The BNA 401(k) Plan
Investment Model Portfolios

The symbol of the complany is BNA.

Investment options of The BNA 401(k) Plan

Total Available Funds: 9
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth ARTMX Artisan Mid Cap Fund
LARGE BLEND TRSGX T Rowe Price Personal Strategy-Growth
LARGE BLEND ITHAX Hartford Capital Appreciation Fund A
LARGE BLEND VFINX Vanguard Index Trust 500 Fund
INTERNATIONAL EQUITY
Foreign Large Growth SWOIX Laudus International MarketMasters Fund
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE Charles Schwab Stable Value Fund
Others
Moderate Allocation TRPBX T Rowe Price Personal Strategy-Balanced
Conservative Allocation PRSIX T Rowe Price Personal Strategy-Income

Investment model portfolios

We provide two types of investment model portfolios for The BNA 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
The BNA 401(k) Plan Tactical Asset Allocation Moderate NA 31.89% 6.65% 8.03% 6.21% 6.67% 7.13% 6.79%
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%