The strategy will reblance on the date of a month specified. If the date happens to be a weekend or a holiday, it will rebalance at the earliest trading day after this date. Also, if 'At least 30 days apart between 2 rebalances' is checked as 'Yes', the strategy will start to ensure the 30 days gap starting from the inception date and move forward.
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*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Tax Performance Analytics
The start date of the charts is 01/02/2001 when all charts have data
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 4 major asset classes: US Equity, Emerging Market Equity, Fixed Income, Foreign Equity
that are covered in Panera Bread Company 401(k) Savings Plan. It then selects one or two funds for each of the 4 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 25 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public on
01/19/2011
are obtained from historical simulation. They are hypothetical.
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