Agrium 401(k) Retirement Savings Plan
Investment Model Portfolios

--
Total Available Funds: 13
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset GIC Fund,
Intermediate-Term Bond TRLVX SEI Core Fixed Income Fund,
WORLD BOND SEFIX SEI International Portfolio Fund,
Others
Moderate Allocation SMGSX SEI Market Growth Strategy Fund,
Moderate Allocation SEAIX SEI Aggressive Strategy Fund,
Conservative Allocation SMOAX SEI Moderate Strategy Fund,
Conservative Allocation SVSAX SEI Conservative Strategy Fund,
US EQUITY
LARGE GROWTH SELCX SEI Large Cap Growth Fund,
SMALL VALUE SESVX SEI Small Cap Value Fund,
LARGE BLEND VINIX SEI S&P 500 Index Fund,
LARGE VALUE TRMVX SEI Large Cap Value Fund,
Small Growth SPWIX SEI Small Cap Growth Fund,
MID-CAP BLEND SEMCX SEI Mid Cap Fund,

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


Click here for more plan details and features ►