Fluor Corporation Employees’ Savings Investment Plan
Investment Model Portfolios

Fluor Corporation, through its subsidiaries, provides engineering, procurement, construction, maintenance, and project management services worldwide.

Investment options of Fluor Corporation Employees’ Savings Investment Plan

Total Available Funds: 22
Asset Class Ticker Description
US EQUITY
MID-CAP BLEND GTAVX AIM Mid-Cap Core Equity
LARGE VALUE AADEX American Beacon Large Cap Value
LARGE VALUE TWEIX American Century Equity Income
Small Growth BUFSX Buffalo Small Cap Fund
LARGE GROWTH HACAX Harbor Capital app Fund
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Fund
LARGE VALUE TRVLX T Rowe Price Stable Value Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Others
Retirement Income TRRIX T Rowe Price rtmt Income Fund
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005 Fund
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 Fund
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015 Fund
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 Fund
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025 Fund
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 Fund
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035 Fund
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 Fund
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045 Fund
Target Date 2050+ TRRMX T Rowe Price rtmt 2050 Fund
Target Date 2050+ TRRNX T Rowe Price rtmt 2055 Fund

Investment model portfolios

We provide two types of investment model portfolios for Fluor Corporation Employees’ Savings Investment 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.

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
Fluor Corporation Employees’ Savings Investment Plan Strategic Asset Allocation - Optimal Moderate NA 23.94% 3.03% 8.91% 6.59% 7.33% 6.77% 7.44%
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%

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: 10/31/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Fluor Corporation Employees’ Savings Investment Plan Tactical Asset Allocation Moderate NA 4.04% 6.51% 9.16% 7.52% 9.22% 9.27% 9.05%
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%