PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN
Investment Model Portfolios

Total Available Funds: 14
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Growth (R-3) Fund
US EQUITY
LARGE BLEND SSLGX SSgA Aggressive Strategic Balanced Fund – Class I 
MID-CAP BLEND IJH SSgA S&P MidCap Index Fund – Class II
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
SMALL BLEND SESPX SSgA Yield Enhanced Short Term Investment Fund – Class A
Small Growth MGSEX Managers Special Equity Fund
SMALL BLEND DFSTX DFA US Small Cap I
LARGE VALUE TRVLX T.Rowe Price Value
LARGE GROWTH PABGX T.Rowe Price Blue Chip Growth
Others
Moderate Allocation SSLBX SSgA Moderate Strategic Balanced Fund – Class I 
Conservative Allocation SSLIX SSgA Conservative Strategic Balanced Fund – Class I 
ROOT PUSH Publix
FIXED INCOME
SHORT GOVERNMENT TSPGFUND Invesco Stable Value Trust Fund
Intermediate-Term Bond BAGSX Baird Aggregate bond inv

The following is a moderate-risk model portfolio constructed from the investment options of PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN

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