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PULTE HOMES, INC. 401(K) PLAN
Investment Model Portfolios

Investment options of PULTE HOMES, INC. 401(K) PLAN

Total Available Funds: 25
Asset Class Ticker Description
US EQUITY
LARGE BLEND VINIX The Vanguard Group of Investment Companies Vanguard Institutional Index Fund
Small Growth SMPAX Morgan Stanley Morgan Stanley Institutional Fund Inc. Small Company Growth Portfolio Class A
LARGE VALUE AWSHX American Funds American Funds Washington Mutual Investment Fund A
SMALL BLEND ASCIX American Beacon American Beacon Small Cap Value Fund
LARGE GROWTH PRGFX T. Rowe Price T. Rowe Price Growth Stock Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE VALUE FEQTX Fidelity Managed Income Portfolio Fund II
Others
ROOT ILVIX Legg Mason Legg Mason Value Trust
Moderate Allocation FBALX Fidelity Balanced Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
ROOT CASH Fidelity Retirement Money Market Portfolio Fund
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund

Investment model portfolios

We provide two types of investment model portfolios for PULTE HOMES, INC. 401(K) 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.

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
PULTE HOMES, INC. 401(K) PLAN Tactical Asset Allocation Moderate NA 10.70% 4.45% 6.19% 5.08% 7.23% NA 7.30%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 23.46% 10.63% 15.01% 7.39% 9.46% 7.20% 6.51%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 14.08% 5.63% 7.55% 4.39% 7.12% 6.29% 5.63%
Data as of 10/31/2017, AR inception is 12/31/2000

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