WONDERBOX TECHNOLOGIES 401K PLAN
Investment Model Portfolios

Investment options of WONDERBOX TECHNOLOGIES 401K PLAN

Total Available Funds: 48
Asset Class Ticker Description
FIXED INCOME
Short-Term Bond OGLVX JPMorgan Short Duration Bond Ret Opt
Intermediate Government CPTNX American Century Government Bond Ret Opt
Intermediate-Term Bond PTTRX PIMCO Total Return Ret Opt
High Yield Bond OHYAX JPMorgan High Yield Ret Opt
WORLD BOND TPINX Templeton Global Bond Ret Opt
Inflation-Protected Bond PRRIX PIMCO Real Return Ret Opt
Others
Moderate Allocation BLPAX American Funds Balanced Ret Opt
World Allocation MALOX BlackRock Global Allocation Ret Opt
Conservative Allocation VWINX Manning & Napier Pro-Mix Conservative Term Ret Opt
Conservative Allocation VAAPX Manning & Napier Pro-Mix Moderate Term Ret Opt
Conservative Allocation EXDAX Manning & Napier Pro-Mix Extended Term Ret Opt
Retirement Income VWINX Manning & Napier Pro-Mix Maximum Term Ret Opt
Retirement Income VTINX Vanguard Target Retirement Income Ret Opt
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Ret Opt
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Ret Opt
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Ret Opt
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Ret Opt
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Ret Opt
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Ret Opt
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Ret Opt
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Ret Opt
Health SHSSX BlackRock Health Sciences Ops Ret Opt
Utilities FKUTX Franklin Utilities Ret Opt
Technology ISTIX Ivy Science & Technology Ret Opt
Financial TFSIX Mutual Financial Services Ret Opt
ROOT ODVIX Oppenheimer Developing Markets Ret Opt
Natural Resources PGNAX Prudential Jennison Natural Resources Ret Opt
EQUITY PRECIOUS METALS EKWYX Wells Fargo Advantage Precious Metals Ret Opt
US EQUITY
LARGE VALUE CVFCX Pioneer Fundamental Value Ret Opt
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Ret Opt
LARGE BLEND ANCFX American Funds Fundamental Investors Ret Opt
LARGE BLEND TVIFX Thornburg Value Ret Opt
LARGE BLEND VTSMX Vanguard Total Stock Market Index Ret Opt
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Company Stock Ret Opt
LARGE GROWTH AGTHX American Funds Growth Fund of America Ret Opt
LARGE GROWTH FINSX Fidelity Advisor New Insights Ret Opt
LARGE GROWTH THIGX Thornburg Core Growth Ret Opt
SMALL VALUE VISVX SSgA Russell Small Cap Value Index Ret Opt
Mid-Cap Growth NBGNX Neuberger Berman Genesis Ret Opt
Small Growth VISGX Vanguard Small-Cap Growth Index Ret Opt
LARGE GROWTH CEYIX Calvert Equity Portfolio Ret Opt
INTERNATIONAL EQUITY
WORLD STOCK SMCWX American Funds SMALLCAP World Ret Opt
Foreign Large Blend AEPGX American Funds EuroPacific Growth Ret Opt
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Ret Opt
Foreign Large Blend TGVIX Thornburg International Value Ret Opt
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Securities Ret Opt

Investment model portfolios

We provide two types of investment model portfolios for WONDERBOX TECHNOLOGIES 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: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
WONDERBOX TECHNOLOGIES 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 21.18% -2.46% 3.09% 3.83% 5.74% 5.85% 6.97%
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%

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: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
WONDERBOX TECHNOLOGIES 401K PLAN Tactical Asset Allocation Moderate NA 14.11% -2.28% 2.95% 2.26% 4.49% 6.14% 7.67%
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%