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Cerner Corporation Foundations Retirement Plan
Investment Model Portfolios

Cerner Corporation provides healthcare information technology, healthcare devices, and content solutions for healthcare organizations and consumers in the Americas, Europe, the Middle East, and the Asia Pacific region.

Investment options of Cerner Corporation Foundations Retirement Plan

Total Available Funds: 29
Asset Class Ticker Description
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement rtmt 2005 Mutual Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2010 Mutual Fund
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015 Mutual Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Mutual Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025 Mutual Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Mutual Fund
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt 2035 Mutual Fund
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Mutual Fund
Target Date 2041-2045 TRRKX T. Rowe Price Retirement rtmt 2045 Mutual Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Mutual Fund
Target Date 2050+ TRRNX T. Rowe Price Retirement rtmt 2055 Mutual Fund
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income Mutual Fund
ROOT CERN CERNER CORP STOCK
FIXED INCOME
Intermediate Government CPTNX American Century Gov t Bond Inv Mutual Fund
Intermediate-Term Bond LSIIX Loomis Investment Grade bond Mutual Fund
SHORT GOVERNMENT STABLEVALUE Cerner Stable Value Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Capital Value Mutual Fund
LARGE BLEND ITHIX Hartford Capital app Mutual Fund
LARGE GROWTH RGAFX AF Growth of Amer Mutual Fund
SMALL VALUE ASVIX American Century Small Capital INV Mutual Fund
MID-CAP BLEND FSEMX Spartan Extnd Mkt Index Mutual Fund
LARGE BLEND FUSVX Spartan US EQ Index Mutual Fund
LARGE GROWTH TWCUX American Century Ultra Inv
LARGE BLEND HIACX Hartford Capital Appreciation HLS IA
LARGE BLEND FXSIX SPTN 500 INDEX INST
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity I Mutual Fund
Foreign Large Blend ARTIX Artisan International Inv
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z

Investment model portfolios

We provide two types of investment model portfolios for Cerner Corporation Foundations 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
Cerner Corporation Foundations Retirement Plan Tactical Asset Allocation Moderate NA 4.66% 2.84% 2.49% 2.93% 5.50% 6.48% 6.57%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

Retirement Plan (401(k)) Info for Cerner Corporation Foundations Retirement Plan

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