One Florida Bank Enrollment PDF - Flipbook - Page 28
ONE FLORIDA BANK 401(K) PLAN
MODEL INVESTMENT PORTFOLIOS
as of November 30, 2022
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
Fidelity® 500 Index
4.5%
Vanguard Mid Cap Index Admiral 1.2%
Columbia Small Cap Index Inst2 0.8%
Vanguard Developed Markets Index
1.0%
Admiral
Fidelity Advisor® Intl Small Cap
1.5%
I
Cohen & Steers Instl Realty Shares
1.0%
American Funds Bond Fund of Amer
31.5%
R6
Thornburg Strategic Income R5 18.0%
Invesco Stable Value Trust I
40.5%
Fidelity® 500 Index
13.5%
Vanguard Mid Cap Index Admiral 3.6%
Columbia Small Cap Index Inst2 2.4%
Vanguard Developed Markets Index
3.0%
Admiral
Fidelity Advisor® Intl Small Cap
4.5%
I
Cohen & Steers Instl Realty Shares
3.0%
American Funds Bond Fund of Amer
24.5%
R6
Thornburg Strategic Income R5 14.0%
Invesco Stable Value Trust I
31.5%
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
Fidelity® 500 Index
22.5%
Vanguard Mid Cap Index Admiral
6.0%
Columbia Small Cap Index Inst2
4.0%
Vanguard Developed Markets Index Admiral
5.0%
Fidelity Advisor® Intl Small Cap I 7.5%
Cohen & Steers Instl Realty Shares 5.0%
American Funds Bond Fund of Amer17.5%
R6
Thornburg Strategic Income R5
10.0%
Invesco Stable Value Trust I
22.5%
Fidelity® 500 Index
31.5%
Vanguard Mid Cap Index Admiral 8.4%
Columbia Small Cap Index Inst2 5.6%
Vanguard Developed Markets Index
7.0%
Admiral
Fidelity Advisor® Intl Small Cap
10.5%
I
Cohen & Steers Instl Realty Shares
7.0%
American Funds Bond Fund of Amer
10.5%
R6
Thornburg Strategic Income R5 6.0%
Invesco Stable Value Trust I
13.5%
Fidelity® 500 Index
40.5%
Vanguard Mid Cap Index Admiral10.8%
Columbia Small Cap Index Inst2 7.2%
Vanguard Developed Markets Index
9.0%
Admiral
Fidelity Advisor® Intl Small Cap
13.5%
I
Cohen & Steers Instl Realty Shares
9.0%
American Funds Bond Fund of Amer
3.5%
R6
Thornburg Strategic Income R5 2.0%
Invesco Stable Value Trust I
4.5%
25
25
25
25
20
20
20
20
20
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.