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Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico
Investment Model Portfolios

Cardinal Health, Inc. (Ticker:CAH) has the "Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico".

Investment options of Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico

Total Available Funds: 10
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
Small Growth AUSAX Columbia Acorn USA Fund Z
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND FSTMX Fidelity US Equity Index Pool
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend ACWX State Street Bank and Trust Company Daily MSCI ACWI Ex-US Index Fund
Others
ROOT CASH Fidelity Money Market Fund
ROOT CASH Money market substitute

Investment model portfolios

We provide two types of investment model portfolios for Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico 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
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico Tactical Asset Allocation Moderate NA 28.50% 6.21% 11.91% 5.77% 7.43% 8.43% 8.28%
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