BNSF RAILWAY COMPANY 401(k) PLAN FOR TCU EMPLOYEES
Investment Model Portfolios

Forestar Group Inc (Ticker:FOR) has the "BNSF RAILWAY COMPANY 401(k) PLAN FOR TCU EMPLOYEES".

Investment options of BNSF RAILWAY COMPANY 401(k) PLAN FOR TCU EMPLOYEES

Total Available Funds: 19
Asset Class Ticker Description
Others
ROOT CASH T. Rowe Price Stable Value Common Trust Fund Collective Investment Trust
Moderate Allocation RPBAX T. Rowe Price Balanced Fund Registered Investment Company
ROOT BJBIX Artio International Equity A Fund Registered Investment Company
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund Registered Investment Company
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund Registered Investment Company
Retirement Income TRRIX T. Rowe Price Retirement Income Fund Registered Investment Company
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund Registered Investment Company
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund Registered Investment Company
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund Registered Investment Company
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund Registered Investment Company
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund Registered Investment Company
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund Registered Investment Company
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund Registered Investment Company
ROOT CASH Money market substitute
US EQUITY
LARGE BLEND PREIX T. Rowe Price Equity Index Trust Collective Investment Trust
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund Registered Investment Company
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund Registered Investment Company
Small Growth LAUAX Columbia Acorn USA Fund Registered Investment Company
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin Registered Investment Company

Investment model portfolios

We provide two types of investment model portfolios for BNSF RAILWAY COMPANY 401(k) PLAN FOR TCU EMPLOYEES 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BNSF RAILWAY COMPANY 401(k) PLAN FOR TCU EMPLOYEES Tactical Asset Allocation Moderate NA -6.79% 2.05% 2.38% 3.45% 4.12% 6.06% 5.94%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -8.37% 9.88% 9.47% 12.56% 9.59% 10.16% 7.34%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.89% 3.52% 3.82% 5.90% 5.02% 6.59% 5.19%