Wappingers Central School District 403(b) Plan
Investment Model Portfolios

Investment options of Wappingers Central School District 403(b) Plan

Total Available Funds: 60
Asset Class Ticker Description
FIXED INCOME
Long-Term Bond VBLTX ING Long Term GAA
Short-Term Bond VFSTX ING Short Term GAA
Inflation-Protected Bond ACITX American Century Inflation-Adjusted Bond Fund - Inv Class
High Yield Bond SPHIX Fidelity VIP High Income Portfolio - Initial Class
WORLD BOND IOSIX ING Global Bond Portfolio - Initial Class
Intermediate-Term Bond IPIIX ING Intermediate Bond Portfolio - Class I
High Yield Bond IPIMX ING PIMCO High Yield Portfolio - Institutional Class
Intermediate-Term Bond IPTSX ING PIMCO Total Return Portfolio - Service Class
Others
not found not found Calvert VP SRI Balanced Portfolio
NotFound NotFound Invesco V.I. Core Equity Fund - Series I Shares
NotFound NotFound Invesco V.I. American Franchise Fund - Series I Shares
Natural Resources IGRTX ING Global Resources Portfolio - Service Class
NotFound NotFound Lord Abbett Series Fund - Mid Cap Stock Portfolio - Cl VC
EQUITY PRECIOUS METALS UPMMX USAA Precious Metals and Minerals Fund - Adviser Shares
ROOT CASH ING Money Market Portfolio - Class I
Conservative Allocation ISAIX ING Strategic Allocation Conservative Portfolio - Class I
Moderate Allocation ACROX ING Strategic Allocation Moderate Portfolio - Class I
NotFound NotFound Fidelity VIP Asset Manager Portfolio - Initial Class
Moderate Allocation IBPIX ING Balanced Portfolio - Class I
Moderate Allocation IUAIX ING Invesco Equity and Income Portfolio - Initial Class
Moderate Allocation IMTIX ING MFS Total Return Portfolio - Institutional Class
Aggressive Allocation PAXWX Pax World Balanced Fund - Individual Investor Class
US EQUITY
LARGE BLEND AMANX Amana Income Fund
LARGE VALUE AMADX American Century Income & Growth Fund - A Class
LARGE VALUE RWMEX American Funds Washington Mutual Investors FundSM - R-4
LARGE GROWTH FCNKX Fidelity VIP Contrafund Portfolio - Initial Class
LARGE VALUE FEIKX Fidelity VIP Equity-Income Portfolio - Initial Class
LARGE BLEND FUSEX Fidelity VIP Index 500 Portfolio - Initial Class
LARGE BLEND IIVGX ING Growth and Income Portfolio - Class I
LARGE BLEND IPLIX ING Index Plus LargeCap Portfolio - Class I
LARGE VALUE IVKSX ING Invesco Comstock Portfolio - Service Class
LARGE VALUE IPEIX ING Large Cap Value Portfolio - Institutional Class
LARGE GROWTH SPEGX Alger Green Fund - Class A
LARGE GROWTH AMAGX Amana Growth Fund
LARGE GROWTH RGAEX American Funds The Growth Fund of America - Class R-4
LARGE GROWTH IMLIX ING BlackRock Large Cap Growth Portfolio - Institutional
LARGE GROWTH IEOHX ING Large Cap Growth Portfolio - Institutional Class
LARGE GROWTH IMGIX ING Marsico Growth Portfolio - Institutional Class
LARGE GROWTH IRLNX ING Russell large Cap Growth Index Portfolio - Class I
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity Portfolio - Initial Class
MID-CAP VALUE MDRFX BlackRock Mid Cap Value Opportunities Fund - Inv A Shares
SMALL VALUE FVFRX Franklin Small Cap Value Securities Fund - Class 2
Mid-Cap Growth IBCGX ING Baron Growth Portfolio - Service Class
MID-CAP BLEND IPMIX ING Index Plus MidCap Portfolio - Class I
SMALL BLEND IPSIX ING Index Plus SmallCap Portfolio - Class I
Mid-Cap Growth IIMOX ING MidCap Opportunities Portfolio - Class I
SMALL BLEND IVCSX ING Small Company Portfolio - Class I
Mid-Cap Growth IAXIX ING T. Rowe Price Diversified Mid Cap Growth Port - Initial
MID-CAP BLEND GTAGX Invesco Mid Cap Core Equity Fund - Class A
SMALL VALUE ESPAX Wells Fargo Advantage Special Small Cap Value Fund - Class A
LARGE BLEND ASCEX ING Strategic Allocation Growth Portfolio - Class I
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Portfolio - Institutional
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Growth Fund - Class R-4
WORLD STOCK RNPEX American Funds New Perspective Fund - Class R-4
Foreign Large Blend FOSKX Fidelity VIP Overseas Portfolio - Initial Class
Foreign Large Blend IIIIX ING International Index Portfolio - Class I
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio - Initial Class
Foreign Large Value IFTIX ING Templeton Foreign Equity Portfolio - Initial Class
Emerging Market
DIVERSIFIED EMERGING MKTS IJEMX ING JPMorgan Emerging Markets Equity Portfolio - Inst
DIVERSIFIED EMERGING MKTS IJEMX Oppenheimer Developing Markets Fund - Class A

Investment model portfolios

We provide two types of investment model portfolios for Wappingers Central School District 403(b) 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: 10/31/2019.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Wappingers Central School District 403(b) Plan Strategic Asset Allocation - Optimal Moderate NA 14.52% 6.87% 4.87% 6.82% 5.75% NA 6.00%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 14.18% 14.75% 10.62% 13.46% 8.92% 6.04% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.59% 7.97% 5.39% 7.47% 5.92% 5.39% 5.56%

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: 05/29/2015.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Wappingers Central School District 403(b) Plan Tactical Asset Allocation Moderate NA 5.93% 7.74% 8.83% 8.42% NA NA 7.90%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 11.87% 18.84% 16.77% 8.00% 4.54% 9.14% 5.59%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.57% 10.13% 9.56% 5.95% 5.19% 7.56% 5.47%

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