CBRE 401(k) Plan
Investment Model Portfolios

Total Available Funds: 31
Asset Class Ticker Description
US EQUITY
MID-CAP VALUE AVUAX AMERICAN CENTURY MID CAP VALUE
LARGE GROWTH RGAFX AMERICAN GROWTH FUND OF AMER R
LARGE VALUE MADVX BLACKROCK EQUITY DIVIDEND I
Mid-Cap Growth GGOIX GOLDMAN:GRO OPPTYS;INS
LARGE BLEND VFINX NORTHERN TR CL S&P 500 IDX II
SMALL VALUE JSCOX PERKINS SMALL CAP VALUE CL I
Small Growth WFGDX WELLS FARGO ADV EMERGING
Small Growth WFSIX WELLS FARGO ADVANTAGE SMALL CAP GROWTH
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AMERICAN EUROPACIFIC GR FD R5
WORLD STOCK OAKGX OAKMARK GLOBAL FUND CL I
Others
ROOT CBG CBRE STOCK FUND
not found no ticker LOAN FUND
ROOT CASH MONEY MARKET FUND
Moderate Allocation OAKBX OAKMARK EQUITY & INCOME FD
ROOT ODVIX OPPENHEIMER DEVELOPING MARKETS
Natural Resources PGNAX PRUDENTIAL JENNISON NATURAL RESOURCES
Technology RIFYX RS TECHNOLOGY FUND CL Y
Target Date 2000-2010 VTENX VANGUARD 2010 TARGET RETIREMNT
Target Date 2011-2015 VTXVX VANGUARD 2015 TARGET RETIREMNT
Target Date 2016-2020 VTWNX VANGUARD 2020 TARGET RETIREMNT
Target Date 2021-2025 VTTVX VANGUARD 2025 TARGET RETIREMNT
Target Date 2026-2030 VTHRX VANGUARD 2030 TARGET RETIREMNT
Target Date 2031-2035 VTTHX VANGUARD 2035 TARGET RETIREMNT
Target Date 2036-2040 VFORX VANGUARD 2040 TARGET RETIREMNT
Target Date 2041-2045 VTIVX VANGUARD 2045 TARGET RETIREMNT
Target Date 2046-2050 VFIFX VANGUARD 2050 TARGET RETIREMNT
Target Date 2051+ VFFVX VANGUARD 2055 TARGET RETIREMNT
Retirement Income VTINX VANGUARD TRGT INCOME RETRMNT
FIXED INCOME
Intermediate-Term Bond DBIRX DREYFUS BOND MARKET INDEX BASI
SHORT GOVERNMENT STABLEVALUE INVESCO STABLE VALUE RET CL 1
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL

The following is a moderate-risk model portfolio constructed from the investment options of CBRE 401(k) 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 CBRE 401(k) Plan

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