THE PROGRESSIVE 401K PLAN
Investment Model Portfolios

The Progressive Corporation, through its subsidiaries, provides personal and commercial automobile insurance, and other specialty property-casualty insurance products and related services primarily in the United States.

Investment options of THE PROGRESSIVE 401K PLAN

Total Available Funds: 28
Asset Class Ticker Description
US EQUITY
MID-CAP BLEND FLPKX Fidelity Low-Price Stock Fund-K Shares,
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock Fund-K Shares,
SMALL BLEND ASCIX American Beacon Advisors ABF Small Cap Value Fund-Institutional Class,
LARGE VALUE VIVIX Vanguard Value Index Fund-Institutional Class,,
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund-Institutional Class,
SMALL BLEND NAESX Vanguard Small-Cap Index Fund-Institutional Class,
LARGE GROWTH VIGRX Vanguard Growth Index Fund-Institutional Class,
LARGE BLEND VINIX Vanguard Institutional Index Fund,
Small Growth WAAEX Wasatch Small Cap Growth Fund,
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund-K Shares,
Foreign Large Blend VGTSX Vanguard Total International Stock Fund-Investor Class,
Others
ROOT CASH Fidelity Retirement Money Market Portfolio,
ROOT CASH Fidelity Cash Reserves,
unknown unknown Fidelity Managed Income Portfolio II-Class 3,
Moderate Allocation OAKBX Harris Associates L.P.Oakmark Equity and Income Fund,
Retirement Income VTINX Vanguard Target Retirement Income Fund,
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund,
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund,
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund,
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund,
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund,
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund,
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund,
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund,
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund,
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund,
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund-Institutional Class,
Intermediate-Term Bond BND Vanguard Total Bond Market Fund,

Investment model portfolios

We provide two types of investment model portfolios for THE PROGRESSIVE 401K 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2017.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
THE PROGRESSIVE 401K PLAN Tactical Asset Allocation Moderate NA 12.25% 3.98% 5.80% 5.39% 7.76% NA 7.67%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 23.46% 10.63% 15.01% 7.39% 9.46% 7.20% 6.51%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 14.08% 5.63% 7.55% 4.39% 7.12% 6.29% 5.63%

Retirement Plan (401(k)) Info for THE PROGRESSIVE 401K PLAN

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