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National Christian Charitable Foundation Retirement
Investment Model Portfolios


Investment options of National Christian Charitable Foundation Retirement

Total Available Funds: 38
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond LSIIX Loomis Sayles Inv Grade Bond Ret Opt
Intermediate-Term Bond DVGCX Transamerica Partners Core Bond Ret Opt II
High Yield Bond AOPIX Columbia Income Opportunities Inv
High Yield Bond DVHYX Transamerica Partners High Yield Bond Ret
ULTRASHORT BOND NVSIX Transamerica Stable Value Advantage Opt
Others
Moderate Allocation IMOAX Aegon Balanced Ret
Moderate Allocation RLBFX American Funds Balanced Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Retirement Income VTINX Vanguard Target Retirement Income
US EQUITY
LARGE BLEND RFNFX American Funds Fundamental Inv
LARGE VALUE PRUYX Pioneer Disciplined Value Inv
MID-CAP VALUE DVMVX Transamerica Partners Mid Value Ret
LARGE BLEND IMOSX Thornburg Value Ret
LARGE GROWTH SLGSX WMC Core Equity Ret
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Co Stock Inv
MID-CAP BLEND IJH SSgA S&P Mid Cap Index
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Inv
LARGE GROWTH SLGSX WMC Quality Growth
Mid-Cap Growth MGOYX Munder Mid-Cap Core Gorwth
LARGE GROWTH THGRX Thornburg Core Growth
SMALL VALUE IWN SSgA Russell Sm Cap Value Index
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value
SMALL BLEND OPMYX Oppenheimer Main St. Small & Mid Cap
SMALL BLEND NAESX Vanguard Small Cap Index
Small Growth GTSVX Invesco Small Growth
Small Growth ARSTX Nuveen Small Cap Select
INTERNATIONAL EQUITY
WORLD STOCK RSLCX American Funds Smallcap World
WORLD STOCK OGLYX Oppenheimer Global
Foreign Large Blend CEUFX American Funds EuroPacific Growth

Investment model portfolios

We provide two types of investment model portfolios for National Christian Charitable Foundation Retirement 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
National Christian Charitable Foundation Retirement Strategic Asset Allocation - Optimal Moderate NA 27.79% 1.49% 6.98% 5.72% 7.55% 6.86% 7.69%
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
National Christian Charitable Foundation Retirement Tactical Asset Allocation Moderate NA 19.93% 2.84% 8.96% 7.99% 9.07% 9.13% 9.68%
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