BEAZER HOMES USA, INC. 401(k) PLAN
Investment Model Portfolios

Investment options of BEAZER HOMES USA, INC. 401(k) PLAN

Total Available Funds: 27
Asset Class Ticker Description
Others
EQUITY BZH Beazer Homes USA Inc. Company Stock
ROOT CASH Fidelity Stock Purchase Money Mkt Account
EQUITY BZH Beazer Homes USA Inc. Stock Fund
unknown unknown Fidelity Managed Income Portfolio
ROOT CASH Fidelity rtmt Money Mkt 439 shares
Moderate Allocation CTFBX Columbia Funds Columbia Acorn Fund
Moderate Allocation FBALX Fidelity Balanced Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Inflation-Protected Bond PRTNX Pacificr Real Return Bond Adv Fund
US EQUITY
Mid-Cap Growth MPEGX Morgan Stanley Mid Cap Grrowth
MID-CAP VALUE AMDIX American Beacon Large Cap Value Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund
SMALL VALUE PSVIX Allianz Allianz NFJ Small Cap Value Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
LARGE GROWTH FCNTX Fidelity Contrafund
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund

Investment model portfolios

We provide two types of investment model portfolios for BEAZER HOMES USA, INC. 401(k) 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.

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
BEAZER HOMES USA, INC. 401(k) PLAN Tactical Asset Allocation Moderate NA 23.97% -0.94% 4.80% 4.40% 5.30% 6.64% 7.50%
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%

Retirement Plan (401(k)) Info for BEAZER HOMES USA, INC. 401(k) PLAN

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