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Friendly Ford 401(k) Retirement Plan
Investment Model Portfolios

Friendly Ford 401(k) Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of Friendly Ford 401(k) Retirement Plan

Total Available Funds: 26
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE principal stable value fund
Muni National Long PTEAX prin bond emph bal sep acct-r6
Muni National Long noticker prin stock emph bal sep act-r6
Intermediate Government PRCMX prin govt & ho bond sa-r6
Inflation-Protected Bond PIFSX prin u.s. property sep acct-r6
Intermediate-Term Bond PBMPX prin bond and mortgage sa-r6
US EQUITY
SMALL BLEND PSBPX prin smcap blend sep acct -r6
MID-CAP BLEND PMBPX prin mid cap blend sep acct-r6
SMALL BLEND PSSPX prin intl smallcap sep acct-r6
LARGE GROWTH PDPPX prin lgcap growth sep acct-r6
LARGE BLEND PLFPX prin lgcap s&p 500 index sa-r6
MID-CAP VALUE PABVX prin midcap value i sa-r6
Mid-Cap Growth PPQPX prin midcap growth iii sa-r6
LARGE BLEND PPZPX prin largecap blend ii sa-r6
LARGE VALUE PPSRX prin largecap value iii sa-r6
Small Growth PPMPX prin smallcap growth ii sa-r6
SMALL VALUE PLARX prin smallcap value ii sa-r6
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX prin intl emerg markets sa-r6
INTERNATIONAL EQUITY
Foreign Large Blend PINPX prin diversified intl sa-r6
Others
Target Date 2000-2010 PTAPX prin lifetime 2010 sep acct-r6
Target Date 2016-2020 PTBPX prin lifetime 2020 sep acct-r6
Target Date 2026-2030 PTCPX prin lifetime 2030 sep acct-r6
Target Date 2036-2040 PTDPX prin lifetime 2040 sep acct-r6
Target Date 2050+ PTEFX prin lifetime 2050 sep acct-r6
Retirement Income PLSPX prin lifetime strat inc sa-r6
EQUITY PFG prin fin grp inc stock sa-r6

Investment model portfolios

We provide two types of investment model portfolios for Friendly Ford 401(k) 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
Friendly Ford 401(k) Retirement Plan Tactical Asset Allocation Moderate NA 12.79% -3.14% 3.64% 2.63% 3.98% 5.61% 5.77%
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 21.20% 0.94% 5.44% 5.42% 6.79% 5.80% 5.54%
Data as of 10/31/2024, AR inception is 12/31/2000

Retirement Plan (401(k)) Info for Friendly Ford 401(k) Retirement Plan

Click here for more plan details and features ►