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SandRidge Energy, Inc. 401(k) Plan
Investment Model Portfolios

Investment options of SandRidge Energy, Inc. 401(k) Plan

Total Available Funds: 28
Asset Class Ticker Description
Others
Retirement Income VTINX VTINX
Target Date 2000-2010 VTENX VTENX
Target Date 2011-2015 VTXVX VTXVX
Target Date 2021-2025 VTTVX VTTVX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2031-2035 VTTHX VTTHX
Target Date 2036-2040 VFORX VFORX
Target Date 2041-2045 VTIVX VTIVX
Target Date 2046-2050 VFIFX VFIFX
Equity Energy VGELX VGELX
Target Date 2016-2020 VTWNX VTWNX
US EQUITY
LARGE VALUE RMFGX RMFGX
MID-CAP VALUE ACMVX ACMVX
MID-CAP BLEND NMPAX NMPAX
LARGE BLEND FSTVX FSTVX
LARGE GROWTH FCGAX FCGAX
SMALL BLEND GSSIX GSSIX
Small Growth JSMGX JSMGX
LARGE BLEND PRILX PRILX
Mid-Cap Growth PCBIX PCBIX
SMALL BLEND VSMAX VSMAX
INTERNATIONAL EQUITY
WORLD STOCK RNPGX RNPGX
Foreign Large Blend RERGX RERGX
WORLD STOCK RLLGX RLLGX
REAL ESTATE
REAL ESTATE FARCX FARCX
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
FIXED INCOME
Multisector Bond PIINX PIINX
Intermediate-Term Bond TGCFX TGCFX

Investment model portfolios

We provide two types of investment model portfolios for SandRidge Energy, Inc. 401(k) 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SandRidge Energy, Inc. 401(k) Plan Strategic Asset Allocation - Optimal Moderate NA 22.42% 1.62% 4.78% 4.88% 7.77% 7.01% 7.70%
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%
Data as of 10/31/2024, AR inception is 12/31/2000

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
SandRidge Energy, Inc. 401(k) Plan Tactical Asset Allocation Moderate NA 24.63% -2.15% 3.98% 4.71% 7.33% 8.22% 8.76%
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%
Data as of 10/31/2024, AR inception is 12/31/2000