Georgetown Hill Early School 401k
Investment Model Portfolios

Investment options of Georgetown Hill Early School 401k

Total Available Funds: 44
Asset Class Ticker Description
Others
World Allocation RIRCX American Funds Capital Inc Bldr R3
Conservative Allocation RNCCX American Funds Income R-3
World Allocation MRLOX BlackRock Global Allocation R
Health ETHSX Eaton Vance Worldwide Health Sci A
EQUITY PRECIOUS METALS FGDAX Fidelity Advisor Gold A
World Allocation SGENX First Eagle Global A
Utilities FRURX Franklin Utilities R
Long/Short Equity GATEX Gateway A
Natural Resources JNRRX Prudential Jennison Natural Resources R
Moderate Allocation RBACX American Funds Balanced Port R-3
Target Date 2000-2010 RCATX American Funds Trgt Date Ret 2010 R3
Target Date 2016-2020 RCCTX American Funds Trgt Date Ret 2020 R3
Target Date 2021-2025 RCDTX American Funds Trgt Date Ret 2025 R3
Target Date 2026-2030 RCETX American Funds Trgt Date Ret 2030 R3
Target Date 2031-2035 RCFTX American Funds Trgt Date Ret 2035 R3
Target Date 2036-2040 RCKTX American Funds Trgt Date Ret 2040 R3
Target Date 2041-2045 RCHTX American Funds Trgt Date Ret 2045 R3
Target Date 2046-2050 RCITX American Funds Trgt Date Ret 2050 R3
ROOT CASH CRSXX
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
WORLD STOCK RGLCX American Funds Global Growth R-3
WORLD STOCK RGPCX American Funds Growth R-3
WORLD STOCK CFIPX Legg Mason Batterymarch Global Eq A
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
FIXED INCOME
Intermediate-Term Bond RPPCX American Funds Preservation R-3
High Yield Bond BHYRX BlackRock High Yield Bond R
Inflation-Protected Bond SBGLX Legg Mason WA Global Inflation Mgmt A
Inflation-Protected Bond PRRRX PIMCO Real Return R
Intermediate-Term Bond PTRRX PIMCO Total Return R
Multisector Bond PSRAX Pioneer Strategic Income A
Short-Term Bond JDTRX Prudential Short-Term Corporate Bd R
WORLD BOND FGBRX Templeton Global Bond R
Long-Term Bond SIGAX Legg Mason WA Corporate Bond A
Intermediate-Term Bond SGVAX Legg Mason WA Mortgage Backed Secs A
US EQUITY
LARGE BLEND BMCRX BlackRock Mid-Cap Value Equity R
LARGE GROWTH SHRAX Legg Mason ClearBridge Aggressive Gr A
LARGE BLEND SHAPX Legg Mason ClearBridge Appreciation A
LARGE VALUE SOPAX Legg Mason ClearBridge Equity Inc Bldr A
LARGE BLEND SHFVX Legg Mason ClearBridge Fdmtl AlCp Val A
MID-CAP BLEND SBMAX Legg Mason ClearBridge Mid Cap Core A
Small Growth SASMX Legg Mason ClearBridge Small Cap Gr A
SMALL BLEND SBVAX Legg Mason ClearBridge Small Cap Val A
REAL ESTATE
REAL ESTATE CSEIX Cohen & Steers Realty Income A
COMMODITIES
COMMODITIES BROAD BASKET PCSRX PIMCO Commodity Real Ret Strat R

Investment model portfolios

We provide two types of investment model portfolios for Georgetown Hill Early School 401k 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 Common Inception
Georgetown Hill Early School 401k Strategic Asset Allocation – Optimal Moderate NA 23.59% 1.90% 6.12% 5.30% 6.44% 5.88%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date 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 Common Inception
Georgetown Hill Early School 401k Tactical Asset Allocation Moderate NA 15.65% 3.28% 7.78% 5.36% 7.07% 7.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000