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Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005
Investment Model Portfolios

This plan was created based on Arizona Board of Regents Optional Retiremetn Plan performance evaluation report.  The Arizona Board of Regents is the governing board for the state’s public universities: Arizona State University, Northern Arizona University, and the University of Arizona.

 

Investment options of Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005

Total Available Funds: 26
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign Fund Class A
Foreign Large Value DODFX Dodge and Cox Stock Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
FIXED INCOME
WORLD BOND MPIFX MSI Core Plus Fixed Income Portfolio Advisor Class
Intermediate Government FGOVX Fidelity Government Income Fund
US EQUITY
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE VALUE FEQIX Fidelity Equity Income Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
US EQUITY TRN Trinity Stock Fund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund Investor Class
Small Growth MSSGX MSI Small Company Growth Portfolio Class B
MID-CAP VALUE LAVLX Lord Abbett MidCap Value Fund Class A
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund
SMALL VALUE PSVIX Alliance NFJ Small Cap Value Fund
Others
unknown unknown Fidelity Asset Manager Fund
unknown unknown Fidelity Asset Manager Growth Fund
unknown unknown Fidelity Asset Manager Income Fund
ROOT CASH Fidelity Retirement Money Market Portfolio
Moderate Allocation FBALX Fidelity Balanced Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund

Investment model portfolios

We provide two types of investment model portfolios for Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005 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
Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005 Tactical Asset Allocation Moderate NA 22.84% 4.44% 8.98% 5.71% 6.25% 7.01% 7.46%
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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