Blyco Electric Enrollment - Web Book - 2025 - Flipbook - Page 31
BLYCO ELECTRIC, LLC 401(K) PLAN
MODEL INVESTMENT PORTFOLIOS
as of April 10, 2025
Conservative
Moderately Conservative
Short-Term Investor- Will Need Access to
Money within 3 Years
Very Uncomfortable with any Risk
Exposure
May be Suitable for 3 to 5 Year Time
Horizon
Willing to Take Minimal Risk for Possible
Growth
Vanguard Growth Index Adm
2.0%
Vanguard Equity-Income Adm
2.5%
JPMorgan Mid Cap Growth R
0.5%
Allspring Special Mid Cap Val
0.6%
American Century Small Cap
0.4%
Vanguard Small Cap Value Ind 0.4%
Vanguard Developed Markets
2.5%
DFA International Small Com
0.6%
Cohen & Steers Instl Realty S
0.5%
American Funds Bond Fund of 36.0%
Fidelity Advisor Strategic Inco 13.5%
Dodge & Cox Global Bond I
9.0%
Invesco Stable Value Trust 15.8%
Vanguard Federal Money Mar 15.8%
Vanguard Growth Index Admir 6.0%
Vanguard Equity-Income Adm
7.5%
JPMorgan Mid Cap Growth R6 1.5%
Allspring Special Mid Cap Value 1.8%
American Century Small Cap G 1.2%
Vanguard Small Cap Value Ind 1.2%
Vanguard Developed Markets
7.5%
DFA International Small Compa 1.8%
Cohen & Steers Instl Realty Sha 1.5%
American Funds Bond Fund of 28.0%
Fidelity Advisor Strategic Incom 10.5%
Dodge & Cox Global Bond I
7.0%
Invesco Stable Value Trust - I 12.3%
Vanguard Federal Money Market12.3%
100
50
25
25
Moderate
Moderately Aggressive
Aggressive
Less Risk with 50% of Portfolio
Long-Term Time Horizon
Not Intimidated by Market Volatility
50% Growth Oriented with Stock Funds
Comfortable Investing Majority in Stocks
Ambitious Investment Goals
Vanguard Growth Index Admiral
10.0%
Vanguard Equity-Income Adm
12.5%
JPMorgan Mid Cap Growth R6
2.5%
Allspring Special Mid Cap Value R
3.0%
American Century Small Cap Grow 2.0%
Vanguard Small Cap Value Index A 2.0%
Vanguard Developed Markets Index 12.5%
DFA International Small Company
3.0%
Cohen & Steers Instl Realty Shares 2.5%
American Funds Bond Fund of Am 20.0%
Fidelity Advisor Strategic Income Z 7.5%
Dodge & Cox Global Bond I
5.0%
Invesco Stable Value Trust - I
8.8%
Vanguard Federal Money Market I
8.8%
Vanguard Growth Index Admir 14.0%
Vanguard Equity-Income Adm 17.5%
JPMorgan Mid Cap Growth R6 3.5%
Allspring Special Mid Cap Value 4.2%
American Century Small Cap G 2.8%
Vanguard Small Cap Value Ind 2.8%
Vanguard Developed Markets 17.5%
DFA International Small Compa 4.2%
Cohen & Steers Instl Realty Sha 3.5%
American Funds Bond Fund of 12.0%
Fidelity Advisor Strategic Incom 4.5%
Dodge & Cox Global Bond I
3.0%
Invesco Stable Value Trust - I
5.3%
Vanguard Federal Money Market 5.3%
Vanguard Growth Index Admir 18.0%
Vanguard Equity-Income Adm 22.5%
JPMorgan Mid Cap Growth R6 4.5%
Allspring Special Mid Cap Value 5.4%
American Century Small Cap G 3.6%
Vanguard Small Cap Value Ind 3.6%
Vanguard Developed Markets 22.5%
DFA International Small Compa 5.4%
Cohen & Steers Instl Realty Sha 4.5%
American Funds Bond Fund of 4.0%
Fidelity Advisor Strategic Incom 1.5%
Dodge & Cox Global Bond I
1.0%
Invesco Stable Value Trust - I
1.8%
Vanguard Federal Money Market 1.8%
25
25
25
25
20
20
20
20
20
20
20
20
20
20
Sample employee model portfolios are intended to illustrate various asset allocations available. The models and allocations are as of the date shown. Each model is rebalanced quarterly, and funds may be replaced
if they fail to meet the criteria outlined in the plan’s investment policy statement. Investment allocations to the various asset classes will change over time. There are no sales charges or transaction charges for any
of the funds in your Plan.
