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WD PP
Investment Model Portfolios

Synthetic PRPFX

Investment options of WD PP

Total Available Funds: 6
Asset Class Ticker Description
US EQUITY
LARGE BLEND VIG VIG
LARGE BLEND VTI VTI
FIXED INCOME
LONG GOVERNMENT EDV EDV
COMMODITIES
Commodities Precious Metals GLD GLD
Others
Currency FXA FXA
Equity Energy IXC IXC

Investment model portfolios

We provide two types of investment model portfolios for WD PP 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
WD PP Tactical Asset Allocation Moderate NA 23.21% 7.36% 8.79% 5.71% 6.61% 6.66% 6.70%
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