QUESTAR CORPORATION EMPLOYEE INVESTMENT PLAN
Investment Model Portfolios

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Investment options of QUESTAR CORPORATION EMPLOYEE INVESTMENT PLAN

Total Available Funds: 11
Asset Class Ticker Description
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
Small Growth BSCFX Baron Small Cap Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth Fund
LARGE BLEND ITOT ITOT
LARGE BLEND IVV IVV
LARGE VALUE IWD IWD
MID-CAP VALUE AVUAX AVUAX
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds The Europacific Growth Fund (R5)
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional Fund
Others
ROOT CASH Wells Fargo Short-term Investment Money Mkt Fund
ROOT STR STR

Investment model portfolios

We provide two types of investment model portfolios for QUESTAR CORPORATION EMPLOYEE INVESTMENT 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
QUESTAR CORPORATION EMPLOYEE INVESTMENT PLAN Tactical Asset Allocation Moderate NA 20.16% 0.58% 3.76% 3.62% 5.30% 6.47% 7.40%
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%