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SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN
Investment Model Portfolios

Investment options of SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN

Total Available Funds: 19
Asset Class Ticker Description
Others
no found no ticker PIMCO Stable Income Fund Class 2
Conservative Allocation SMOAX SEI Moderate Strategy A
no found no ticker SEI Market Growth StrategyA
no found no ticker SEI Aggressive StrategyA
no found no ticker PIMCO StockPLUS Fund
FIXED INCOME
Intermediate-Term Bond TRLVX SEI Core Fixed Income A
High Yield Bond SHYAX SEI High Yield Bond A
Inflation-Protected Bond PRLPX PIMCO Real Return P
Intermediate-Term Bond WATFX Western Asset Core Bond Fund I
Intermediate-Term Bond PMBIX PIMCO Total Return II
US EQUITY
LARGE BLEND VFINX SEI S&P 500 Index A
LARGE VALUE TRMVX SEI Large Cap Value A
LARGE GROWTH SELCX SEI Large Cap Growth A
SMALL VALUE SESVX SEI Small Cap Value A
Small Growth SSCGX SEI Small Cap Growth A
SMALL BLEND SMCEX Columbia Small Cap Core Z
INTERNATIONAL EQUITY
Foreign Large Blend SEITX SEI International Equity Tr
Emerging Market
DIVERSIFIED EMERGING MKTS SIEMX SEI Emerging Markets Equity Tr
REAL ESTATE
REAL ESTATE SETAX SEI Real Estate A

Investment model portfolios

We provide two types of investment model portfolios for SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT 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
SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate NA 24.34% 0.38% 4.84% 4.52% 6.11% 5.78% 6.29%
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
SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate NA 19.80% 2.30% 8.32% 6.24% 7.61% 9.20% 9.05%
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

Retirement Plan (401(k)) Info for SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN

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