COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN
Investment Model Portfolios

Colgate-Palmolive Company, together with its subsidiaries, manufactures and markets consumer products worldwide. It offers oral care products.

Plan investment options

Total Available Funds: 9
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX EuroPacific Growth Fund Mutual Funds 0.9%
Others
Moderate Allocation VWELX Vanguard Wellington Fund Mutual Funds 0.17%
ROOT CASH Money market substitute NA
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Fixed Income Fund (Fund N) 0.82%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund Mutual Funds 0%
SMALL BLEND NBGIX Neuberger Berman Genesis Fund Mutual Funds 1.34%
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund Mutual Funds 0.77%
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Funds 0.02%
MID-CAP BLEND TGVOX TCW Galileo Value Opportunities Fund Mutual Funds 0.85%
Average Expense Ratio: 0.61%

The following is a moderate-risk model portfolio constructed from the investment options of COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN (CL)

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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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