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State of North Carolina Voluntary 401k
Investment Model Portfolios

This is a voluntary plan for state of North Carolina employees. It is created upon a user's request. 

Investment options of State of North Carolina Voluntary 401k

Total Available Funds: 33
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
SHORT GOVERNMENT STABLEVALUE NC Stable Value - 401K
Intermediate-Term Bond VBMFX North Carolina Fixed Income Fund
Intermediate-Term Bond VBMFX North Carolina Fixed Income Index
Others
Moderate Allocation ACEIX Van Kampen Equity and Income A
Moderate Allocation FBALX Fidelity Balanced
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Retirement Income FFFAX Fidelity Freedom Income
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE VALUE ACGIX Van Kampen Growth and Income A
LARGE VALUE VIVAX North Carolina Large Cap Value
LARGE BLEND FEDEX Federated Capital Appreciation A
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
LARGE GROWTH FMAGX Fidelity Magellan
LARGE GROWTH VWUSX North Carolina Large Cap Growth
LARGE GROWTH PNOPX Putnam New Opportunities A
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
SMALL VALUE SPSCX BB&T Sterling Capital Small Cap Value I
SMALL VALUE VISVX North Carolina SMID Value Fund
SMALL BLEND NAESX North Carolina SMID Cap Index
SMALL BLEND OPMSX Oppenheimer Main St Small Cap A
SMALL BLEND PCOAX Putnam Capital Opportunities A
Small Growth VISGX North Carolina SMID Growth
INTERNATIONAL EQUITY
Foreign Large Blend DFALX North Carolina Large Cap Index
WORLD STOCK VHGEX North Carolina Global Equity
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Blend DFALX North Carolina International
Foreign Large Blend VGTSX North Carolina International Index
Foreign Large Growth PRITX T. Rowe Price International Stock

Investment model portfolios

We provide two types of investment model portfolios for State of North Carolina Voluntary 401k 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
State of North Carolina Voluntary 401k Tactical Asset Allocation Moderate NA 21.31% 6.25% 9.07% 6.42% 6.89% 7.28% 7.82%
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

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