NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN

Total Available Funds: 20
Asset Class Ticker Description
US EQUITY
Small Growth ALSRX ALGR SM CP GRW
SMALL BLEND STSVX DREYFUS BOSTON CO SM CAP VAL
LARGE GROWTH TRLGX TROWE LG CAP GR
LARGE BLEND VTSMX VANGUARD TTL STK MKT
LARGE VALUE VWNDX VANGUARD WINDSOR
REAL ESTATE
REAL ESTATE CSRSX C S REALTY
Others
Moderate Allocation DODBX DODGE & COX BAL
ROOT LOAN Manhattan Bridge Capital, Inc.
Target Date 2000-2010 TRRAX TROWE RTMT 2010
Target Date 2016-2020 TRRBX TROWE RTMT 2020
Target Date 2026-2030 TRRCX TROWE RTMT 2030
Target Date 2036-2040 TRRDX TROWE RTMT 2040
Retirement Income TRRIX TROWE RTMT INC
ROOT CASH WILMINGTON PRIME MONEY MARKET FUND
INTERNATIONAL EQUITY
Foreign Large Value VTRIX INTL VALUE
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LAZARD EMG MKT
FIXED INCOME
Multisector Bond RPSIX TROWE SPECTRUM INC
FIXED INCOME VBMFX VANGUARD FIXED INC SEC
Inflation-Protected Bond VIPSX VANGUARD INFLA PROT SEC
SHORT GOVERNMENT STABLEVALUE WELLS FARGO STABLE VALUE C

Investment model portfolios

We provide two types of investment model portfolios for NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING 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
NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate NA 31.57% 11.73% 11.50% 8.04% 8.34% 7.75% 7.59%
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
NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA 27.70% 10.16% 11.77% 7.24% 7.42% 8.85% 9.56%
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%