VALLEY NATIONAL BANK SAVINGS AND INVESTMENT PLAN
Investment Model Portfolios

Investment options of VALLEY NATIONAL BANK SAVINGS AND INVESTMENT PLAN

Total Available Funds: 30
Asset Class Ticker Description
Others
ROOT CASH Fidelity Cash Reserves
Moderate Allocation FBALX Fidelity Balanced Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Moderate Allocation OAKBX Oakmark Equity & Income
ROOT CASH Fed UST Cash Reserve
unknown unknown Fidelity Managed Income Portfolio
US EQUITY
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund Investor Class
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND AIGOX Fidelity Growth Income Portfolio
LARGE VALUE EQPIX Fidelity Advisor Equity Income Fund Class I
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE BLEND FDGFX Fidelity Dividend Growth Fund
MID-CAP VALUE FPPTX FPA Capital Fund Inc
LARGE GROWTH RGAEX American Funds Growth Fund of Amer Class R4
LARGE VALUE VAFGX Valley Common Stock Fund
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
FIXED INCOME
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-interm Government Fund
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Administrative Class

Investment model portfolios

We provide two types of investment model portfolios for VALLEY NATIONAL BANK SAVINGS AND INVESTMENT 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: 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
Valley National Bank Savings and Investment Plan Tactical Asset Allocation Moderate NA 30.52% 1.82% 4.05% 4.11% 5.59% 6.49% 7.00%
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%

Retirement Plan (401(k)) Info for VALLEY NATIONAL BANK SAVINGS AND INVESTMENT PLAN

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