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Portfolio Name
Strategy Name
MyPlanIQ Winn-Dixie Distribution Centers Stores Inc, Winn-Dixie Distribution Centers Stores Inc, Strategic Asset Allocation - Optimal Moderate

Winn-Dixie Distribution Centers Stores Inc, Strategic Asset Allocation - Optimal Moderate

live (public) 0.42% February 28

Delayed Holdings (As of 10/31/2024)
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Asset Fund in this portfolio Price change* Original Fund Description Percentage
General Bond PTRAX (TOTAL RETURN FUND ADMINISTRATIVE) 0.23% PIMCO TOTAL RETURN FUND ADMIN 38.22%
US Equity SVSPX (SSGA S&P 500 INDEX FUND CLASS N) 1.86% SSGA S&P 500 INDEX FUND 16.06%
US Equity TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 2.49% T. ROWE PRICE BLUE CHIP GROWTH FUND INC 16.33%
CASH CASH (CASH) 0.0% CASH 0.15%
Emerging Market Equity DFEVX (EMERGING MARKETS VALUE PORTFOLIO EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS) 0.44% EMERGING MKTS VALUE FUND 10.60%
International Equity DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) 0.91% DODGE & COX INTERNATIONAL STOCK FUND 18.64%

* Day change on 10/31/2024.

Next Rebalance Date: 03/03/2025
Beta
Performance (As of 02/28/2025)

Since 12/31/2000

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
Winn-Dixie Distribution Centers Stores Inc, Strategic Asset Allocation - Optimal Moderate 6.3% 16.1% 6.8% 9.6% 7.4% 7.3%
VFINX (Vanguard (S&P 500) Index) 9.3% 19.7% 18.8% 16.4% 13.8% 14.4%
VBINX (Vanguard Balance (60% stocks/40% bonds) 6.6% 13.0% 11.5% 8.7% 8.6% 9.3%

*   YTD: Year to Date
**  AR: Annualized Return
** portfolio AR is delayed
The start date of the charts is 01/02/2001 when all charts have data
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Optimal strategy. Asset weights of available asset classes in Winn-Dixie Distribution Centers Stores Inc, are derived based on long term asset trends and their correlations. For each major asset class, one or two funds are selected:
   1. Risk allocation: the risk profile of this portfolio is 40. The total allocation of the fixed income asset should be at least 40%.

   2. Asset weights:

   3. Fund selection: one or two top performing funds among 14 available funds in the plan are chosen for each asset. They are usually equally weighted within the asset by default. Volatile funds or ETFs with small trading volume are ignored.

   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 are obtained from historical simulation. They are hypothetical.
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