Subway Development - Web Book - Ready - Flipbook - Page 28
Subway Development Co. of Central Florida, Inc. Profit Sharing 401(k) Plan
MODEL INVESTMENT PORTFOLIOS
as of December 31, 2022
Conservative
Moderately Conservative
Moderate
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 US Growth Admir
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth
Vanguard Mid-Cap Value Ind
Vanguard Developed Market
Cohen & Steers Instl Realty
Invesco Stable Value Trust I
Western Asset Core Bond I
PIMCO Income Instl
Vanguard Short-Term Treasur
Vanguard US Growth Admiral
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Vanguard Mid-Cap Value Ind
Invesco Discovery R6
Vanguard Small Cap Value Ind
Vanguard Developed Markets
Cohen & Steers Instl Realty S
Vanguard Materials Index Adm
Invesco Stable Value Trust I
Western Asset Core Bond I
PIMCO Income Instl
Vanguard Short-Term Treasur
100
2%
3%
1%
1%
1%
2%
60%
10%
5%
15%
50
25
25
6%
9%
2%
2%
2%
2%
3%
3%
1%
45%
5%
5%
15%
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 US Growth Admiral
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Vanguard Mid-Cap Value Index
Invesco Discovery R6
Vanguard Small Cap Value Ind
Vanguard Developed Markets
Invesco International Small-M
Cohen & Steers Instl Realty S
Vanguard Materials Index Adm
PGIM High Yield R6
Western Asset Core Bond I
Dodge & Cox Global Bond
Invesco Stable Value Trust I
Vanguard US Growth Admiral
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Vanguard Mid-Cap Value Index
Invesco Discovery R6
Vanguard Small Cap Value Ind
Vanguard Developed Markets
Invesco International Small-M
Cohen & Steers Instl Realty S
Vanguard Materials Index Adm
PGIM High Yield R6
Dodge & Cox Global Bond
Vanguard US Growth Admiral&trad
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R6
Vanguard Mid-Cap Value Index A
Invesco Discovery R6
Vanguard Small Cap Value Index
Vanguard Developed Markets Ind
Invesco International Small-Mid C
Cohen & Steers Instl Realty Shares
Vanguard Materials Index Admiral
PGIM High Yield R6
Invesco Stable Value Trust I
Western Asset Core Bond I
PIMCO Income Instl
Dodge & Cox Global Bond
Invesco Stable Value Trust I
25
25
25
25
11%
10%
3%
3%
3%
3%
6%
3%
5%
3%
5%
5%
5%
5%
5%
25%
20
20
20
20
20
9%
8%
8%
7%
8%
7%
10%
5%
5%
3%
5%
5%
5%
15%
15%
10%
12%
8%
12%
8%
10%
5%
5%
5%
5%
5%
20
20
20
20
20
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.
