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RETIREMENT SAVINGS PLAN OF BNY SECURITIES GROUP
Investment Model Portfolios

The Bank of New York Mellon Corporation, a financial services company, provides various products and services for institutions and individuals worldwide. The company's Asset Management segment offers a range of equity, fixed income, cash, and alternative/overlay products, as well as distributes investment management products.

Investment options of RETIREMENT SAVINGS PLAN OF BNY SECURITIES GROUP

Total Available Funds: 27
Asset Class Ticker Description
US EQUITY
LARGE GROWTH AGFIX Alliance/Frontier Growth Fund
LARGE GROWTH RAFFX American Funds AMCAP Fund
Mid-Cap Growth ACRNX Columbia Acorn Z Fund
LARGE GROWTH FCNTX Fidelity Contra Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Fund
SMALL BLEND PASVX T. Rowe Price Small Cap Value Fund
LARGE GROWTH VHCAX Vanguard Capital Opportunity Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth & Income Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Value OAKIX The Oakmark International I Fund
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I Fund
Others
Moderate Allocation FBALX Fidelity Balanced Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
REAL ESTATE
REAL ESTATE REFDX Morgan Stanley U.S. Real Estate Fund
FIXED INCOME
High Yield Bond PHIYX PIMCO High Yield Institutional Fund
LONG GOVERNMENT PGOVX PIMCO Long-Term U.S. Government Fund
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund

Investment model portfolios

We provide two types of investment model portfolios for RETIREMENT SAVINGS PLAN OF BNY SECURITIES GROUP 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
RETIREMENT SAVINGS PLAN OF BNY SECURITIES GROUP Tactical Asset Allocation Moderate NA 15.37% 4.16% 7.51% 3.95% 7.36% 9.31% 9.30%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 24.88% 13.24% 16.58% 13.31% 9.62% 7.66% 7.60%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 16.20% 7.98% 10.09% 7.14% 6.09% 5.92% 5.88%
Data as of 02/26/2021, AR inception is 12/31/2000

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