Junior Achievement Enrollment - Web Book - Ready - Flipbook - Page 26
Junior Achievement of Central Florida, Inc. 403(b) Plan
MODEL INVESTMENT PORTFOLIOS
as of June 30, 2023
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
Fidelity Advisor® Intl Cap
Vanguard International Value
Cohen & Steers Instl Realty
Vanguard Short-Term Treasur
American Funds Bond Fund
PIMCO Income Instl
Vanguard Federal Money M
Vanguard Growth Index Adm
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Vanguard Mid-Cap Value Ind
Invesco Discovery R6
Fidelity Advisor® Small C
Fidelity Advisor® Intl Cap
Vanguard International Value
Vanguard Materials Index Adm
Cohen & Steers Instl Realty S
Vanguard Short-Term Treasur
American Funds Bond Fund of
PIMCO Income Instl
Vanguard Federal Money Mar
100
2%
3%
1%
1%
1%
1%
2%
10%
25%
25%
30%
50
25
25
6%
9%
2%
2%
2%
2%
2%
2%
1%
3%
10%
15%
15%
30%
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
Fidelity Advisor® Small Cap
Fidelity Advisor® Intl Capi
Vanguard International Value
Invesco International Small-M
Vanguard Materials Index Adm
Cohen & Steers Instl Realty S
American Funds Bond Fund of
PIMCO Income Instl
Dodge & Cox Global Bond
Vanguard Federal Money Mar
Vanguard Growth Index Admi
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Vanguard Mid-Cap Value Index
Invesco Discovery R6
Fidelity Advisor® Small C
Fidelity Advisor® Intl Capi
Vanguard International Value
Invesco International Small-M
Vanguard Materials Index Adm
Cohen & Steers Instl Realty S
PIMCO Income Instl
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
Fidelity Advisor® Small Cap V
Fidelity Advisor® Intl Capital A
Vanguard International Value Inv
Invesco International Small-Mid C
Vanguard Materials Index Admiral
Cohen & Steers Instl Realty Shares
Vanguard Short-Term Treasury Idx
American Funds Bond Fund of Am
PIMCO Income Instl
Dodge & Cox Global Bond
Vanguard Federal Money Market
25
25
25
25
11%
10%
3%
3%
3%
3%
3%
3%
3%
3%
5%
5%
10%
10%
5%
20%
20
20
20
20
20
9%
8%
8%
7%
8%
7%
5%
5%
5%
3%
5%
5%
5%
5%
15%
15%
10%
12%
8%
12%
8%
5%
5%
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.
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.