Bolling Forest - Web Book - 2025 - Flipbook - Page 28
50
25
25
10%
13%
3%
3%
2%
2%
13%
3%
3%
20%
8%
5%
9%
9%
25
25
25
25
20
20
20
20
20
Fidelity Advisor Equity Growth
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Allspring Special Mid Cap Val
American Century Small Cap
Fidelity Advisor Small Cap Val
American Funds Europacific G
Invesco International Small-M
Cohen & Steers Instl Realty S
Dodge & Cox Income I
PIMCO Income Instl
American Funds Capital Worl
Galliard Stable Return Fund M
Vanguard Federal Money Mar
14%
18%
4%
4%
3%
3%
18%
4%
4%
12%
5%
3%
5%
5%
Comfortable Investing Majority in Stocks
50% Growth Oriented with Stock Funds
Fidelity Advisor Equity Growth Z
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R6
Allspring Special Mid Cap Value R
American Century Small Cap Grow
Fidelity Advisor Small Cap Value
American Funds Europacific Grow
Invesco International Small-Mid C
Cohen & Steers Instl Realty Shares
Dodge & Cox Income I
PIMCO Income Instl
American Funds Capital World Bon
Galliard Stable Return Fund M
Vanguard Federal Money Market
Long-Term Time Horizon
Moderately Aggressive
Less Risk with 50% of Portfolio
Moderate
20
20
20
20
20
Fidelity Advisor Equity Growth
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Allspring Special Mid Cap Val
American Century Small Cap
Fidelity Advisor Small Cap Val
American Funds Europacific G
Invesco International Small-M
Cohen & Steers Instl Realty S
Dodge & Cox Income I
PIMCO Income Instl
American Funds Capital Worl
Galliard Stable Return Fund M
Vanguard Federal Money Mar
Ambitious Investment Goals
Not Intimidated by Market Volatility
Aggressive
18%
23%
5%
5%
4%
4%
23%
5%
5%
4%
2%
1%
2%
2%
The displayed performance does not include the effect of fees which may be charged to your account for advisory, recordkeeping, or third party administration services (if applicable). Your individual performance
may be lower. There are no sales charges or transaction charges for any of the funds in your plan.
Sample employee model portfolios are intended to illustrate various asset allocation models. These models and allocations are as of the date shown and any performance displayed is back tested and hypothetical in
nature. Yours will be different. 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 and Allocations to the various asset
classes will change over time. Individual investment objectives must be considered prior to fund selection. Past performance of funds is not a guarantee or indication of future investment performance.
100
6%
8%
2%
2%
1%
1%
8%
2%
2%
28%
11%
7%
12%
12%
Fidelity Advisor Equity Growth
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Allspring Special Mid Cap Val
American Century Small Cap
Fidelity Advisor Small Cap Val
American Funds Europacific G
Invesco International Small-M
Cohen & Steers Instl Realty S
Dodge & Cox Income I
PIMCO Income Instl
American Funds Capital Wor
Galliard Stable Return Fund M
Vanguard Federal Money Mar
Fidelity Advisor Equity Grow
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth
Allspring Special Mid Cap Val
American Century Small Cap
Fidelity Advisor Small Cap V
American Funds Europacific
Invesco International Small-M
Cohen & Steers Instl Realty
Dodge & Cox Income I
PIMCO Income Instl
American Funds Capital Wor
Galliard Stable Return Fund
Vanguard Federal Money M
2%
3%
1%
1%
0%
0%
3%
1%
1%
36%
14%
9%
16%
16%
May be Suitable for 3 to 5 Year Time
Horizon
Willing to Take Minimal Risk for Possible
Growth
Moderately Conservative
Short-Term Investor- Will Need Access to
Money within 3 Years
Very Uncomfortable with any Risk
Exposure
Conservative
MODEL INVESTMENT PORTFOLIOS
As of 09/30/2024
Bolling Forest Products 401(k) Plan
