HARRIS CORPORATION RETIREMENT PLAN
Investment Model Portfolios

Investment options of HARRIS CORPORATION RETIREMENT PLAN

Total Available Funds: 22
Asset Class Ticker Description
Others
BALANCE FUND VBINX BALANCED FUND
not found no ticker HARRIS STOCK FUND
Target Date 2016-2020 VTWNX LIFECYCLE FUND 2020
Target Date 2021-2025 VTTVX LIFECYCLE FUND 2025
Target Date 2026-2030 VTHRX LIFECYCLE FUND 2030
Target Date 2031-2035 VTTHX LIFECYCLE FUND 2035
Target Date 2036-2040 VFORX LIFECYCLE FUND 2040
Target Date 2041-2045 VTIVX LIFECYCLE FUND 2045
Target Date 2046-2050 VFIFX LIFECYCLE FUND 2050
Target Date 2051+ VFFVX LIFECYCLE FUND 2055
not found no ticker LIFECYCLE FUND RETIREMENT
US EQUITY
LARGE VALUE VIVAX EQUITY INCOME FUND
MID-CAP BLEND VIMSX Extended Equity Index Fund
LARGE GROWTH VWUSX GROWTH FUND
US EQUITY VTSMX INDEX EQUITY FUND
US Large Cap IWB RUSSELL 1000 IDX
Small Growth VISGX SMALL CAP GROWTH
SMALL VALUE VISVX SMALL CAP VALUE
FIXED INCOME
FIXED INCOME VBMFX Fixed Income Fund
Intermediate-Term Bond AGG PASSIVE AGGREGATE
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX INTERNATIONAL FUND

Investment model portfolios

We provide two types of investment model portfolios for HARRIS CORPORATION 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.

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
HARRIS CORPORATION RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate NA 35.40% 13.54% 14.32% 9.85% 9.58% 7.90% 7.73%
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: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HARRIS CORPORATION RETIREMENT PLAN Tactical Asset Allocation Moderate NA 34.66% 9.88% 10.83% 6.47% 5.88% 6.33% 6.99%
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%