Peabody Investments Corp.Employee Retirement Account
Investment Model Portfolios
Peabody Energy Corporation, through its subsidiaries, engages in the exploration, mining, and production of coal worldwide.
Total Available Funds: 37
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE BLEND |
VFINX |
Vanguard 500 Index Fund |
LARGE GROWTH |
VPMCX |
Vanguard PRIMECAP Fund |
Small Growth |
VEXPX |
Vanguard Explorer Fund |
LARGE VALUE |
VWNFX |
Vanguard Windsor II Fund |
LARGE VALUE |
SSHFX |
Sound Shore Fund |
Mid-Cap Growth |
RPMGX |
T. Rowe Price Retirement Mid-Cap Growth Fund |
MID-CAP BLEND |
FSEMX |
Vanguard Extended Mkt Index Fund |
LARGE GROWTH |
HACAX |
Harbor Capital app Fund |
LARGE BLEND |
VTSMX |
Vanguard Total Stock Mkt Index Fund |
SMALL BLEND |
NAESX |
Vanguard Small-Cap Index Fund |
SMALL BLEND |
TRSSX |
T. Rowe Price Retirement Small-Cap Stock Fund |
SMALL BLEND |
LZSCX |
Lazard U.S. Small Cap Equity Value |
SMALL BLEND |
MPSCX |
Morgan Stanley InstT U.S. Small Cap Value Portfolio |
Mid-Cap Growth |
BARAX |
Baron Asset Fund |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
VWIGX |
Vanguard International Growth Fund |
Foreign Large Blend |
VDMIX |
Vanguard Developed Mkts Index Fund |
Foreign Large Value |
VTRIX |
Vanguard International Value Fund |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Mkt Index Fund |
Long-Term Bond |
VBLTX |
Vanguard LT Bond Index Fund |
High Yield Bond |
VWEHX |
Vanguard High-Yield Corporate Fund |
Intermediate Government |
VFIIX |
Vanguard GNMA Fund |
LONG GOVERNMENT |
VUSTX |
Vanguard LT Treasury Fund |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
VEIEX |
Vanguard Emerging Mkts Stock Index Fund |
|
REAL ESTATE |
|
|
REAL ESTATE |
VGSIX |
Vanguard REIT Index Fund |
|
Others |
|
|
ROOT |
CASH |
Vanguard Prime Money Mkt Fund (2) |
Retirement Income |
VTINX |
Vanguard Target rtmt Income Fund |
Target Date 2000-2010 |
VTOVX |
Vanguard Target rtmt 2005 Fund |
Target Date 2000-2010 |
VTENX |
Vanguard Target rtmt 2010 Fund |
Target Date 2011-2015 |
VTXVX |
Vanguard Target rtmt 2015 Fund |
Target Date 2016-2020 |
VTWNX |
Vanguard Target rtmt 2020 Fund |
Target Date 2021-2025 |
VTTVX |
Vanguard Target rtmt 2025 Fund |
Target Date 2026-2030 |
VTHRX |
Vanguard Target rtmt 2030 Fund |
Target Date 2031-2035 |
VTTHX |
Vanguard Target rtmt 2035 Fund |
Target Date 2036-2040 |
VFORX |
Vanguard Target rtmt 2040 Fund |
Target Date 2041-2045 |
VTIVX |
Vanguard Target rtmt 2045 Fund |
Target Date 2050+ |
VFIFX |
Vanguard Target rtmt 2050 Fund |
unknown |
unknown |
Vanguard rtmt Savings Tr |
|
The following is a moderate-risk model portfolio constructed from the investment options of Peabody Investments Corp.Employee Retirement Account.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
Retirement Plan (401(k)) Info for Peabody Investments Corp.Employee Retirement Account