THE HANOVER INSURANCE GROUP RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of THE HANOVER INSURANCE GROUP RETIREMENT SAVINGS PLAN

Total Available Funds: 24
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional Class
Intermediate-Term Bond VBTSX Spartan International Index Fund - Investor Class
US EQUITY
LARGE VALUE MEIIX MFS Value Fund - Class R4
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
Mid-Cap Growth ARTMX Artisan Mid-Cap Fund
LARGE GROWTH AGTHX American Funds Growth Fund Of America - Class
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund - Class K
SMALL BLEND FSLCX Fidelity Small-Cap Stock Fund
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal
Others
ROOT CASH Fidelity rtmt Money Mkt Portfolio
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFCX Vanguard Total Bond Mkt Index Fund Signal
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
ROOT CASH Fidelity US Treasury Money Mkt Fund
unknown unknown Fidelity Managed Income Portfolio II - Class 2 Common Collective Tr
EQUITY THG The Hanover Insurance Group Company Stock Fund THG Common Stock
ROOT CASH Cash & Cash Equivalents
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund - Class K
Foreign Large Blend FSIIX Vanguard Mid-Cap Index Fund Signal

Investment model portfolios

We provide two types of investment model portfolios for THE HANOVER INSURANCE GROUP RETIREMENT 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
THE HANOVER INSURANCE GROUP RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 24.89% 1.44% 4.87% 4.22% 5.15% 6.29% 7.23%
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%

Retirement Plan (401(k)) Info for THE HANOVER INSURANCE GROUP RETIREMENT SAVINGS PLAN

Click here for more plan details and features ►