PIEDMONT HEALTH GROUP LLC 401K PLAN
Investment Model Portfolios

Investment options of PIEDMONT HEALTH GROUP LLC 401K PLAN

Total Available Funds: 48
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Transamerica Stable Value
Short-Term Bond DVHQX Transamerica Partners High Quality Bond
Intermediate-Term Bond LIGRX Loomis Sayles Investment Grade Bond
Intermediate-Term Bond SSBMX SSgA U.S. Bond Index
Multisector Bond LSBDX Loomis Sayles Bond
High Yield Bond TDHIX Transamerica High Yield Bond
High Yield Bond DVHYX Transamerica Partners High Yield Bond
WORLD BOND OIBIX Oppenheimer International Bond
Others
not found no ticker AEGON Bond
not found no ticker AEGON Balanced
Moderate Allocation ABALX American Funds Balanced
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2051+ VFFVX Vanguard Target Retirement 2055
US EQUITY
LARGE VALUE AWSHX American Funds Washington Mutual Investors
LARGE VALUE EQPIX Fidelity Advisor Equity Income
MID-CAP VALUE DVMVX Transamerica Partners Mid Value
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment
SMALL BLEND TSVIX Transamerica Small/Mid Cap Value
SMALL VALUE VISVX Vanguard Small-Cap Value Index
LARGE GROWTH MFEIX MFS Growth with Income
LARGE BLEND SVSPX SSgA S&P 500 Index
LARGE BLEND TVIFX Thornburg Value
MID-CAP BLEND GTAVX Invesco Mid Cap Core Equity
MID-CAP VALUE IJJ SSgA S&P Mid Cap Index
SMALL BLEND IIRSX SSgA Russell Small Cap Index
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE GROWTH AMPFX American Funds AMCAP
LARGE GROWTH AGTHX American Funds Growth Fund of America
LARGE GROWTH SLGSX WMC Quality Growth Equity
Mid-Cap Growth ASIMX Alger SMid Cap Growth
LARGE GROWTH MSEQX Morgan Stanley Growth Opportunities
LARGE GROWTH THIGX Thornburg Core Growth
Small Growth ALSAX Alger Small Cap Growth
Small Growth IWO SSgA Russell Small Cap Growth Index
LARGE GROWTH CSIEX Calvert Equity Portfolio
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective
WORLD STOCK OGLYX Oppenheimer Global
Foreign Large Blend AEPGX American Funds EuroPacific Growth
Foreign Large Value TEMFX Templeton Foreign

Investment model portfolios

We provide two types of investment model portfolios for PIEDMONT HEALTH GROUP LLC 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 Common Inception
PIEDMONT HEALTH GROUP LLC 401K PLAN Strategic Asset Allocation – Optimal Moderate NA 36.09% 13.87% 15.95% 10.49% 9.99% 8.58%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date 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 Common Inception
PIEDMONT HEALTH GROUP LLC 401K PLAN Tactical Asset Allocation Moderate NA -6.02% 10.49% 9.86% 8.93% 9.41% 10.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -0.66% 13.89% 13.56% 13.55% 9.18% 9.04%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.50% 6.02% 6.12% 6.38% 4.90% 6.01%
Data as of 04/29/2022, Common starting date is 12/31/2000