HANDY NETWORKS LLC 401K PLAN
Investment Model Portfolios

Investment options of HANDY NETWORKS LLC 401K PLAN

Total Available Funds: 31
Asset Class Ticker Description
Others
ROOT CASH Money Market
World Allocation MDLOX BlackRock Global Allocation Inv A
Moderate Allocation MTRRX MFS Total Return R2
Equity Energy IENAX Invesco Energy A
NotFound NotFound SSgA International Index Securities Lending Series Fund - C lass VIII
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Multisector Bond KSTAX DWS Unconstrained Income A
US EQUITY
LARGE VALUE AUIAX AllianceBern Equity Income A
LARGE VALUE MVRRX MFS Value R2
LARGE BLEND FRDPX Franklin Rising Dividends A
LARGE BLEND SVSPX SSgA S&P500 Index Securities Lending Series Fund
LARGE BLEND SRVEX Victory Diversified Stock A
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
LARGE GROWTH CSIEX Calvert Equity A
LARGE GROWTH JENRX Jensen Quality Growth R
MID-CAP VALUE VETAX Victory Established Value A
MID-CAP BLEND RSVAX RS Value A
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund -C lass J
Mid-Cap Growth ATHAX American Century Heritage A
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A
SMALL VALUE SSGSX Victory Small Company Opportunity A
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
SMALL BLEND NEFJX Natixis Vaughan Nelson Small Cap Value A
SMALL BLEND SESPX SSgA Russell Small Cap Index Securities Lending Series Fund - C lass VIII
INTERNATIONAL EQUITY
Foreign Large Growth JIGRX Janus Overseas S
Foreign Large Growth AIIEX Invesco International Growth A
Foreign Large Growth JVIAX Virtus Foreign Opportunities A
WORLD STOCK TEDRX Mutual Global Discovery R
REAL ESTATE
REAL ESTATE IARAX Invesco Real Estate A

Investment model portfolios

We provide two types of investment model portfolios for HANDY NETWORKS LLC 401K 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: 12/29/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 10.25% 0.78% 7.20% 4.47% 7.50% 6.56% 7.33%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 25.80% 10.13% 15.62% 11.97% 14.14% 9.59% 8.18%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 15.04% 2.36% 7.67% 5.68% 7.74% 5.90% 5.61%

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: 12/29/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HANDY NETWORKS LLC 401K PLAN Tactical Asset Allocation Moderate NA 9.77% 3.25% 8.72% 5.40% 7.01% 8.28% 9.45%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 25.80% 10.13% 15.62% 11.97% 14.14% 9.59% 8.18%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 15.04% 2.36% 7.67% 5.68% 7.74% 5.90% 5.61%

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