EQUIFAX INC. 401(k) PLAN
Investment Model Portfolios

Investment options of EQUIFAX INC. 401(k) PLAN

Total Available Funds: 26
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Value AAIPX ABF International Equity PA Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
US EQUITY
LARGE GROWTH MSEQX Morgan Stanley Instl U.S. Large Cap Growth Fund
Mid-Cap Growth MPEGX Morgan Stanley Instl Midcap Growth Adv Fund
SMALL BLEND ISCYX RS Partners Small Cap Blend Fund
LARGE VALUE FEQIX Fidelity Equity Income Fund
MID-CAP VALUE FDVLX Fidelity Value Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE GROWTH FAMRX Fidelity Asset Manager Growth Fund
LARGE BLEND FUSVX Fidelity Spartan US Equity Index Fund
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Instl Emerging Markets Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund
Others
ROOT CASH Fidelity Interest Bearing Cash
Moderate Allocation FASMX Fidelity Asset Manager Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
ROOT CASH Fidelity Retirement Government Money Market
ROOT NoTicker Fidelity Managed Income Portfolio
ROOT CASH Money market substitute
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Fund

Investment model portfolios

We provide two types of investment model portfolios for EQUIFAX INC. 401(k) 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.

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: 08/31/2018.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
EQUIFAX INC. 401(k) PLAN Tactical Asset Allocation Moderate NA 4.94% 8.33% 6.11% 9.35% 11.66% NA 11.65%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.49% 15.94% 14.26% 10.78% 9.30% 7.62% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 7.52% 7.89% 7.19% 6.09% 6.53% 6.39% 5.59%

Retirement Plan (401(k)) Info for EQUIFAX INC. 401(k) PLAN

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