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Precision Strip, Inc. Retirement and Savings Plan
Investment Model Portfolios

Investment options of Precision Strip, Inc. Retirement and Savings Plan

Total Available Funds: 25
Investment Description
FIDELITY 500 INDEX FUND
MFS VALUE FUND CLASS R6
AMERICAN FUNDS THE GROWTH FUND OF AMERICA CLASS R-6
HARTFORD SMALL COMPANY HLS FUND CLASS IA
FIDELITY DIVERSIFIED INTERNATIONAL K6 FUND
PIMCO TOTAL RETURN INSTITUTIONAL CLASS
VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY
FIDELITY U. S. BOND INDEX FUND
FIDELITY EXTENDED MARKET INDEX FUND
FIDELITY TOTAL INTERNATIONAL INDEX FUND
BLACKROCK HIGH YIELD BOND PORTFOLIO INSTITUTIONAL
FIDELITY INFLATION-PROTECTED BOND INDEX FUND
DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND
FIDELITY FREEDOM BLEND 2025 COMMINGLED POOL CLASS S
FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL CLASS S
FIDELITY FREEDOM BLEND 2035 COMMINGLED POOL CLASS S
FIDELITY FREEDOM BLEND 2040 COMMINGLED POOL CLASS S
FIDELITY FREEDOM BLEND 2045 COMMINGLED POOL CLASS S
FIDELITY FREEDOM BLEND 2050 COMMINGLED POOL CLASS S
FIDELITY FREEDOM BLEND 2055 COMMINGLED POOL CLASS S
FIDELITY FREEDOM BLEND 2060 COMMINGLED POOL CLASS S
FIDELITY FREEDOM BLEND INCOME COMMINGLED POOL CLASS S
GABELLI FUNDS GABELLI US TREASURY MONEY MARKET FUND
FIDELITY INVESTMENTS INTEREST-BEARING CASH

Investment model portfolios

We provide two types of investment model portfolios for Precision Strip, Inc. Retirement and 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
Precision Strip, Inc. Retirement and Savings Plan Tactical Asset Allocation Moderate NA -0.03% 2.37% 3.38% 3.06% 5.63% 6.51% 7.39%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000