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WEBSTER BANK RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of WEBSTER BANK RETIREMENT SAVINGS PLAN

Total Available Funds: 31
Investment Description
JANUS HENDERSON TRITON FUND CLASS I
PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS
VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY FUND CLASS R6
THE HARTFORD WORLD BOND FUND CLASS R6
DODGE & COX STOCK FUND CLASS I
VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES
DODGE & COX INTERNATIONAL STOCK FUND CLASS I
MFS MID CAP VALUE FUND CLASS R6
AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND CLASS R6
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND CLASS R6
AMERICAN FUNDS THE GROWTH FUND OF AMERICA CLASS R6
VANGUARD TARGET RETIREMENT INCOME FUND
VANGUARD TARGET RETIREMENT 2020 FUND
VANGUARD TARGET RETIREMENT 2025 FUND
VANGUARD TARGET RETIREMENT 2030 FUND
VANGUARD TARGET RETIREMENT 2035 FUND
VANGUARD TARGET RETIREMENT 2040 FUND
VANGUARD TARGET RETIREMENT 2045 FUND
VANGUARD TARGET RETIREMENT 2050 FUND
VANGUARD TARGET RETIREMENT 2055 FUND
VANGUARD TARGET RETIREMENT 2060 FUND
VANGUARD TARGET RETIREMENT 2065 FUND
FIDELITY GOVERNMENT MONEY MARKET FUND
FIDELITY INVESTMENTS MONEY MARKET TREASURY ONLY PORTFOLIO CLASS I
FIDELITY BALANCED FUND CLASS K
FIDELITY DIVERSIFIED INTERNATIONAL FUND CLASS K
FIDELITY MID-CAP STOCK FUND CLASS K
FIDELITY 500 INDEX FUND
FIDELITY INTERNATIONAL INDEX FUND
FIDELITY EXTENDED MARKET INDEX FUND
FIDELITY GROWTH COMPANY K6 FUND

Investment model portfolios

We provide two types of investment model portfolios for WEBSTER BANK 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Webster Bank Retirement Savings Plan Tactical Asset Allocation Moderate NA 28.91% 2.44% 5.57% 4.94% 6.08% 7.03% 7.80%
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