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STRYKER CORPORATION 401K SAVINGS AND RETIREMENT PLAN
Investment Model Portfolios

Investment options of STRYKER CORPORATION 401K SAVINGS AND RETIREMENT PLAN

Total Available Funds: 27
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan International Fund Class Investor
Foreign Large Blend HAINX Harbor International Instl
US EQUITY
Small Growth AUSAX Columbia Acorn USA Z
SMALL BLEND CRISX CRM Small Cap Value Instl
LARGE GROWTH FCNTX Fidelity Contrafund Fund
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
LARGE BLEND VINIX Vanguard Inst Index Fund Inst
Small Growth WAAEX Wasatch Small Cap Growth
LARGE BLEND FMIHX FMI Large Cap
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Short-Term Bond VFSIX Vanguard Short-Term Invest-Gr Inst
Intermediate-Term Bond VBTIX Vanguard Total Bond Mkt Index Inst
Others
ROOT SYK Stryker Corporation Stock Fund
Moderate Allocation VBAIX Vanguard Balanced Index Fund Inst
ROOT CASH Vanguard Prime Money Mkt Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund

Investment model portfolios

We provide two types of investment model portfolios for STRYKER CORPORATION 401K SAVINGS AND RETIREMENT 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
STRYKER CORPORATION 401K SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate NA 26.62% 4.93% 9.62% 7.60% 8.35% 7.44% 7.62%
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
STRYKER CORPORATION 401K SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate NA 28.12% 4.49% 10.49% 8.19% 8.88% 9.37% 9.07%
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