Select Page

CARDINAL SOLUTIONS GROUP INC. 401K PLAN
Investment Model Portfolios

Investment options of CARDINAL SOLUTIONS GROUP INC. 401K PLAN

Total Available Funds: 35
Asset Class Ticker Description
US EQUITY
MID-CAP VALUE ARTQX ARTISAN MID CAP VALUE
LARGE VALUE EHSTX EATON LG CAP VALUE A
LARGE BLEND FDGFX FID DIVIDEND GROWTH
LARGE VALUE FEQTX FID EQ DIV INCOME
LARGE GROWTH FDSVX FID GROWTH DISCOVERY
Mid-Cap Growth FDEGX FID GROWTH STRATEGIES
MID-CAP BLEND FLVCX FID LEVERAGED COMPANY STK
LARGE GROWTH FOCPX FID OTC PORTFOLIO
LARGE GROWTH FFIDX FIDELITY FUND
Mid-Cap Growth MACGX MSIF MID CAP GRTH P
Mid-Cap Growth NBGEX NB PARTNERS TRUST
LARGE GROWTH RIMEX RAINIER LARGE CAP EQUITY
LARGE BLEND FUSVX SPTN 500 INDEX ADV
SMALL BLEND SSMVX WFA SM CAP VAL INV
FIXED INCOME
High Yield Bond FAGIX FID CAPITAL & INCOME
Inflation-Protected Bond PRTNX PIMCO REAL RETURN A
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD 5
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
Intermediate-Term Bond FBIDX SPTN US BOND INDEX
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Growth JIGRX JANUS OVERSEAS S
Others
Target Date 2000-2010 FFFBX FID FREEDOM 2000
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2051+ FDEEX FID FREEDOM 2055
Retirement Income FFFAX FID FREEDOM INCOME
not found no ticker FID MGD INC PORT

Investment model portfolios

We provide two types of investment model portfolios for CARDINAL SOLUTIONS GROUP INC. 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CARDINAL SOLUTIONS GROUP INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 2.03% 5.14% 4.37% 8.71% 7.22% NA 8.16%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CARDINAL SOLUTIONS GROUP INC. 401K PLAN Tactical Asset Allocation Moderate NA -3.85% -0.28% 0.20% 1.43% 3.48% 5.24% 6.18%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000