Date 2000-2010 VTENX VANG TARGET RET 2010
Target Date 2011-2015 VTXVX VANG TARGET RET 2015
Target Date 2016-2020 VTWNX VANG TARGET RET 2020
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2026-2030 VTHRX VANG TARGET RET 2030
Target Date 2031-2035 VTTHX VANG TARGET RET 2035
Target Date 2036-2040 VFORX VANG TARGET RET 2040
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Target Date 2046-2050 VFIFX VANG TARGET RET 2050
Retirement Income VTINX VANG TARGET RET INC
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST

Investment model portfolios

We provide two types of investment model portfolios for Case New Holland Inc.Retirement Savings 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Case New Holland Inc.Retirement Savings Plan Strategic Asset Allocation - Optimal Moderate NA 25.28% 1.18% 5.56% 5.51% 7.11% 6.31% 6.79%
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

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
Case New Holland Inc.Retirement Savings Plan Tactical Asset Allocation Moderate NA 18.84% -0.34% 4.57% 3.42% 4.17% 5.25% 6.38%
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