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Laurelwood Pediatrics Profit Sharing Plan
Investment Model Portfolios

Investment options of Laurelwood Pediatrics Profit Sharing Plan

Total Available Funds: 57
Asset Class Ticker Description
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value
Others
Equity Energy VGENX Vanguard Energy
Technology PRSCX T.Rowe Price Sci & Tech
Health PRHSX T.Rowe Price Health Sci
Financial FIDIX John Hancock Financial Industries
Utilities MMUIX MFS Utilities
World Allocation MALOX BlackRock Global Allocation
Moderate Allocation RLBFX American Balanced Fund
World Allocation PAAIX PIMCO All Asset
INTERNATIONAL EQUITY
Foreign Large Value DFVFX DFA International Value
Foreign Large Value SSAIX SSgA Intl Equity Index
WORLD STOCK OGLYX Oppenheimer Global
WORLD STOCK TWDAX Templeton World
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Foreign Large Growth JTIIX John Hancock Intl Growth
Foreign Large Growth AIEVX Invesco International Growth
WORLD STOCK MDISX Mutual Global Discovery
US EQUITY
SMALL BLEND DFSTX DFA Small Cap Opportunities
Small Growth VISGX Vanguard Small Cap Growth
Small Growth SPVIX Wellington Small Cap Growth
SMALL BLEND DFSTX DFA U.S. Small Cap
Mid-Cap Growth JIMSX Wellington Mid Cap Stock
Small Growth SPVIX John Hancock Small Cap Index
Mid-Cap Growth FSGAX Franklin Small-Mid Growth
LARGE GROWTH SAGYX Legg Mason ClearBr Agg Growth
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
SMALL BLEND NAESX Vanguard Small Cap Value
LARGE BLEND JEQAX John Hancock Fundamental All Cap Core
Mid-Cap Growth JCEIX John Hancock Mid Cap Index
SMALL VALUE BRSVX Wellington Small Cap Value
LARGE VALUE VVOIX Invesco Value
LARGE VALUE JVLIX John Hancock Disciplined Value
LARGE GROWTH TRBCX T.Rowe Price Blue Chip Growth
MID-CAP VALUE VOE Vanguad Mid-Cap Value ETF
LARGE GROWTH OPTIX Jennison Capital Appreciation
MID-CAP VALUE TRMCX T.Rowe Price Mid Value
LARGE GROWTH RGAFX American Funds The Growth Fund of America
LARGE BLEND DSEFX Domini Social Equity
LARGE GROWTH VIGRX Vanguard Growth Index
LARGE BLEND VTSMX John Hancock Total Stock Market Index
LARGE VALUE VIVAX Vanguard Value Index
LARGE VALUE PRFDX T.Rowe Price Equity Income
LARGE BLEND VFINX John Hancock 500 Index
LARGE BLEND RICFX American Funds Investment Company of America
LARGE BLEND BEGRX Franklin Mutual Beacon
LARGE VALUE AMRMX American Funds Washing Mutual
LARGE BLEND GMRTX GMO U.S. Equity
LARGE VALUE JFVAX John Hancock Fundamental Large Cap Value
LARGE GROWTH PRSGX T.Rowe Price Spectrum Inco
REAL ESTATE
REAL ESTATE RRRAX Deutsche Real Estate Securities
FIXED INCOME
High Yield Bond FHYTX WAMCO High Yield
Multisector Bond JIPAX John Hancok Strategic INcome Opp
WORLD BOND PADMX PIMCO Global Bond
Inflation-Protected Bond PRRIX PIMCO Real Return
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate-Term Bond VBMFX Declaration Total Bond Market
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Value

Investment model portfolios

We provide two types of investment model portfolios for Laurelwood Pediatrics Profit Sharing 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
Laurelwood Pediatrics Profit Sharing Plan Strategic Asset Allocation - Optimal Moderate NA 34.58% -20.68% -8.31% -2.66% 1.03% 2.07% 3.22%
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
Laurelwood Pediatrics Profit Sharing Plan Tactical Asset Allocation Moderate NA 35.88% 10,767.02% 1,650.90% 327.22% 171.41% 119.48% 100.78%
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