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MERCK PUERTO RICO EMPLOYEE SAVINGS AND SECURITY PLAN
Investment Model Portfolios

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Investment options of MERCK PUERTO RICO EMPLOYEE SAVINGS AND SECURITY PLAN

Total Available Funds: 11
Asset Class Ticker Description
Others
ROOT CASH Fidelity Institutional Money Market Portfolio
ROOT CASH SSgA Government Short-Term Investment Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth R5
Foreign Large Blend EFA SSgA EAFE Index Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund, Class Z
LARGE BLEND SVSPX SSgA Flagship 500 Index Fund Series A
SMALL BLEND IWM SSgA R2000 Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Fund
Multisector Bond LAG SSgA Aggregate Bond Index Fund

Investment model portfolios

We provide two types of investment model portfolios for MERCK PUERTO RICO EMPLOYEE SAVINGS AND SECURITY 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MERCK PUERTO RICO EMPLOYEE SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Optimal Moderate NA 26.08% 2.22% 22.54% 7.43% 8.44% 7.56% 7.51%
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

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
MERCK PUERTO RICO EMPLOYEE SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate NA 23.93% 2.58% 9.41% 2.91% 5.22% 6.72% 6.75%
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