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CASUAL MALE RETAIL GROUP, INC. 401(K) HOURLY SAVINGS PLAN
Investment Model Portfolios

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Investment options of CASUAL MALE RETAIL GROUP, INC. 401(K) HOURLY SAVINGS PLAN

Total Available Funds: 23
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Fidelity Advisor Stable Value Fund
High Yield Bond FAHCX Fidelity Advisor High Income Adv.
Multisector Bond FSRIX Fidelity Advisor Strategic Income
Intermediate-Term Bond FDBAX Federated Bond Fund
Others
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040
Target Date 2000-2010 FFIVX Fidelity Advisor Freedom 2005
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050
US EQUITY
Small Growth LAUAX Columbia Acorn USA
MID-CAP VALUE FASEX First America Midcap Value
SMALL VALUE COVCX Columbia Small Cap Val II
LARGE BLEND HLEIX JPMorgan Equity Index
Mid-Cap Growth ACRNX Columbia Acorn
LARGE VALUE GSLIX Goldman Sachs Large Cap Value
LARGE GROWTH PRGFX T Rowe Price Growth Stock
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International
Foreign Large Blend AIZAX AllianceBernstein International Value

Investment model portfolios

We provide two types of investment model portfolios for CASUAL MALE RETAIL GROUP, INC. 401(K) HOURLY 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
CASUAL MALE RETAIL GROUP, INC. 401(K) HOURLY SAVINGS PLAN Tactical Asset Allocation Moderate NA 3.60% 3.38% 6.17% 5.73% 7.34% NA 8.90%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.48% 12.13% 14.08% 13.62% 9.09% 6.31% 7.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 8.99% 6.21% 7.59% 7.07% 5.77% 5.26% 5.66%
Data as of 09/30/2020, AR inception is 12/31/2000