City Beverages Enrollment - Web Book - Ready - Flipbook - Page 26
CITY BEVERAGES 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 Growth Index Adm
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth
Vanguard Mid-Cap Value Ind
Vanguard Developed Market
Cohen & Steers Instl Realty
American Funds Bond Fund
PIMCO Income Instl
Vanguard Short-Term Treasur
Invesco Stable Value Trust I
Vanguard Growth Index Adm
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
American Funds Bond Fund of
PIMCO Income Instl
Vanguard Short-Term Treasur
Invesco Stable Value Trust I
100
2%
3%
1%
1%
1%
2%
10%
5%
15%
60%
50
25
25
6%
9%
2%
2%
2%
2%
3%
3%
1%
5%
5%
15%
45%
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 Admi
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
American Funds Bond Fund of
Dodge & Cox Global Bond
Invesco Stable Value Trust I
Vanguard Growth Index Admi
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
Dodge & Cox Global Bond
Vanguard Growth Index Admiral
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
American Funds Bond Fund of Am
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%
8%
7%
30%
20
20
20
20
20
9%
8%
8%
7%
8%
7%
10%
5%
5%
3%
7%
8%
15%
15%
10%
12%
8%
12%
8%
10%
5%
5%
5%
10%
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.