SIGMA-ALDRICH CORPORATION 401(k) RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Sigma-Aldrich Corporation, a life science and high technology company, develops, manufactures, purchases, and distributes various chemicals, biochemicals, and equipment worldwide.

Investment options of SIGMA-ALDRICH CORPORATION 401(k) RETIREMENT SAVINGS PLAN

Total Available Funds: 27
Asset Class Ticker Description
Others
ROOT CASH Fidelity Money Market Trust Retirement Money Market Portfolio
Moderate Allocation FBAKX Fidelity Balanced Fund – Class K
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 Money market substitute
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Inst CL
US EQUITY
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock Fund – Class K
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund – Investor Class
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock Fund – Class K
LARGE GROWTH FCNKX Fidelity Contrafund – Class K
LARGE VALUE FSLVX Fidelity Large Cap Value Fund
LARGE VALUE RMFFX American Funds Fundamental Investors Fund Class R5
LARGE VALUE AADEX American Beacon Lg Cap Value Inst CL
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund Institutional Class
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund – Class K

Investment model portfolios

We provide two types of investment model portfolios for SIGMA-ALDRICH CORPORATION 401(k) RETIREMENT SAVINGS 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SIGMA-ALDRICH CORPORATION 401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 4.35% 5.78% 6.65% 5.77% 8.30% 7.76% 7.56%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%

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