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NEXANT 401K PLAN
Investment Model Portfolios

Investment options of NEXANT 401K PLAN

Total Available Funds: 9
Asset Class Ticker Description
US EQUITY
LARGE VALUE UMBIX UMBIX
LARGE BLEND SWPPX SWPPX
Mid-Cap Growth BARAX BARAX
SMALL BLEND SWSSX SWSSX
Small Growth RSEGX RSEGX
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX JAOSX
Others
World Allocation MMAFX MMAFX
Moderate Allocation OAKBX OAKBX
FIXED INCOME
Intermediate-Term Bond SRBFX SRBFX

Investment model portfolios

We provide two types of investment model portfolios for NEXANT 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
NEXANT 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 21.23% 0.73% 24.51% 14.42% 12.51% 10.82% 10.10%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, 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
NEXANT 401K PLAN Tactical Asset Allocation Moderate NA -6.75% 5.65% 4.00% 7.94% 8.36% NA 7.87%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 1.63% 11.82% 11.41% 6.89% 5.95% 7.81% 5.17%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -2.70% 5.02% 5.19% 4.58% 5.34% 6.56% 4.83%
Data as of 03/31/2016, AR inception is 12/31/2000