PS 401(k) PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of PS 401(k) PROFIT SHARING PLAN

Total Available Funds: 24
Asset Class Ticker Description
FIXED INCOME
ULTRASHORT BOND NVSIX Wells Fargo Wells Fargo Stable Return Fund N4
Short-Term Bond SSHIX Wells Fargo Wells Fargo Short Term Investment Fund G
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Institutional Fund
SHORT GOVERNMENT VSGBX The Vanguard Group Mutual Funds Short Term Federal Admiral Fund
Others
EQUITY ^GSPC Wells Fargo Wells Fargo S&P 500 Index Fund N
Moderate Allocation OAKBX The Oakmark Funds Equity & Income I Fund
ROOT PSA Public Storage Company common shares
ROOT PSA Public Storage Company equity shares
ROOT PSA Public Storage Company preferred shares
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Funds Dodge & Cox International Stock Fund
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund
US EQUITY
LARGE GROWTH RGABX American Funds The Growth Fund of America
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contra Fund
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low Price Stock Fund
Mid-Cap Growth FMCSX Fidelity Investments Fidelity Mid-Cap Stock Fund Spartan
LARGE BLEND SLADX Selected American Funds Selected American D Fund
LARGE VALUE PRFDX T. Rowe Price T. Rowe Price Equity Income Fund
Small Growth VEXPX The Vanguard Group Mutual Funds Explorer Admiral Fund
MID-CAP BLEND VXF The Vanguard Group Mutual Funds Extended Market Index Admiral Fund
LARGE VALUE VWNFX The Vanguard Group Mutual Funds Windsor II Admiral Fund
US EQUITY PSB PS Business Parks, Inc. Company preferred stock
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price T. Rowe Price Real Estate Fund

Investment model portfolios

We provide two types of investment model portfolios for PS 401(k) PROFIT SHARING 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: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PS 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA 23.57% 5.95% 10.68% 8.31% 9.18% 9.95% 9.94%
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%

Retirement Plan (401(k)) Info for PS 401(k) PROFIT SHARING PLAN

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