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Pulse Design Group Inc 401k Profit Sharing Plan Trust
Investment Model Portfolios

Investment options of Pulse Design Group Inc 401k Profit Sharing Plan Trust

Total Available Funds: 18
Asset Class Ticker Description
US EQUITY
LARGE BLEND FRDRX Franklin Rising Dividends R
LARGE VALUE RMFCX American Funds American Mutual R3
LARGE BLEND CCERX Columbia Large Cap Enhanced Core R
LARGE GROWTH MIRGX MFS Massachusetts Investors Gr Stk R2
Mid-Cap Growth WMGRX Ivy Mid Cap Growth R
Small Growth JGMRX Janus Triton R
MID-CAP VALUE GETGX Victory Established Value R
SMALL BLEND GSQRX Goldman Sachs Small Cap Value R
INTERNATIONAL EQUITY
Foreign Large Blend OIDNX Oppenheimer International Diversified N
FOREIGN SMALL/MID GROWTH TIGVX Thornburg International Growth R3
Foreign Large Value MINFX MFS International Value R2
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
Others
ROOT CASH USCASH
NotFound ACKXX ACKXX
FIXED INCOME
Intermediate Government PGVRX Putnam US Government Income R
Intermediate-Term Bond PTRRX PIMCO Total Return R
High Yield Bond LHYRX Lord Abbett High Yield R3
Inflation-Protected Bond GSRPX Goldman Sachs Inflation Protected Secs R

Investment model portfolios

We provide two types of investment model portfolios for Pulse Design Group Inc 401k Profit Sharing Plan Trust 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
Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Optimal Moderate NA 21.76% -0.27% 4.62% 4.35% 6.02% 6.10% 5.97%
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%
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
Pulse Design Group Inc 401k Profit Sharing Plan Trust Tactical Asset Allocation Moderate NA 16.09% 2.05% 6.57% 5.27% 6.50% 8.27% 7.85%
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