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Wilmington Trust Corporation Thrift Savings Plan
Investment Model Portfolios

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Investment options of Wilmington Trust Corporation Thrift Savings Plan

Total Available Funds: 25
Asset Class Ticker Description
US EQUITY
LARGE BLEND PLFIX PRIN LARGE- capital STK IDX SEP ACCT
MID-CAP BLEND MPSIX PRIN MID- capital STK IDX SEP ACCT
SMALL BLEND PSSIX PRIN SMALL- capital STK IDX SEP ACCT
LARGE GROWTH EQPGX FIDELITY ADV EQ GROWTH INSTL
SMALL VALUE PCVAX ALLIANZ NFJ SMALL- capital VALUE A FUND
Small Growth RYVPX ROYCE VALUE PLUS SERVICE FUND
LARGE VALUE CVFCX PIONEER CULLEN VALUE A FUND
LARGE GROWTH FKGRX FRANKLIN GROWTH A FUND
LARGE VALUE VWNFX VANGUARD WINDSOR II FUND
SMALL BLEND WMSIX WILMINGTON SMALL-CAP StrategicEGIC
LARGE BLEND WAAIX WILMINGTON AGgrowth ASSET ALLOC INST FUND
Others
EQUITY WL Wilmington Tr Corporation Corporate Stock-Common
ROOT WLUIX WILMINGTON LARGE-CAP StrategicEGIC
Conservative Allocation WMRIX WILMINGTON REAL ESTATE PTFOLIO
Conservative Allocation WCAIX WILMINGTON consumer ASSET ALLOC INST FUND
Moderate Allocation RLBEX AM FDS AM BAL R4 FUND
ROOT CASH Northern Institutional Government Money Mkt Mutual Fund
unknown unknown Wilmington Tr Company Savings Accounts Rate: .10% 253
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE WILMINGTON STABLE VALUE FUND
SHORT GOVERNMENT STABLEVALUE METLIFE STABLE VALUE FUND
Inflation-Protected Bond AIAVX AMERICAN CENTURY INFLA ADJ BOND ADV FUND
Intermediate Government MFGHX MFS GOVERNMENT SEC R3 FUND
Intermediate-Term Bond WBRIX WILMINGTON BROAD MARKET BOND FUND
INTERNATIONAL EQUITY
Foreign Large Blend WMMFX WILMINGTON MULTI-Mgrowth international I FUND
Foreign Large Blend REREX AM FDS EUROPACIFIC GROWTH R4 FUND

Investment model portfolios

We provide two types of investment model portfolios for Wilmington Trust Corporation Thrift 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
Wilmington Trust Corporation Thrift Savings Plan Tactical Asset Allocation Moderate NA 24.04% -0.98% 4.56% 2.50% 4.11% 4.87% 5.09%
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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