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SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN
Investment Model Portfolios

Investment options of SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN

Total Available Funds: 33
Asset Class Ticker Description
Others
ROOT CASH Fidelity Institutional Cash Portfolio Money Market Fund
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2050+ FFFHX Fidelity Freedom 2050
Moderate Allocation FASMX Fidelity Asset Mgr 50%
ROOT CASH Money market substitute
US EQUITY
LARGE VALUE FEQIX Fidelity Managed Income Portfolio Fund
LARGE BLEND FGRIX Fidelity Growth and Income Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Portfolio Fund
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund
LARGE GROWTH INYDX Pioneer Indpendence
Mid-Cap Growth FRSGX Franklin Small Mid Cap Growth A
US EQUITY MSI MSI Balance Advanced Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value
LARGE VALUE KDHSX DWS Dreman High Return Equity Class A
LARGE GROWTH VIGSX Vanguard Growth Index Signal Shares
LARGE GROWTH FCNTX Fidelity Contrafund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond BIV Vanguard Intermediate Term Bond Index Signal Shares
Intermediate-Term Bond FGBPX Fidelity Invst Gr Bd
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Foreign Equity
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Templeton Developing Markets Class A

Investment model portfolios

We provide two types of investment model portfolios for SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Simon Property Group and Adopting Entities Matching Savings Plan Tactical Asset Allocation Moderate NA 5.18% 5.56% 4.76% 4.52% 7.32% 7.97% 8.71%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

Retirement Plan (401(k)) Info for SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN

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