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WATSON WYATT and COMPANY SAVINGS PLAN FOR U.S. EMPLOYEES
Investment Model Portfolios

Investment options of WATSON WYATT and COMPANY SAVINGS PLAN FOR U.S. EMPLOYEES

Total Available Funds: 15
Asset Class Ticker Description
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE BLEND ITHAX Hartford Mutual Funds
SMALL VALUE VSVIX Munder Series Trust: Munder Veracity Small-Cap Value Fund; Class Y Shares
Small Growth WAAEX Wasatch Funds Trust: Wasatch Small Cap Growth Fund; Investor Class Shares
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
LARGE GROWTH HCAIX Harbor Funds: Harbor Capital Appreciation Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Others
Aggressive Allocation VASGX Vanguard STAR Funds: Vanguard LifeStrategy Growth Fund; Investor Shares
Conservative Allocation VSCGX Vanguard STAR Funds: Vanguard LifeStrategy Conservative Growth Fund; Investor Shares
Moderate Allocation VSMGX Vanguard STAR Funds: Vanguard LifeStrategy Moderate Growth Fund; Investor Shares
Moderate Allocation VGSTX Vanguard STAR Funds: Vanguard STAR Fund; Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend LICYX Lord Abbett Securities Trust: Lord Abbett International Core Equity Fund; Class I Shares
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Foreign Large Blend LICAX Lord Abbett Securities Trust: Lord Abbett International Core Equity Fund; Class A Shares

Investment model portfolios

We provide two types of investment model portfolios for WATSON WYATT and COMPANY SAVINGS PLAN FOR U.S. EMPLOYEES 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.