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PGT SAVINGS PLAN
Investment Model Portfolios

Investment options of PGT SAVINGS PLAN

Total Available Funds: 21
Asset Class Ticker Description
US EQUITY
MID-CAP BLEND GTAVX AIM Mid-Cap Core Equity
LARGE VALUE AAGPX American Beacon Large Cap Value
LARGE VALUE TWEIX American Century Equity Income
Small Growth BUFSX Buffalo Small Cap Fund
LARGE GROWTH HCAIX Harbor Capital app Fund
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Fund,
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional
Others
Retirement Income TRRIX T Rowe Price rtmt Income Fund,
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005 Fund,
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 Fund,
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015 Fund,
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 Fund,
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025 Fund,
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 Fund,
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035 Fund,
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 Fund,
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045 Fund,
Target Date 2050+ TRRMX T Rowe Price rtmt 2050 Fund,
Target Date 2050+ TRRNX T Rowe Price rtmt 2055 Fund,

Investment model portfolios

We provide two types of investment model portfolios for PGT 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.

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
PGT Savings Plan Tactical Asset Allocation Moderate NA 23.33% 1.04% 5.58% 4.89% 4.92% 5.77% 6.27%
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