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WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN
Investment Model Portfolios

Investment options of WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

Total Available Funds: 17
Asset Class Ticker Description
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares
Intermediate-Term Bond VBTLX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Admiral Shares
Others
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
Moderate Allocation VGSTX Vanguard STAR Funds: Vanguard STAR Fund; Investor Shares
US EQUITY
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE BLEND VTSAX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Admiral Class Shares
MID-CAP VALUE VASVX Vanguard Whitehall Funds: Vanguard Selected Value Fund; Investor Shares
LARGE VALUE VWNDX Vanguard Windsor Funds: Vanguard Windsor Fund; Investor Shares
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares
LARGE GROWTH VWUSX Vanguard World Funds: Vanguard US Growth Fund; Investor Shares
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Trustees

Investment model portfolios

We provide two types of investment model portfolios for WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP 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
WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Strategic Asset Allocation - Optimal Moderate NA 23.65% 3.80% 8.92% 7.40% 8.20% 7.02% 6.99%
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
WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate NA 17.03% -0.77% 5.49% 4.07% 4.55% 5.48% 5.72%
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