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WellPoint 401(k) Retirement Savings Plan
Investment Model Portfolios

WellPoint, Inc., through its subsidiaries, operates as a health benefits company in the United States. It offers various network-based managed care plans to large and small employer, individual, Medicaid, and senior markets.

Investment options of WellPoint 401(k) Retirement Savings Plan

Total Available Funds: 30
Asset Class Ticker Description
US EQUITY
LARGE GROWTH CFSIX Touchstone Sands Capital Select Growth Fund Class Y
LARGE BLEND VINIX Vanguard Institutional Index Fund,
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund,
MID-CAP BLEND VXF Vanguard Extended Market Index Fund,
LARGE VALUE VWNFX Vanguard Windsor II Fund,
Small Growth VEXPX Vanguard Explorer Fund,
LARGE BLEND NVINX Wells Fargo Advantage Index,
Small Growth WFSIX Wells Fargo Advantage Small Cap Growth,
LARGE GROWTH RGAFX American Growth Fund of America,
SMALL VALUE GSSIX Goldman Sachs Small Cap Value,
MID-CAP BLEND VIMSX Vanguard Mid Cap Index,
LARGE VALUE AADEX American Beacon Large Cap Value,,
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX Dimensional Fund Advisors US Vector Portfolio
Others
ROOT CASH Vanguard Prime Money Market Fund,
Moderate Allocation VWELX Vanguard Wellington Fund,
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund,
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund,
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund,
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund,
Retirement Income VTINX Vanguard Target Retirement Income Fund,
Target Date 2016-2020 WFOBX Wells Fargo Advantage Dow Jones Target 2020,
Target Date 2026-2030 WFOOX Wells Fargo Advantage Dow Jones Target 2030,
Target Date 2036-2040 WFOSX Wells Fargo Advantage Dow Jones Target 2040,
Target Date 2000-2010 WFOAX Wells Fargo Advantage Dow Jones Target 2010,
Retirement Income WFBTX Wells Fargo Advantage Dow Jones Target Today,
Target Date 2050+ WFQFX Wells Fargo Advantage Dow Jones Target 2050,
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund,
Intermediate-Term Bond PTTRX PIMCO Total Return,
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund,
Foreign Large Growth VIFIX Van Kampen International Growth,

Investment model portfolios

We provide two types of investment model portfolios for WellPoint 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
WellPoint 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate NA 22.60% 3.38% 8.85% 5.93% 7.05% 9.25% 9.32%
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

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