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Peabody Investments Corp.Employee Retirement Account
Investment Model Portfolios

Peabody Energy Corporation, through its subsidiaries, engages in the exploration, mining, and production of coal worldwide.

Investment options of Peabody Investments Corp.Employee Retirement Account

Total Available Funds: 37
Asset Class Ticker Description
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE VALUE SSHFX Sound Shore Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid-Cap Growth Fund
MID-CAP BLEND FSEMX Vanguard Extended Mkt Index Fund
LARGE GROWTH HACAX Harbor Capital app Fund
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
SMALL BLEND TRSSX T. Rowe Price Retirement Small-Cap Stock Fund
SMALL BLEND LZSCX Lazard U.S. Small Cap Equity Value
SMALL BLEND MPSCX Morgan Stanley InstT U.S. Small Cap Value Portfolio
Mid-Cap Growth BARAX Baron Asset Fund
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
Foreign Large Blend VDMIX Vanguard Developed Mkts Index Fund
Foreign Large Value VTRIX Vanguard International Value Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Long-Term Bond VBLTX Vanguard LT Bond Index Fund
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund
Intermediate Government VFIIX Vanguard GNMA Fund
LONG GOVERNMENT VUSTX Vanguard LT Treasury Fund
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Index Fund
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
Others
ROOT CASH Vanguard Prime Money Mkt Fund (2)
Retirement Income VTINX Vanguard Target rtmt Income Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund
unknown unknown Vanguard rtmt Savings Tr

Investment model portfolios

We provide two types of investment model portfolios for Peabody Investments Corp.Employee Retirement Account 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
Peabody Investments Corp.Employee Retirement Account Tactical Asset Allocation Moderate NA 15.25% 1.62% 5.71% 5.54% 6.88% 8.98% 9.31%
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%
Data as of 10/31/2024, AR inception is 12/31/2000

Retirement Plan (401(k)) Info for Peabody Investments Corp.Employee Retirement Account

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