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Gibraltar 401(k) Plan
Investment Model Portfolios

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Investment options of Gibraltar 401(k) Plan

Total Available Funds: 30
Asset Class Ticker Description
US EQUITY
SMALL VALUE AASSX American Beacon Small Cap Value Fund Institutional Class
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund Administrative Class
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock
MID-CAP VALUE JMVAX Janus Perkins Mid Cap Value Fund
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Fund Class I
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Fund Class Y
Small Growth NBSMX Neuberger Berman Small Cap Growth Fund Institutional Class
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
INTERNATIONAL EQUITY
Foreign Large Growth FCPIX Fidelity Capital app Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2000-2010 FFFBX Fidelity Freedom Fund 2000
Target Date 2000-2010 FFFVX Fidelity Freedom Fund 2005
Target Date 2000-2010 FFFCX Fidelity Freedom Fund 2010
Target Date 2011-2015 FFVFX Fidelity Freedom Fund 2015
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020
Target Date 2021-2025 FFTWX Fidelity Freedom Fund 2025
Target Date 2026-2030 FFFEX Fidelity Freedom Fund 2030
Target Date 2031-2035 FFTHX Fidelity Freedom Fund 2035
Target Date 2036-2040 FFFFX Fidelity Freedom Fund 2040
Target Date 2041-2045 FFFGX Fidelity Freedom Fund 2045
Target Date 2050+ FFFHX Fidelity Freedom Fund 2050
Retirement Income FFFAX Fidelity Freedom Income Fund
ROOT unknow Fidelity Managed Income Portfolio
ROOT CASH Fidelity rtmt Money Mkt
Moderate Allocation OAKBX Oakmark Equity & Income Fund
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional Class
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Portfolio
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities Class A

Investment model portfolios

We provide two types of investment model portfolios for Gibraltar 401(k) 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
Gibraltar 401(k) Plan Tactical Asset Allocation Moderate NA 26.70% 2.15% 7.13% 6.68% 8.08% 8.64% 9.20%
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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