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REPUBLIC BANCORP 401(k)/PROFIT SHARING PLAN AND TRUST
Investment Model Portfolios

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Investment options of REPUBLIC BANCORP 401(k)/PROFIT SHARING PLAN AND TRUST

Total Available Funds: 34
Asset Class Ticker Description
US EQUITY
US EQUITY CRBC Republic Bancorp Inc. Class A & B Common Stock
SMALL BLEND GSXAX Aberdeen Small Cap Class A
LARGE GROWTH ALARX Alger Capital app Instl I
Mid-Cap Growth ALMRX Alger MidCap Growth Institutional I
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
Mid-Cap Growth BGRFX Baron Growth Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Investor Share
LARGE GROWTH JARTX Janus Forty S
LARGE VALUE JIVAX JPMorgan Intrepid Value A
MID-CAP BLEND GMXIX Nationwide Mid Cap Mkt Index Instl
LARGE BLEND GRMIX Nationwide S P 500 Index Instl
SMALL BLEND GMRIX Nationwide Small Cap Index Instl
LARGE VALUE PEYAX Putnam Equity Income A
LARGE BLEND VDIGX Vanguard Dividend Growth
SMALL VALUE SSGSX Victory Small Company Opportunity A
SMALL BLEND SSMVX Wells Fargo Adv Small Cap Val Inv
US EQUITY CRBC Republic Bancorp Inc. Class A & B Common Stock
FIXED INCOME
Intermediate-Term Bond ADFAX American Funds Century Diversified Bond A
SHORT GOVERNMENT IPFIX Victory for Income A
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Value DODFX Dodge Cox International Stock
PACIFIC/ASIA EX-JAPAN STK DPCAX Dreyfus Greater China A
Foreign Large Growth JAOSX Janus Overseas S
WORLD STOCK TEDIX Mutual Global Discovery A
Foreign Large Blend GIXIX Nationwide International Index Instl
Foreign Large Blend UMBWX Scout International
Emerging Market
DIVERSIFIED EMERGING MKTS RNWAX American Funds New World R1
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Mkts A
Others
Health SHSAX BlackRock Health Sciences Ops Inv A
Moderate Allocation NSDMX Nationwide Inv Dest Mod Svc
ROOT CASH Nationwide Money Mkt Institutional
Natural Resources PGNAX Prudential Jennison Natural Resources A
Conservative Allocation VWINX Vanguard Wellesley Income
Financial FSLBX Ameritrade Self Directed Brokerage

Investment model portfolios

We provide two types of investment model portfolios for REPUBLIC BANCORP 401(k)/PROFIT SHARING PLAN AND TRUST 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
REPUBLIC BANCORP 401(k)/PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate NA 17.34% 3.94% 7.00% 5.35% 4.99% 7.62% 7.80%
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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