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Renovo Resources Employee 401K
Investment Model Portfolios

Investment options of Renovo Resources Employee 401K

Total Available Funds: 31
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Value COSSX Columbia Overseas Value Fund Institutional 2 Class
Foreign Large Blend MAIIX BlackRock EAFE Index
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
US EQUITY
SMALL VALUE FVFRX Franklin Small Cap Value R
SMALL VALUE DFFVX DFA US Targeted Value I
Mid-Cap Growth JMGRX Janus Enterprise I
MID-CAP VALUE MVCHX MFS Mid Cap Value R3
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Idx Inst
LARGE GROWTH FDYZX Franklin DynaTech Adv
LARGE VALUE PEIYX Putnam Equity Income Y
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
Small Growth PSYGX Putnam Small Cap Growth Y
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl
LARGE GROWTH LGGAX Legg Mason Cap Mgmt Growth A
Others
ROOT CASH J Hancock Money Market
Target Date 2061-2065 VLXVX Vanguard TGT Retirement 2065
Target Date 2051 VFFVX Vanguard TGT Retirement 2055
Target Date 2046-2050 VFIFX Vanguard TGT Retirement 2050
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Retirement Income VTINX Vanguard Target Retirement Income
Moderate Allocation JELGX John Hancock HVIT Lifestyle Growth I
Moderate Allocation JELBX John Hancock VIT Lifestyle Balanced I
Conservative Allocation JELMX John Hancock VIT Lifestyle Moderate Ser I
Conservative Allocation JELCX JohnHancock VIT Lifestyle Conservative Tr Ser I
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
REAL ESTATE
REAL ESTATE JIREX John Hancock Funds2 Real Estate Secs 1
FIXED INCOME
WORLD BOND GOBAX Legg Mason BW Global Opps Bd A
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
Intermediate-Term Bond LBNSX Lord Abbett Bond Debenture Fund R4

Investment model portfolios

We provide two types of investment model portfolios for Renovo Resources Employee 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 Inception
Renovo Resources Employee 401K Strategic Asset Allocation - Optimal Moderate NA 17.07% 2.68% 6.34% 6.19% 7.39% 6.28% 6.36%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, 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
Renovo Resources Employee 401K Tactical Asset Allocation Moderate NA 14.01% 4.90% 9.61% 7.88% 9.12% 9.49% 9.97%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Renovo Resources Employee 401K Asset Allocation Composite Moderate NA 14.34% 2.58% 4.77% 5.11% 6.77% 6.71% 6.92%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000