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RBT 7Twelve
Investment Model Portfolios

7-TWELVE PLAN AGE 50-60

Investment options of RBT 7Twelve

Total Available Funds: 15
Asset Class Ticker Description
REAL ESTATE
REAL ESTATE VNQ VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU
FOREIGN SMALL/MID GROWTH VSS VSS
COMMODITIES
COMMODITIES BROAD BASKET GCC GCC
US EQUITY
LARGE BLEND VOO VOO
MID-CAP BLEND VO VO
SMALL BLEND VB VB
FIXED INCOME
Emerging Markets Bond ESD ESD
Inflation-Protected Bond VIPSX VIPSX
Intermediate-Term Bond VFICX VFICX
WORLD BOND BWX BWX
Others
Natural Resources GNR
Natural Resources VAW VAW
ROOT CASH VMMXX

Investment model portfolios

We provide two types of investment model portfolios for RBT 7Twelve 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
RBT 7Twelve Tactical Asset Allocation Moderate NA 11.52% 0.84% 6.31% 4.86% 6.00% 7.74% 7.80%
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