PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 32
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Target Date 2021-2025 |
TRRHX |
T Rowe Price rtmt 2025 |
| Target Date 2026-2030 |
TRRCX |
T Rowe Price rtmt 2030 |
| Target Date 2031-2035 |
TRRJX |
T Rowe Price rtmt 2035 |
| Target Date 2036-2040 |
TRRDX |
T Rowe Price rtmt 2040 |
| Target Date 2041-2045 |
TRRKX |
T Rowe Price rtmt 2045 |
| Target Date 2000-2010 |
TRRAX |
T Rowe Price rtmt 2010 |
| Target Date 2011-2015 |
TRRGX |
T Rowe Price rtmt 2015 |
| Target Date 2016-2020 |
TRRBX |
T Rowe Price rtmt 2020 |
| Target Date 2050+ |
TRRMX |
T Rowe Price rtmt 2050 |
| Moderate Allocation |
CTFAX |
Columbia Acorn Fund |
| ROOT |
CASH |
Fidelity rtmt Government Money Mkt |
| Target Date 2000-2010 |
TRRFX |
T Rowe Price rtmt 2005 |
| Moderate Allocation |
RPBAX |
T Rowe Price Balanced Fund |
| World Allocation |
CIRAX |
American Funds Capital Income Builder A |
| Conservative Allocation |
ACCAX |
American Century Strategic Allocation Conservative Fund |
| Moderate Allocation |
ACOAX |
American Century Strategic Allocation Moderate Fund |
|
| US EQUITY |
|
|
| SMALL BLEND |
FSCIX |
Fidelity Advisor Small Cap-I |
| LARGE GROWTH |
RGAFX |
American Growth Funds of Amer |
| LARGE BLEND |
VTSMX |
Vanguard Total Stock Mkt Index Fund |
| SMALL BLEND |
NAESX |
Vanguard Small Cap Index |
| MID-CAP BLEND |
NTIAX |
Columbia Mid Cap Index Fund |
| LARGE VALUE |
ACIIX |
American Century Equity Income Fund Investment |
| LARGE GROWTH |
VPCCX |
Vanguard Primecap Core Investment |
| MID-CAP VALUE |
AVUAX |
American Century Mid Cap Value Investment |
| LARGE GROWTH |
ACVAX |
American Century Strategic Allocation Aggressive Fund |
| Mid-Cap Growth |
BMCIX |
Blackrock U.S. Opportunits Instrument |
| SMALL VALUE |
PSVIX |
Allianz NFJ Small Cap Value Instrument |
| US EQUITY |
PBNI |
Peoples Bancorp Stock |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
HAINX |
Harbor International Fund |
| Foreign Large Blend |
FSIIX |
Fidelity Spartan International Index Investment 17 units |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Mkt Index |
| Intermediate-Term Bond |
PTTDX |
Pimco Total Return D |
|
The following is a moderate-risk model portfolio constructed from the investment options of PEOPLES BANCORP INC. RETIREMENT SAVINGS 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 PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN (PEBO)
