ARCADIS U.S. INC. RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of ARCADIS U.S. INC. RETIREMENT SAVINGS PLAN

Total Available Funds: 31
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AMERICAN FUNDS EUROPAC GRW R6
REAL ESTATE
Global Real Estate GRSIX COHEN & STEERS INSTL GLBL RLTY
US EQUITY
LARGE GROWTH FDGRX FIDELITY GROWTH COMPANY FUND
Mid-Cap Growth VMGIX MID-CAP GROWTH FUND
SMALL BLEND OTCFX SMALL-CAP STOCK FUND
SMALL VALUE VISVX SMALL-CAP VALUE FUND
Small Growth VEXRX VANGUARD EXPLORER, ADM
LARGE BLEND VINIX VANGUARD INST INDEX
MID-CAP BLEND VIMSX VANGUARD MID-CAP INDEX, INST
LARGE GROWTH VPMCX VANGUARD PRIME MKT INSTL
SMALL BLEND VSCIX VANGUARD SMALL CAP INDEX INSTL
LARGE BLEND Vanguard Instl Ttl VANGUARD TTL INTL STK IDX INST
LARGE VALUE VWNAX VANGUARD WINDSOR II ADMIRAL
FIXED INCOME
High Yield Bond PHIYX PIMCO HIGH YIELD INSTL
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
SHORT GOVERNMENT STABLEVALUE TRP STABLE VALUE FUND SCH B
Inflation-Protected Bond VIPIX VANGUARD INFL PROT INSTL
Short-Term Bond VFSTX VANGUARD SHRT-TRM INV GRD
Others
Target Date 2000-2010 VTENX VANGUARD TARGET RTMT 2010 INV
Target Date 2011-2015 VTXVX VANGUARD TARGET RTMT 2015 INV
Target Date 2016-2020 VTWNX VANGUARD TARGET RTMT 2020 INV
Target Date 2021-2025 VTTVX VANGUARD TARGET RTMT 2025 INV
Target Date 2026-2030 VTHRX VANGUARD TARGET RTMT 2030 INV
Target Date 2031-2035 VTTHX VANGUARD TARGET RTMT 2035 INV
Target Date 2036-2040 VFORX VANGUARD TARGET RTMT 2040 INV
Target Date 2041-2045 VTIVX VANGUARD TARGET RTMT 2045 INV
Target Date 2046-2050 VFIFX VANGUARD TARGET RTMT 2050 INV
Target Date 2051+ VFFVX VANGUARD TARGET RTMT 2055 INV
Target Date 2051+ VTTSX VANGUARD TARGET RTMT 2060 INV
Retirement Income VTINX VANGUARD TARGET RTMT INC INV
Moderate Allocation OAKBX OAKMARK EQUITY AND INCOME I

Investment model portfolios

We provide two types of investment model portfolios for ARCADIS U.S. INC. RETIREMENT SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2018.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ARCADIS U.S. INC. RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA -1.53% 3.89% 4.17% 7.70% 5.86% NA 6.31%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ARCADIS U.S. INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 36.65% 9.69% 11.24% 7.24% 6.83% 6.96% 7.56%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%