BROWN-FORMAN CORPORATION SAVINGS PLAN Investment Model Portfolios

The symbol of the complany is BF-B.

Investment options of BROWN-FORMAN CORPORATION SAVINGS PLAN

Total Available Funds: 27

Asset Class

Ticker

Description

US EQUITY
Mid-Cap Growth	JAENX	Janus Enterprise Fund
SMALL BLEND	RLPHX	Royce Low Priced Stock Fund
LARGE BLEND	ITHIX	Hartford Capital app Fund
LARGE VALUE	MEIJX	Massachusetts Financial Services Value Fund R4
LARGE GROWTH	FDGRX	Fidelity Growth Company Fund
MID-CAP BLEND	FLPSX	Fidelity Low Priced Stock Fund/K
MID-CAP VALUE	ARVIX	Allegiant Mid Cap Value I
MID-CAP BLEND	FSEMX	Spartan Extended Mkt Index Fund
LARGE BLEND	FUSEX	Spartan U.S. Equity Index Fund

FIXED INCOME
Intermediate-Term Bond	PTTRX	Pacific Investment Management Company Total Return Fund

INTERNATIONAL EQUITY
Foreign Large Growth	FDIKX	Fidelity Diversified International Fund/ K
Foreign Large Blend	FSIIX	Spartan International Index Fund

Others
Retirement Income	FFFAX	Fidelity Freedom Income
Target Date 2000-2010	FFFBX	Fidelity Freedom 2000
Target Date 2000-2010	FFFCX	Fidelity Freedom 2010
Target Date 2016-2020	FFFDX	Fidelity Freedom 2020
Target Date 2026-2030	FFFEX	Fidelity Freedom 2030
Target Date 2036-2040	FFFFX	Fidelity Freedom 2040
Target Date 2000-2010	FFFVX	Fidelity Freedom 2005
Target Date 2011-2015	FFVFX	Fidelity Freedom 2015
Target Date 2021-2025	FFTWX	Fidelity Freedom 2025
Target Date 2031-2035	FFTHX	Fidelity Freedom 2035
Target Date 2041-2045	FFFGX	Fidelity Freedom 2045
Target Date 2050+	FFFHX	Fidelity Freedom 2050
ROOT	CASH	rtmt Money Mkt Portfolio
unknown	unknown	Fidelity Managed Income Portfolio
ROOT	CASH	Institutional Money Mkt Portfolio - Class 1 Money market deposit account interest rate 0.47%

Investment model portfolios

We provide two types of investment model portfolios for BROWN-FORMAN CORPORATION SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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
Brown-Forman Corporation Savings Plan Tactical Asset Allocation Moderate	NA	23.74%	0.90%	5.04%	4.59%	5.43%	6.20%	6.76%
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%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	Brown-Forman ... Moderate	-1.01	23.74	0.90	5.04	4.59	5.43	6.20	6.76	NA	7.72	14.60	-17.58	8.10	13.48	9.44	-0.47	11.73	1.34	-0.77	0.71	15.43	7.49	-0.18	9.86	16.09	-3.44	9.81	13.37	5.22	10.61	17.95	3.34	6.98	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	8.70	NA	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	5.79	NA	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	Brown-Forman ... Moderate	NA	0.28	-0.25	0.20	0.33	NA	NA	0.69	0.04	0.13	1.15	-1.28	0.96	1.49	1.89	-0.24	2.43	0.28	-0.16	0.11	2.30	1.53	-0.02	0.89	1.98	-1.05	0.71	1.43	0.54	1.34	3.09	0.53	1.14	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.23	0.32	0.74	0.56	NA	NA	0.44	-0.70	1.44	1.69	-0.81	2.17	0.53	2.40	-0.34	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.15	1.24	0.25	0.88	1.63	-0.90	-0.68	-0.59	0.98	1.24	1.62	1.63	4.33	-0.18	0.91	0.58	1.92	-0.53	1.73	0.60	0.00	0.31	1.49	-0.24	0.80	0.65	-1.27	1.19	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.29	0.15	0.51	0.38	NA	NA	0.49	-0.10	0.48	1.37	-1.22	1.32	0.70	2.78	-0.86	3.76	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.41	1.36	0.50	1.49	2.09	-0.75	-0.58	-0.23	1.08	1.57	1.57	0.93	4.20	4.63	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	Brown-Forman ... Moderate	NA	8.84	11.25	10.30	8.17	NA	NA	7.49	7.42	8.90	8.98	14.81	8.43	8.89	4.26	7.44	4.57	4.08	5.10	6.43	6.69	4.86	8.72	11.02	8.06	4.15	9.61	7.06	5.66	7.23	5.59	4.19	4.09	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.39	18.60	17.94	18.44	NA	NA	18.12	28.69	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.43	10.86	10.39	10.40	NA	NA	11.50	14.60	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	Brown-Forman ... Moderate	NA	5.36	22.52	24.80	24.80	NA	NA	24.80	0.62	5.35	9.66	23.39	4.67	10.68	2.89	6.44	2.27	3.86	4.43	5.97	5.03	4.51	8.40	9.55	4.26	6.76	7.31	7.89	4.80	6.28	3.58	4.77	2.77	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	13.24	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	Brown-Forman ... Moderate	NA	3.36	3.46	3.38	3.10	NA	NA	3.65	NA	0.75	3.29	2.51	3.80	4.60	2.76	1.28	0.23	3.13	5.12	4.03	3.25	4.14	2.20	4.27	4.40	2.66	4.54	3.41	1.99	5.79	3.62	5.32	6.93	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Retirement Plan (401(k)) Info for BROWN-FORMAN CORPORATION SAVINGS PLAN

BROWN-FORMAN CORPORATION SAVINGS PLAN

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