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Psych Care Assoc PC 401 Plan
Investment Model Portfolios

Investment options of Psych Care Assoc PC 401 Plan

Total Available Funds: 12
Asset Class Ticker Description
US EQUITY
LARGE BLEND SNXFX Schwab 1000 Index
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE BLEND OAKMX Oakmark I
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv
Others
Health VGHCX Vanguard Health Care Inv
Natural Resources MOO Market Vectors Agribusiness ETF
FIXED INCOME
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv

Investment model portfolios

We provide two types of investment model portfolios for Psych Care Assoc PC 401 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
Psych Care Assoc PC 401 Plan Strategic Asset Allocation - Optimal Moderate NA 21.20% 2.55% 6.55% 5.33% 6.52% 6.22% 6.74%
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
Psych Care Assoc PC 401 Plan Tactical Asset Allocation Moderate NA 21.44% 3.63% 8.00% 6.55% 7.99% 9.24% 9.90%
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