Wayne Savings 401(k) Retirement Plan
Investment Model Portfolios

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Investment options of Wayne Savings 401(k) Retirement Plan

Total Available Funds: 27
Asset Class Ticker Description
Others
unknown unknown Federated Capital Preservation Fund - Institutional
Moderate Allocation RLBEX American Balanced Fund - Class R-4
Moderate Allocation FGTIX Franklin Templeton Growth Fund - Class A
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund
ROOT CASH Money market funds
ROOT CASH *Huntington Money Market Fund
Moderate Allocation HDCAX Huntington Dividend Capture Fund IV
FIXED INCOME
Short-Term Bond FTIAX Fidelity Advisor Short Fixed Income Fund - Class T
Intermediate-Term Bond PTRAX Pimco Total Return Fund-Administrative Class
High Yield Bond PAHIX T. Rowe Price High Yield Fund - Advisor Class
US EQUITY
LARGE GROWTH AGWRX American Century Growth Fund - Class R
SMALL BLEND LSMAX Columbia Small Cap Core Fund - Class A
LARGE BLEND PEOPX Dreyfus S&P 500 Index Fund
SMALL BLEND DISSX Dreyfus Small Cap Index Fund
LARGE BLEND FEDEX Federated Capital Appreciation Fund - Class A
LARGE GROWTH FAEGX Fidelity Advisor Equity Growth Fund - Class T
Mid-Cap Growth FMCAX Fidelity Advisor Mid Cap Fund - Class T
LARGE VALUE MVRRX MFS Value Fund – Class R-2

Investment model portfolios

We provide two types of investment model portfolios for Wayne Savings 401(k) 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Wayne Savings 401(k) Retirement Plan Tactical Asset Allocation Moderate NA 30.30% 3.76% 5.64% 3.93% 5.12% 5.86% 6.21%
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%

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