Performance Press Enrollment - Web Book - Ready - Flipbook - Page 28
Performance Press, Inc. 401(k) Profit Sharing Plan & Trust
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
Fidelity® 500 Index
PGIM High Yield R6
Invesco Stable Value Trust I
Thornburg Strategic Income
Vanguard Equity-Income Adm
Vanguard Short-Term Treasur
American Funds Bond Fund
Fidelity Advisor® Intl Cap
Fidelity® 500 Index
PGIM High Yield R6
Invesco Stable Value Trust I
American Funds New Perspe
Thornburg Strategic Income R
Vanguard Equity-Income Adm
Vanguard Interm-Term Treasur
Vanguard Short-Term Treasur
Vanguard Mid Cap Index Adm
Vanguard Small Cap Value Ind
American Funds Bond Fund of
100
15%
5%
25%
10%
5%
30%
10%
50
25
25
5%
10%
5%
15%
5%
10%
10%
5%
20%
5%
5%
5%
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 Advisor® Intl Capi
Fidelity® 500 Index
PGIM High Yield R6
American Funds New Perspe
Thornburg Strategic Income R
Vanguard Equity-Income Adm
Vanguard Short-Term Treasur
Vanguard Mid Cap Index Adm
Vanguard Small Cap Value Ind
American Funds Bond Fund of
Fidelity Advisor® Intl Capi
Fidelity® 500 Index
PGIM High Yield R6
American Funds New Perspe
Vanguard Equity-Income Adm
Vanguard Mid Cap Index Adm
Vanguard Small Cap Value Ind
American Funds Bond Fund of
Fidelity Advisor® Intl Capital A
Fidelity® 500 Index
PGIM High Yield R6
Invesco Stable Value Trust I
American Funds New Perspective
Thornburg Strategic Income R6
Vanguard Equity-Income Adm
Vanguard Interm-Term Treasury
Vanguard Short-Term Treasury Idx
Vanguard Mid Cap Index Admiral
Vanguard Small Cap Value Index
American Funds Bond Fund of Am
25
25
25
25
7%
15%
5%
5%
10%
10%
17%
5%
10%
6%
5%
5%
20
20
20
20
20
10%
20%
5%
16%
5%
20%
5%
8%
6%
5%
12%
22%
2%
18%
21%
12%
10%
3%
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.