DEUTSCHE BANK MATCHED SAVINGS PLAN
Investment Model Portfolios

Investment options of DEUTSCHE BANK MATCHED SAVINGS PLAN

Total Available Funds: 28
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Foreign Large Growth WBIIX William Blair Instl International Gr
WORLD STOCK SGQIX DWS Global Instl
FIXED INCOME
Intermediate-Term Bond MFINX DWS Core Fixed Income Inst
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
High Yield Bond KHYIX DWS High Income Instl
SHORT GOVERNMENT STABLEVALUE Deustche Bank Stable Value
US EQUITY
LARGE VALUE MEIJX MFS Value R4
Small Growth LADYX Lord Abbett Developing Growth I
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
LARGE GROWTH SDGTX DWS Capital Growth Inst
MID-CAP BLEND RVFIX Royce Value Instl
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl
LARGE VALUE KDCIX DWS Large Cap Value Inst
Others
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Inst

Investment model portfolios

We provide two types of investment model portfolios for DEUTSCHE BANK MATCHED SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2018.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DEUTSCHE BANK MATCHED SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA -0.83% 3.65% 3.60% 7.18% 5.56% NA 5.77%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 07/31/2017.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DEUTSCHE BANK MATCHED SAVINGS PLAN Tactical Asset Allocation Moderate NA 4.13% 4.39% 6.85% 8.45% 10.21% NA 9.98%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 16.04% 10.72% 14.61% 7.62% 8.95% 6.75% 6.21%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 9.87% 5.23% 7.49% 4.70% 6.83% 6.07% 5.43%