Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan
Investment Model Portfolios

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Investment options of Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan

Total Available Funds: 35
Asset Class Ticker Description
US EQUITY
LARGE GROWTH RGAEX American Funds Growth Fund of America – Class R4
LARGE VALUE EILVX Eaton Vance Large-Cap Value Fund – Class 1
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund – Investor Class
Mid-Cap Growth BPTRX Baron Partners Fund
Mid-Cap Growth BGRFX Baron Growth Fund
LARGE GROWTH VIDSX Victory Diversified Stock Fund – Class 1 Shares
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund – Investor Class
LARGE BLEND WHGLX WHG LargeCap Value Fund – Institutional Class
US EQUITY BPFH BPFH Stock Fund
MID-CAP VALUE LLSCX Longleaf Partners Small – Cap Fund
SMALL BLEND NAESX Vanguard Small Cap Index Investor
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Growth Fund – Class R4
Foreign Large Growth ARTIX Artisan International Fund – Investor Class
Foreign Large Blend VGTSX Vanguard Total International Stock
Others
ROOT CASH Fidelity Retirement Money Market
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
unknown unknown Self Directed Brokerage Assets
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Moderate Allocation FBALX Fidelity Balanced Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Natural Resources GHAAX Van Eck Global Hard Assets Fund – Class A Shares
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund – Institutional Class
Short-Term Bond PTLDX PIMCO Low Duration Fund – Institutional Class
Inflation-Protected Bond PRRIX PIMCO-Real Return Fund – Institutional Class
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Investor
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares, Inc.

Investment model portfolios

We provide two types of investment model portfolios for Boston Private Financial Holdings, Inc. 401(k) Profit Sharing 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 Common Inception
Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate NA -2.55% 4.33% 5.95% 4.33% 6.35% 7.23% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.69% 4.40% 4.69% 6.67% 5.54% … …
Data as of 10/31/2023, Common starting date is 12/31/2000

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