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Wyndham Worldwide Employee Savings Plan
Investment Model Portfolios

Wyndham Worldwide is one of the world's largest hospitality companies offering individual consumers and business-to-business customers a broad suite of hospitality products and services including lodging, vacation exchange and rental services, and vacation ownership interests in resorts. Wyndham Worldwide is headquartered in Parsippany, N.J., and is supported by more than 25,000 employees around the world.

Investment options of Wyndham Worldwide Employee Savings Plan

Total Available Funds: 27
Asset Class Ticker Description
US EQUITY
Small Growth ALSAX Alger Small Cap Growth Fund Mutual fund
LARGE GROWTH PAPIX Allianz CCM Capital Appreciation Fund Mutual fund
LARGE GROWTH RGAFX American Funds Growth Fund of America Mutual fund
LARGE BLEND NYVTX Davis New York Venture Fund Mutual fund
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund Mutual fund
SMALL BLEND HASCX Harbor Small Cap Value Fund Mutual fund
Mid-Cap Growth OTCIX MFS Mid Cap Growth Fund Mutual fund
MID-CAP VALUE PYCGX Pioneer Mid Cap Value Fund Mutual fund
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Fund Mutual fund
Others
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund Mutual fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund Mutual fund
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund Mutual fund
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund Mutual fund
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund Mutual fund
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund Mutual fund
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund Mutual fund
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 Fund Mutual fund
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund Mutual fund
Moderate Allocation OAKBX The Oakmark Equity & Income Fund Mutual fund
EQUITY MER Merrill Lynch Equity Index Trust XII Common/collective trust
EQUITY MER Merrill Lynch Retirement Preservation Trust Common/collective trust
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Value NIIVX ING International Value Fund Mutual fund
Foreign Large Growth IGRWX Oppenheimer OFITC International Growth Fund II Common/collective trust
FIXED INCOME
Multisector Bond LBNDX Lord Abbett Bond Debenture Fund Mutual fund
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual fund
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Markets Trust Common/collective trust

Investment model portfolios

We provide two types of investment model portfolios for Wyndham Worldwide Employee 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
Wyndham Worldwide Employee Savings Plan Tactical Asset Allocation Moderate NA 0.08% 3.03% 3.65% 4.91% 8.48% 9.72% 9.51%
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%
Data as of 10/31/2023, AR inception is 12/31/2000

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