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LEHMAN BROTHERS SAVINGS PLAN
Investment Model Portfolios

Investment options of LEHMAN BROTHERS SAVINGS PLAN

Total Available Funds: 38
Asset Class Ticker Description
Others
UNKOWN UNKOWN IGT Invesco Multi-Mgrade Short-term Bond Fund Common collective trust
UNKOWN UNKOWN IGT Invesco Multi-Mgrade interm Gov/Credit Fund Common collective trust
ROOT CASH Fidelity Management Tr Company Money Mkt
Health FBIOX Fidelity Select Biotech Mutual Fund
Health FSPHX Fidelity Select Healthcare Mutual Fund
Technology FSPTX Fidelity Select Technology Mutual Fund
Communications FSTCX Fidelity Select Telecomm Mutual Fund
unknown unknown Fidelity Asset Manager Mutual Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Mutual Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Mutual Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Mutual Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Fund
US EQUITY
LARGE GROWTH FLCSX Fidelity Large-Cap Stock Mutual Fund
MID-CAP BLEND FLPSX Fidelity Low Priced Stock K Mutual Fund
Small Growth PMCIX Allianz Emerging Co Is Mutual Fund
LARGE BLEND VTSMX Vanguard Total Stock Mkt SIG Mutual Fund
LARGE BLEND HIACX Hartford Cap App IA Mutual Fund
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid Cap Value Mutual Fund
Small Growth CSMCX Century SM Cap Mutual Fund
LARGE BLEND NBPIX Neuberger Berman Partners Inst Mutual Fund
LARGE BLEND NBSRX Neuberger Berman Socially Resp I Mutual Fund
LARGE BLEND VIIIX Vanguard Inst Index Plus Mutual Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Inst class Mutual Fund
LARGE VALUE MEIIX MFS Value Inst Mutual Fund
MID-CAP VALUE NBHIX Neuberger Berman Value Equity Separate Account
Mid-Cap Growth TMDIX Times SQ Midcap Grth Separate Account
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund
High Yield Bond LBHBX Neuberger Berman High income Bond Inv Mutual Fund
Intermediate-Term Bond PTTRX Pimco Total Return Inst Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified Intl K Mutual Fund
FOREIGN SMALL/MID GROWTH NBISX Neuberger Berman International IS Mutual Fund
WORLD STOCK RWIAX AF Cap World G I R5 Mutual Fund
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX TEMPLETON Dev Mkts Adv Mutual Fund

Investment model portfolios

We provide two types of investment model portfolios for LEHMAN BROTHERS 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.

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
LEHMAN BROTHERS SAVINGS PLAN Tactical Asset Allocation Moderate NA 1.10% 3.84% 4.71% 4.42% 6.74% 7.80% 8.45%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

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