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PCS Nitrogen 401(k) Savings Plan
Investment Model Portfolios

Investment options of PCS Nitrogen 401(k) Savings Plan

Total Available Funds: 26
Asset Class Ticker Description
Others
unknown unknown Fidelity Managed Income Portfolio II
ROOT CASH Fidelity Retirement Money Market Portfolio
Moderate Allocation FPURX Fidelity Puritan Fund
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2050+ FFFHX Fidelity Freedom 2050
FIXED INCOME
Short-Term Bond FSHBX Fidelity Institutional Short-Intermediate Government Fund
Intermediate Government FGOVX Fidelity U.S. Government Reserves Fund
US EQUITY
LARGE BLEND NYVTX Davis NY Venture A
LARGE BLEND LMVFX Legg Mason Value Trust FI Class
LARGE VALUE AADEX ABF Large Cap Value Inst
LARGE BLEND PRDGX T. Rowe Price Dividend Growth Fund
LARGE GROWTH FDGRX Fidelity Growth Company
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund
LARGE BLEND FUSEX Fidelity Spartan US Equity Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Fund

Investment model portfolios

We provide two types of investment model portfolios for PCS Nitrogen 401(k) 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
PCS Nitrogen 401(k) Savings Plan Tactical Asset Allocation Moderate NA 20.79% 3.03% 7.51% 6.03% 6.18% 7.15% 7.75%
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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