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TRIMBLE NAVIGATION SAVINGS AND RETIREMENT PLAN
Investment Model Portfolios

Investment options of TRIMBLE NAVIGATION SAVINGS AND RETIREMENT PLAN

Total Available Funds: 28
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
US EQUITY
MID-CAP VALUE JMVAX Janus Perkins Mid Cap Value
Mid-Cap Growth STCSX Wells Fargo Adv Common Stock Z
LARGE VALUE WPVLX Weitz Partners Value
LARGE BLEND FFIDX Fidelity
LARGE GROWTH FMAGX Fidelity Magellan
LARGE GROWTH FCNTX Fidelity Contrafund Mutual Fund
LARGE VALUE FEQTX Fidelity Equity Income II
Mid-Cap Growth FGVAX Fidelity Growth Strategies
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP BLEND FLPSX Fidelity Low Price Stock
LARGE BLEND FSMAX Spartan 500 Index
SMALL BLEND PENNX Royce Pennsylvania Mutual Investment Mutual Fund
Others
Target Date 2000-2010 VTOVX Vanguard Target rtmt Fund 2005 Mutual Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt Fund 2010 Mutual Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt Fund 2015 Mutual Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt Fund 2020 Mutual Fund
Target Date 2021-2025 VTTVX Vanguard Target rtmt Fund 2025 Mutual Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt Fund 2030 Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt Fund 2035 Mutual Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt Fund 2040 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt Fund 2045 Mutual Fund
Target Date 2050+ VFIFX Vanguard Target rtmt Fund 2050 Mutual Fund
Moderate Allocation FBALX Fidelity Balanced
ROOT CASH Fidelity rtmt Money Mkt Fund Interest bearing cash
unknown unknown Trimble Navigation Limited Employer securities
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Foreign Large Growth FCPIX Fidelity Capital app

Investment model portfolios

We provide two types of investment model portfolios for TRIMBLE NAVIGATION SAVINGS AND RETIREMENT 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
TRIMBLE NAVIGATION SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate NA 22.77% 3.45% 6.39% 5.64% 6.09% 6.87% 7.62%
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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