SAINT-GOBAIN CORPORATION 401K PLAN FOR SALARIED EMPLOYEES
Investment Model Portfolios

Investment options of SAINT-GOBAIN CORPORATION 401K PLAN FOR SALARIED EMPLOYEES

Total Available Funds: 30
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE VALUE VWNAX Vanguard Windsor II Adm
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
Small Growth WAAEX Wasatch Small Cap Growth
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX Acadian Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
FOREIGN SMALL/MID GROWTH MIDJX MFS International New Discovery R4
Foreign Large Blend VFWAX Vanguard FTSE All-Wld ex-US Idx Admiral
Foreign Large Growth VWILX Vanguard International Growth Adm
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value Instl
REAL ESTATE VGSNX Vanguard REIT Index Inst
Others
Moderate Allocation FPUKX Fidelity Puritan K
Target Date 2000-2010 FJIFX Fidelity Freedom Index 2005 W
Target Date 2000-2010 FKIFX Fidelity Freedom Index 2010 W
Target Date 2011-2015 FLIFX Fidelity Freedom Index 2015 W
Target Date 2016-2020 FPIFX Fidelity Freedom Index 2020 W
Target Date 2021-2025 FQIFX Fidelity Freedom Index 2025 W
Target Date 2026-2030 FXIFX Fidelity Freedom Index 2030 W
Target Date 2031-2035 FIHFX Fidelity Freedom Index 2035 W
Target Date 2036-2040 FBIFX Fidelity Freedom Index 2040 W
Target Date 2041-2045 FIOFX Fidelity Freedom Index 2045 W
Target Date 2046-2050 FIPFX Fidelity Freedom Index 2050 W
Target Date 2051+ FDEWX Fidelity Freedom Index 2055 W
Retirement Income FIKFX Fidelity Freedom Index Income W
ROOT CASH FGMXX (CASH)
Target Date 2060+ FDKLX Fidelity Freedom Index 2060
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl

Investment model portfolios

We provide two types of investment model portfolios for SAINT-GOBAIN CORPORATION 401K PLAN FOR SALARIED EMPLOYEES 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.

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
SAINT-GOBAIN CORPORATION 401K PLAN FOR SALARIED EMPLOYEES Strategic Asset Allocation - Optimal Moderate NA 22.67% 2.53% 6.96% 6.12% 7.44% 7.06% 7.72%
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%

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 04/30/2003.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SAINT-GOBAIN CORPORATION 401K PLAN FOR SALARIED EMPLOYEES Tactical Asset Allocation Moderate NA 26.80% 1.93% 6.31% 4.92% 7.06% 7.94% 8.77%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 11.16%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 6.91%