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WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN
Investment Model Portfolios

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Investment options of WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN

Total Available Funds: 15
Asset Class Ticker Description
Others
ROOT CASH Fidelity Institutional Money Mkt FDS T
Moderate Allocation GESDX Standard Insurance Company Separate Account A GE Strategic Investment Y
FIXED INCOME
Intermediate-Term Bond HABDX Standard Insurance Company Separate Account A Harbor Bond Instl
SHORT GOVERNMENT STABLEVALUE Standard Insurance Company Stable Asset Fund II
US EQUITY
LARGE VALUE MDLVX Standard Insurance Company Separate Account A BlackRock LC Value I
LARGE BLEND DNVYX Standard Insurance Company Separate Account A Davis NY Venture Y
LARGE BLEND VIFSX Standard Insurance Company Separate Account A Vanguard 500 Index Signal
MID-CAP VALUE GSMCX Standard Insurance Company Separate Account A Goldman Sachs Mid Cap Value I
LARGE GROWTH VMRAX Standard Insurance Company Separate Account A Vanguard Morgan Growth Adml
MID-CAP BLEND VEXMX Standard Insurance Company Separate Account A Vanguard Extended Mkt Index
Mid-Cap Growth RAISX Standard Insurance Company Separate Account A Rainier Small/Mid Cap Eq Instl
SMALL VALUE PCVAX Standard Insurance Company Separate Account A Allianz NFJ Small Cap Value
Small Growth PSCZX Standard Insurance Company Separate Account A Jennison Small Company Z
INTERNATIONAL EQUITY
WORLD STOCK OGIYX Standard Insurance Company Separate Account A Oppenheimer Global Y
Foreign Large Blend HAINX Standard Insurance Company Separate Account A Harbor International Instl

Investment model portfolios

We provide two types of investment model portfolios for WORLD ACCEPTANCE CORPORATION 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
WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 31.22% 7.30% 11.60% 11.29% 9.82% 9.33% 9.52%
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