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Nypro 401(k) Savings Plan
Investment Model Portfolios

Nypro 401(k) Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of Nypro 401(k) Savings Plan

Total Available Funds: 41
Asset Class Ticker Description
US EQUITY
LARGE BLEND FFIDX Fidelity Fund R
LARGE VALUE FEQIX Fidelity Equity Income Fund R
LARGE GROWTH FDGRX Fidelity Growth Company Fund R
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund R
US EQUITY noticker Fidelity Managed Income Portfolio Fund
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund R
MID-CAP BLEND VXF Vanguard Extended Market Index
LARGE BLEND VFINX Vanguard 500 Index
SMALL BLEND RLPHX Royce Low Priced Stock Fund
MID-CAP VALUE HWMRX H & W Mid Cap Value Fund
MID-CAP VALUE JDPRX Perkins Mid Cap Value
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y
Others
Moderate Allocation FPURX Fidelity Puritan Fund R
Retirement Income FFFAX Fidelity Freedom Income Fund R
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund R
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund R
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund R
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund R
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund R
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund R
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund R
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund R
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund R
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund R
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund R
Convertibles VCVSX Vanguard Convertible Securities
Technology FSCSX Fidelity Select Software & Computer
ROOT CASH Fidelity Cash and cash equivalents
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Fund R
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Foreign Large Blend VDMIX Vanguard Developed Market Index
FIXED INCOME
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-Intermediate Government Fund
Intermediate-Term Bond PTTRX Pimco Total Return Inst
WORLD BOND OIBAX Oppenheimer International Bond Class A
Short-Term Bond PASHX T Rowe Price Short Term Bond
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Port
Inflation-Protected Bond VIPIX Vanguard Inflation Protected Secs
Emerging Markets Bond PLMIX Pimco Developing Local Markets Class A
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond FBNDX Fidelity Investment Grade
High Yield Bond SPHIX Fidelity High Income

Investment model portfolios

We provide two types of investment model portfolios for Nypro 401(k) 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
Nypro 401(k) Savings Plan Tactical Asset Allocation Moderate NA 1.81% 1.70% 4.09% 2.92% 5.15% 5.60% 6.38%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

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