Web Book 4PAWS 2024 - Ready - Flipbook - Page 27
4 Paws House Calls, LLC 401(k) Plan
MODEL INVESTMENT PORTFOLIOS
as of March 31, 2024
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 US Growth Admir
2.0%
Vanguard Equity-Income Adm
3.0%
BlackRock Mid-Cap Growth
1.0%
Allspring Special Mid Cap Val
1.0%
Fidelity Advisor Intl Capital A
0.5%
Schwab Fdmtl Intl Lg Co Idx
0.5%
Cohen & Steers Instl Realty
2.0%
Vanguard Inflation-Protected
5.0%
Western Asset Core Bond I
10.0%
Thornburg Strategic Income
5.0%
Vanguard Short-Term Invest
15.0%
Invesco Stable Value Trust I
55.0%
Vanguard US Growth Admiral
6.0%
Vanguard Equity-Income Adm
9.0%
BlackRock Mid-Cap Growth E
2.0%
Allspring Special Mid Cap Val
2.0%
American Century Small Cap
2.0%
Vanguard Small Cap Value Ind 2.0%
Fidelity Advisor Intl Capital App 2.0%
Schwab Fdmtl Intl Lg Co Idx
2.0%
Cohen & Steers Instl Realty S
3.0%
Vanguard Inflation-Protected
5.0%
Western Asset Core Bond I
5.0%
Thornburg Strategic Income R 5.0%
Vanguard Short-Term Investm 15.0%
Invesco Stable Value Trust I
40.0%
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 US Growth Admiral
11.0%
Vanguard Equity-Income Adm
10.0%
BlackRock Mid-Cap Growth Equit
3.0%
Allspring Special Mid Cap Value R
3.0%
American Century Small Cap Grow 3.0%
Vanguard Small Cap Value Index
3.0%
Fidelity Advisor Intl Capital App Z
4.0%
Schwab Fdmtl Intl Lg Co Idx
4.0%
Fidelity Advisor® Intl Sm Cap Opp
4.0%
Cohen & Steers Instl Realty Shares 5.0%
PGIM High Yield R6
5.0%
Vanguard Inflation-Protected Secs 5.0%
Western Asset Core Bond I
5.0%
Thornburg Strategic Income R6
5.0%
Dodge & Cox Global Bond
5.0%
Invesco Stable Value Trust I
25.0%
Vanguard US Growth Admiral
9.0%
Vanguard Equity-Income Adm
8.0%
BlackRock Mid-Cap Growth E
8.0%
Allspring Special Mid Cap Val
7.0%
American Century Small Cap
8.0%
Vanguard Small Cap Value Ind 7.0%
Fidelity Advisor Intl Capital App 6.0%
Schwab Fdmtl Intl Lg Co Idx
6.0%
Fidelity Advisor® Intl Sm Cap
6.0%
Cohen & Steers Instl Realty S
5.0%
PGIM High Yield R6
5.0%
Western Asset Core Bond I
5.0%
Dodge & Cox Global Bond
5.0%
Invesco Stable Value Trust I
15.0%
Vanguard US Growth Admiral
Vanguard Equity-Income Adm
BlackRock Mid-Cap Growth E
Allspring Special Mid Cap Val
American Century Small Cap
Vanguard Small Cap Value Ind
Fidelity Advisor Intl Capital App
Schwab Fdmtl Intl Lg Co Idx
Fidelity Advisor® Intl Sm Cap
Cohen & Steers Instl Realty S
PGIM High Yield R6
Dodge & Cox Global Bond
25
25
25
25
20
20
20
20
20
15.0%
10.0%
12.0%
8.0%
12.0%
8.0%
6.5%
6.5%
6.0%
6.0%
5.0%
5.0%
20
20
20
20
20
Sample employee model portfolios are intended to illustrate various asset allocation available. These 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.
