Select Page

Bunge Savings Plan
Investment Model Portfolios

Investment options of Bunge Savings Plan

Total Available Funds: 22
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth TWHIX American Century Heritage Fund – Investor Class,
LARGE GROWTH JCAPX Janus Adviser Forty Fund – Class S
LARGE VALUE TRVLX T. Rowe Price Value Fund
LARGE BLEND VIIIX Vanguard Institutional Index Fund – Institutional Shares,
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund – Institutional Shares,
SMALL BLEND VSISX Vanguard Small-Cap Index Fund SignalTM Shares,
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Fund – Investor Class,
Others
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
ROOT CASH Vanguard Prime Money Market Fund
EQUITY BG Interest in Bunge Limited common shares
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond Fund
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Fund – Investor Shares,

Investment model portfolios

We provide two types of investment model portfolios for Bunge 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
Bunge Savings Plan Tactical Asset Allocation Moderate NA 25.33% 1.34% 6.32% 6.05% 7.12% 7.78% 7.76%
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

Click here for more plan details and features ►