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BARRICK RETIREMENT PLAN
Investment Model Portfolios

Investment options of BARRICK RETIREMENT PLAN

Total Available Funds: 31
Asset Class Ticker Description
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE BLEND FXSIX SPTN 500 INDEX INST
MID-CAP VALUE FSMVX H & W MID CAP VAL I
Mid-Cap Growth MGOYX MUNDER MDCPCORE GR Y
MID-CAP BLEND VMISX VANG MID CAP IDX SIG
Small Growth HDMBX HARTFORD SMCO HLS IA
SMALL VALUE ROFIX ROYCE OPPORTUNITY I
Others
not found no ticker GEIF US LGCP COR INV
not found no ticker LZRD EMRG MKTS EQ IS
Moderate Allocation DODBX DODGE & COX BALANCED
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2050+ FDENX FID FREEDOM K 2055
Retirement Income FFKAX FID FREEDOM K INCOME
not found no ticker FID MGD INC PORT II
ROOT CASH FID RETIRE MMKT
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond VIPSX VANG INFL PROT SEC
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG

Investment model portfolios

We provide two types of investment model portfolios for BARRICK RETIREMENT 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.

Tactical Asset Allocation Model Portfolio

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

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BARRICK RETIREMENT PLAN Tactical Asset Allocation Moderate NA 14.01% -1.19% 5.99% 4.70% 5.98% 6.81% 7.62%
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%
Data as of 10/31/2024, AR inception is 12/31/2000