Target Corporation 401(k) Plan
Investment Model Portfolios

Target Corporation (Target) operates Target general merchandise stores with an assortment of general merchandise and food assortment. Target.com offers an assortment of general merchandise, including many items found in its stores and a complementary assortment, such as extended sizes and colors, sold only online. It operates two segments: Retail and Credit Card. As of January 29, 2011, it had 1,750 stores in 49 states and the District of Columbia.

Investment options of Target Corporation 401(k) Plan

Total Available Funds: 21
Asset Class Ticker Description
FIXED INCOME
Inflation-Protected Bond VIPSX Inflation Protected Bond Index
Intermediate-Term Bond VFICX Intermediate-term Bond Fund
SHORT GOVERNMENT STABLEVALUE Stable Value
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX International Emerging Markets Index
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX International Stock Index
Others
Target Date 2011-2015 VTXVX LIfePath 2015 Index
Target Date 2016-2020 VTWNX Lifepath 2020 Index
Target Date 2021-2025 VTTVX Lifepath 2025 Index
Target Date 2026-2030 VTHRX LifePath 2030 Index
Target Date 2031-2035 VTTHX LifePath 2035 Index
Target Date 2036-2040 VFORX LifePath 2040 Index
Target Date 2041-2045 VTIVX LifePath 2045 Index
Target Date 2046-2050 VFIFX LifePath 2050 Index
Target Date 2051 VFFVX LifePath 2055 Index
not found no ticker LifePath Retirement Index
ROOT CASH Money Market Option
US EQUITY
LARGE BLEND VFINX S&P 500 Index
SMALL VALUE VISVX Small Company Stock Index
MID-CAP BLEND FMIMX Target Common Stock
LARGE GROWTH VWUSX U.S. Growth Stock Index
LARGE VALUE VIVAX U.S. Value Stock Index

Investment model portfolios

We provide two types of investment model portfolios for Target Corporation 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Target Corporation 401(k) Plan Strategic Asset Allocation - Optimal Moderate NA 24.37% 1.25% 5.94% 5.40% 6.83% 6.56% 6.90%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

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: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Target Corporation 401(k) Plan Tactical Asset Allocation Moderate NA 21.84% 3.17% 7.19% 5.47% 7.16% 9.42% 9.89%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%