ROSS STORES INC. 401K SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 17
Asset Class |
Ticker
| Description |
Others |
|
|
Target Date 2016-2020 |
WFOBX |
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2020 Fund; Institutional Class Shares |
Target Date 2000-2010 |
WFOAX |
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Institutional Class Shares |
Target Date 2046-2050 |
WFQFX |
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2050 Fund; Institutional Class Shares |
Target Date 2026-2030 |
WFOOX |
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2030 Fund; Institutional Class Shares |
Target Date 2036-2040 |
WFOSX |
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2040 Fund; Institutional Class Shares |
|
US EQUITY |
|
|
SMALL VALUE |
GSSIX |
Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Institutional Shares |
LARGE BLEND |
SOAVX |
Spirit of America Investment Fund |
LARGE VALUE |
AAGPX |
American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares |
Mid-Cap Growth |
BGRIX |
Baron Investment Funds Trust: Baron Growth Fund; Institutional Class Shares |
SMALL BLEND |
RLPHX |
Royce Fund: Royce Low-Priced Stock Fund; Investment Class Shares |
MID-CAP BLEND |
VEMSX |
Vanguard Index Funds: Vanguard Extended Market Index Fund; Signal Shares |
LARGE GROWTH |
RGAFX |
Growth Fund of America |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
PTTRX |
PIMCO Funds: Total Return Fund; Institutional Class Shares |
Intermediate-Term Bond |
PTRAX |
PIMCO Funds: Total Return Fund; Administrative Class Shares |
Intermediate-Term Bond |
VBTSX |
Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Signal Shares |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
HRINX |
Harbor Funds: Harbor International Fund; Administrative Class Shares |
Foreign Large Blend |
RERFX |
EuroPacific Growth Fund; Class R-5 Shares |
|
The following is a moderate-risk model portfolio constructed from the investment options of ROSS STORES INC. 401K 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 ROSS STORES INC. 401K SAVINGS PLAN