OMNICOM GROUP RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of OMNICOM GROUP RETIREMENT SAVINGS PLAN

Total Available Funds: 26
Asset Class Ticker Description
US EQUITY
MID-CAP BLEND DMCVX DREY OP MIDCAP VAL A
LARGE VALUE EILVX EATON VALUE LG CAP VAL I
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
Small Growth MSSMX MSIF SMALL CO GR PORT
Small Growth MSSGX MSIF SMALL CO GRTH I
LARGE GROWTH NBSLX NB SOCIALLY RESP I
SMALL BLEND RSPYX RS PARTNERS FUND Y
LARGE BLEND FXSIX SPTN 500 INDEX INST
LARGE GROWTH TPLGX TRP INST LGCP CORE
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFIED INTL K
Others
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2050+ FDENX FID FREEDOM K 2055
Retirement Income FFKAX FID FREEDOM K INCOME
ROOT OMC OMNICOM STOCK FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND

Investment model portfolios

We provide two types of investment model portfolios for OMNICOM GROUP RETIREMENT SAVINGS 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
OMNICOM GROUP RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA 36.41% 13.45% 20.23% 12.18% 10.89% 8.99% 8.72%
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
OMNICOM GROUP RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 37.27% 11.07% 14.94% 8.31% 7.48% 7.42% 7.80%
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%