REQUIRED INFORMATION CHYRON CORPORATION 401(k) PLAN
Investment Model Portfolios
The symbol of the company is CHYR.
Investment options of REQUIRED INFORMATION CHYRON CORPORATION 401(k) PLAN
Total Available Funds: 28
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
Mid-Cap Growth |
FSGAX |
Franklin Small-Mid Cap Growth ADV Mutual Fund |
LARGE VALUE |
HAVLX |
Harbor Large Value Institutional Fund Mutual Fund |
LARGE GROWTH |
JAEIX |
Janus Fund Mutual Fund |
MID-CAP VALUE |
PRNRX |
T. Rowe Price Allianz OPCAP Renaissance A Mutual Fund |
LARGE GROWTH |
TRBCX |
T. Rowe Price Blue Chip Growth Fund Mutual Fund |
LARGE VALUE |
TRVLX |
T. Rowe Price rtmt 2020 Fund Mutual Fund |
SMALL BLEND |
TRSSX |
T. Rowe Price Small-Cap Stock Fund Mutual Fund |
LARGE VALUE |
TRVLX |
T. Rowe Price Value Fund Mutual Fund |
LARGE BLEND |
VINIX |
Vanguard Institutional Index Mutual Fund |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
PTTRX |
Pacific Investment Management Company Total Return Instl Mutual Fund |
SHORT GOVERNMENT |
STABLEVALUE |
T. Rowe Price Stable Value Common Tr Fund Common/Collective Tr |
|
Others |
|
|
Financial |
PRISX |
T. Rowe Price Financial Services Fund Mutual Fund |
Health |
PRHSX |
T. Rowe Price Health Sciences Fund Mutual Fund |
Communications |
PRMTX |
T. Rowe Price Media Telecommunication Mutual Fund |
Target Date 2000-2010 |
TRRFX |
T. Rowe Price rtmt 2005 Fund Mutual Fund |
Target Date 2000-2010 |
TRRAX |
T. Rowe Price rtmt 2010 Fund Mutual Fund |
Target Date 2011-2015 |
TRRGX |
T. Rowe Price rtmt 2015 Fund Mutual Fund |
Target Date 2021-2025 |
TRRHX |
T. Rowe Price rtmt 2025 Fund Mutual Fund |
Target Date 2026-2030 |
TRRCX |
T. Rowe Price rtmt 2030 Fund Mutual Fund |
Target Date 2031-2035 |
TRRJX |
T. Rowe Price rtmt 2035 Fund Mutual Fund |
Target Date 2036-2040 |
TRRDX |
T. Rowe Price rtmt 2040 Fund Mutual Fund |
Target Date 2041-2045 |
TRRKX |
T. Rowe Price rtmt 2045 Fund Mutual Fund |
Target Date 2050+ |
TRRMX |
T. Rowe Price rtmt 2050 Fund Mutual Fund |
Target Date 2050+ |
TRRNX |
T. Rowe Price rtmt 2055 Fund Mutual Fund |
Retirement Income |
TRRIX |
T. Rowe Price rtmt Income Fund Mutual Fund |
Technology |
PRSCX |
T. Rowe Price Science Technology Fund Mutual Fund |
ROOT |
CASH |
T. Rowe Price Summit Cash Reserves Fund Mutual Fund |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Growth |
PRITX |
T. Rowe Price International Stock Fund Mutual Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for REQUIRED INFORMATION CHYRON CORPORATION 401(k) PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
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.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
Annualized Return (%)
|
REQUIRED INFO... Moderate
|
-0.50 |
31.42 |
12.02 |
9.90 |
7.12 |
7.40 |
7.59 |
7.66 |
NA |
18.54 |
24.31 |
-6.77 |
8.67 |
5.18 |
12.05 |
-1.33 |
11.24 |
2.91 |
-0.94 |
1.48 |
14.11 |
9.33 |
1.95 |
9.75 |
17.93 |
-3.31 |
8.36 |
11.06 |
6.22 |
7.75 |
15.56 |
0.75 |
6.98 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Sharpe Ratio
|
REQUIRED INFO... Moderate
|
NA |
1.73 |
0.80 |
0.75 |
0.72 |
NA |
NA |
0.83 |
0.09 |
1.58 |
2.82 |
-0.62 |
0.98 |
0.58 |
2.31 |
-0.36 |
2.39 |
0.68 |
-0.20 |
0.23 |
2.07 |
1.66 |
0.26 |
0.85 |
2.26 |
-1.02 |
0.55 |
0.94 |
0.70 |
0.90 |
2.58 |
-0.08 |
1.14 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
0.51 |
0.88 |
0.82 |
0.65 |
NA |
NA |
0.45 |
0.43 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
VSMGX (VANGUA...R SHARES)
|
NA |
0.72 |
0.74 |
0.55 |
0.50 |
NA |
NA |
0.51 |
0.97 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Standard Deviation(%)
|
REQUIRED INFO... Moderate
|
NA |
7.52 |
9.71 |
9.32 |
7.55 |
NA |
NA |
7.30 |
4.91 |
7.57 |
7.12 |
13.21 |
8.82 |
8.58 |
4.61 |
7.43 |
4.44 |
3.96 |
4.85 |
6.48 |
6.82 |
5.60 |
7.41 |
11.43 |
7.88 |
4.15 |
9.81 |
8.32 |
5.82 |
7.55 |
5.75 |
4.56 |
4.09 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
19.85 |
17.21 |
17.41 |
18.48 |
NA |
NA |
18.10 |
24.02 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
VSMGX (VANGUA...R SHARES)
|
NA |
10.49 |
10.11 |
10.08 |
10.41 |
NA |
NA |
11.48 |
12.31 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Draw Down(%)
|
REQUIRED INFO... Moderate
|
NA |
4.19 |
13.84 |
14.62 |
14.62 |
NA |
NA |
14.62 |
0.29 |
4.19 |
4.04 |
14.62 |
5.07 |
10.54 |
3.07 |
7.75 |
3.64 |
3.51 |
4.83 |
5.49 |
5.19 |
4.68 |
5.95 |
9.03 |
4.05 |
6.65 |
7.41 |
10.12 |
4.43 |
6.88 |
3.78 |
6.08 |
2.77 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Yield(%)
|
REQUIRED INFO... Moderate
|
NA |
16.12 |
11.93 |
8.73 |
5.38 |
NA |
NA |
4.46 |
NA |
5.28 |
14.98 |
6.59 |
8.27 |
4.93 |
3.64 |
1.42 |
0.29 |
2.43 |
0.97 |
4.44 |
1.44 |
4.27 |
1.98 |
3.77 |
4.48 |
2.66 |
5.89 |
4.13 |
1.95 |
3.51 |
3.15 |
5.16 |
6.93 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 10/31/2024, AR inception is 12/31/2000