Foot Locker 401(k) Plan
Investment Model Portfolios

--

Investment options of Foot Locker 401(k) Plan

Total Available Funds: 8
Asset Class Ticker Description
Others
ROOT unknow FL Fixed Income I Portfolio
World Allocation FGBLX FL Global Balanced Portfolio
EQUITY FL Foot Locker Stock Fund
US EQUITY
LARGE GROWTH FLCSX FL Large Cap Structured Equity Portfolio
LARGE BLEND REASX Russell Equity I Fund
LARGE BLEND REASX Russell Equity II Fund
FIXED INCOME
Intermediate-Term Bond RFAYX FL Russell 1000 Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend RINSX Russell All International Mkts Portfolio

Investment model portfolios

We provide two types of investment model portfolios for Foot Locker 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/29/2017.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Foot Locker 401(k) Plan Strategic Asset Allocation - Optimal Moderate NA 10.34% 4.80% 7.20% 3.49% 6.10% NA 4.06%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.39% 10.56% 14.00% 7.17% 9.91% 6.86% 6.36%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 5.61% 7.08% 4.36% 7.40% 6.13% 5.54%

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: 09/29/2017.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Foot Locker 401(k) Plan Tactical Asset Allocation Moderate NA 10.06% 0.47% 4.68% 3.19% 6.19% NA 5.46%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.39% 10.56% 14.00% 7.17% 9.91% 6.86% 6.36%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 5.61% 7.08% 4.36% 7.40% 6.13% 5.54%