MARRIOTT INTERNATIONAL, INC. EMPLOYEES PROFIT SHARING, RETIREMENT AND SAVINGS PLAN
Investment Model Portfolios

Marriott International, Inc., a lodging company, operates and franchises hotels and related lodging facilities worldwide.

Investment options of MARRIOTT INTERNATIONAL, INC. EMPLOYEES PROFIT SHARING, RETIREMENT AND SAVINGS PLAN

Total Available Funds: 13
Asset Class Ticker Description
Others
ROOT CASH Fidelity Management Tr Company Money Mkt Fund
Moderate Allocation FPURX Fidelity Management Tr Company Puritan Fund
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Freedom 2020 Fund
Target Date 2021-2025 FFTWX Fidelity Management Tr Company Freedom 2025 Fund
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Freedom 2040 Fund
ROOT CASH Fidelity Management Tr Company Cash Reserve Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan U.S. Equity Index
Mid-Cap Growth FMCSX Fidelity Management Tr Company Mid-Cap Stock Fund
LARGE VALUE FEQIX Fidelity Management Tr Company Equity Income Fund
LARGE GROWTH RAFFX American Funds AMCAP R5
LARGE BLEND MPGFX Mairs Power Growth Fund
INTERNATIONAL EQUITY
Foreign Large Blend IJBPX Julius Baer International Equity Fund II

Investment model portfolios

We provide two types of investment model portfolios for MARRIOTT INTERNATIONAL, INC. EMPLOYEES PROFIT SHARING, RETIREMENT AND 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.

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
MARRIOTT INTERNATIONAL, INC. EMPLOYEES PROFIT SHARING, RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate NA 22.45% 5.37% 9.10% 8.08% 9.42% 9.46% 8.92%
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%