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WELLINGTON EMPLOYEE BENEFIT PLAN
Investment Model Portfolios

Investment options of WELLINGTON EMPLOYEE BENEFIT PLAN

Total Available Funds: 26
Asset Class Ticker Description
US EQUITY
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A
LARGE BLEND FRDPX Franklin Rising Dividends A
LARGE GROWTH SGRAX Wells Fargo Advantage Growth A
MID-CAP VALUE JVMAX JHancock3 Disciplined Value Mid Cap A
MID-CAP BLEND PEMGX Principal MidCap Blend A
Mid-Cap Growth WMGYX Ivy Mid Cap Growth Y
SMALL VALUE SSGSX Victory Small Company Opportunity A
SMALL BLEND ATIAX Invesco Small Companies A
Small Growth WSCYX Ivy Small Cap Growth Y
REAL ESTATE
REAL ESTATE CLARX ING Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Value MGIAX MFS International Value A
Foreign Large Blend MDIDX MFS International Diversification A
Foreign Large Growth CIGRX Calamos International Growth A
WORLD STOCK RNPCX American Funds New Perspective R3
Others
Conservative Allocation MACFX MFS Conservative Allocation A
Moderate Allocation MBEAX Managers AMG Chicago Eq Part Bal A
ROOT CASH MRAXX (Ready Asstet)
FIXED INCOME
Short-Term Bond LALDX Lord Abbett Short Duration Income A
WORLD BOND PFUAX PIMCO Foreign Bond (Unhedged) A
High Yield Bond WHIYX Ivy High Income Y
Intermediate-Term Bond NEFRX Loomis Sayles Core Plus Bond A
Long-Term Bond DEEAX Delaware Extended Duration Bond A
SHORT GOVERNMENT IPFIX Victory Fund for Income A
Intermediate Government PAGNX PIMCO GNMA A
Inflation-Protected Bond HIPSX Hartford Inflation Plus R4

Investment model portfolios

We provide two types of investment model portfolios for WELLINGTON EMPLOYEE BENEFIT 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
WELLINGTON EMPLOYEE BENEFIT PLAN Strategic Asset Allocation - Optimal Moderate NA 16.82% 2.46% 7.28% 5.41% 7.08% 6.74% 7.14%
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
WELLINGTON EMPLOYEE BENEFIT PLAN Tactical Asset Allocation Moderate NA 23.73% 5.20% 7.91% 6.66% 8.56% 10.09% 10.34%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.89% 11.31% 16.10% 13.39% 9.48% 7.12% 7.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 12.04% 6.90% 9.85% 7.27% 6.06% 5.64% 5.82%
Data as of 01/29/2021, AR inception is 12/31/2000

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