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THE CLOROX COMPANY 401K PLAN
Investment Model Portfolios

Investment options of THE CLOROX COMPANY 401K PLAN

Total Available Funds: 24
Investment Description
EATON VANCE ATLANTA CAPITAL SMID CAP FUNDMUTUAL FUND
D&C STOCK FUND CLASS X MUTUAL FUND
NORTHERN GLOBAL SUSTAINABILITY INDEX FUND MUTUAL FUND
VANGUARD INSTITUTIONAL 500 INDEX TRUST COMMON COLLECTIVE TRUST FUND
VANGUARD INST TOT BD MKT INDEX TRUST COMMON COLLECTIVE TRUST FUND
WELLS FARGO STABLE VALUE FUND COMMON COLLECTIVE TRUST FUND
TRP GR STOCK TRUST CLASS C COMMON COLLECTIVE TRUST FUND
STATE STREET RUSSELL SMALL MID CAP INDEX SECURITIES LENDING SERIES FUND COMMON COLLECTIVE TRUST FUND
VANGUARD INSTL TOT INTL STOCK MKT IX TRCOMMON COLLECTIVE TRUST FUND
MFS INTERNATIONAL EQUITYCIT 3A COMMON COLLECTIVE TRUST FUND
METWWEST TOTAL RETURN BOND FUND COMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT INCOME TRUST I COMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2020 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2025 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2030 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2035 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2040 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2045 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2050 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2055 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2060 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2065 TRUST ICOMMON COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2070 TRUST ICOMMON COLLECTIVE TRUST FUND
THE CLOROX COMPANY COMMON STOCK

Investment model portfolios

We provide two types of investment model portfolios for THE CLOROX COMPANY 401K 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
THE CLOROX COMPANY 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 24.36% 1.41% 5.89% 5.75% 7.43% 6.92% 7.69%
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
THE CLOROX COMPANY 401K PLAN Tactical Asset Allocation Moderate NA 17.85% 1.03% 7.76% 7.72% 9.08% 9.45% 9.43%
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