AccountNow Inc Retirement 401K Plan
Investment Model Portfolios

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Investment options of AccountNow Inc Retirement 401K Plan

Total Available Funds: 22
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
SHORT GOVERNMENT STABLEVALUE Invesco Stable Asset Fund
Others
Retirement Income RRTIX T. Rowe Price Retirement Income R
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R
Moderate Allocation CABNX AllianceBern Balanced Shares A
US EQUITY
LARGE VALUE PEYAX Putnam Equity Income A
LARGE BLEND NYVTX Davis NY Venture A
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
MID-CAP VALUE FASEX Nuveen Mid Cap Value A
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
Small Growth CSGEX BlackRock Small Cap Growth Equity Inv A
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund - Class IX
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund - Class J
SMALL BLEND IWM SSgA Russell Small Cap Index Securities Lending Series Fund - Class VIII
INTERNATIONAL EQUITY
Foreign Large Value PAIGX T. Rowe Price Intl Gr & Inc Adv
Foreign Large Growth JVIAX Virtus Foreign Opportunities A
Foreign Large Blend EFA SSgA International Index Securities Lending Series Fund - Class VIII

Investment model portfolios

We provide two types of investment model portfolios for AccountNow Inc Retirement 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
AccountNow Inc Retirement 401K Plan Strategic Asset Allocation - Optimal Moderate NA 21.37% 8.24% 26.86% 13.29% 12.67% 10.10% 10.08%
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
AccountNow Inc Retirement 401K Plan Tactical Asset Allocation Moderate NA 20.92% 6.82% 8.10% 4.48% 6.21% 6.83% 7.43%
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%