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Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan
Investment Model Portfolios

Investment options of Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan

Total Available Funds: 29
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond AGG Aggregate Bond II PIMCO Total Return Fund, Institutional Class
WORLD BOND TPINX Global Bond I Templeton Class A
High Yield Bond PHIYX High Yield Bond I PIMCO High Yield Fund, Institutional Shares
Intermediate-Term Bond VBTSX Total Bond Index IA Vanguard Total Bond Market Index Fund, Signal Shares
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Portfolio
REAL ESTATE
REAL ESTATE REFDX Global Real Estate I Morgan Stanley Institutional Fund Global Real Estate Portfolio, Cl I
Others
not found no ticker Guaranteed Return Account
Aggressive Allocation VASGX LifeStrategy I Vanguard LifeStrategy Growth Fund
Moderate Allocation VSMGX LifeStrategy II Vanguard LifeStrategy Moderate Growth Fund
Conservative Allocation VSCGX LifeStrategy III Vanguard LifeStrategy Conservative Growth Fund
ROOT CASH Money Market Advantus Money Market
Technology WSTYX Science and Technology I Ivy Science and Technology Fund, Class Y
INTERNATIONAL EQUITY
Foreign Large Blend JETAX International Core II Artio Global Management LLC International Equity
Foreign Large Value AAIPX International Core Index I American Beacon International Equity Index Fund, Institutional Class
Foreign Small Value DISVX International Value II Dodge & Cox International Stock Fund
Foreign Large Blend DFALX Large Equity IX GE Institutional U.S. Large-Cap Core Equity Fund, Investment Class
US EQUITY
LARGE BLEND VFINX Large Equity Index I Advantus S&P 500? Index
LARGE GROWTH JCEFX Large Growth Equity III Janus Capital Management LLC Concentrated Large Growth
LARGE GROWTH NVLIX Large Growth Equity XI Winslow Capital Large Cap Growth
LARGE VALUE LSGIX Large Value Equity XIV Loomis Sayles Value Fund, Class Y
MID-CAP BLEND ABMIX Mid-Cap Equity III Aston/Fairpointe Mid Cap Fund, Class I
Mid-Cap Growth VMGIX Mid-Cap Growth Equity II Ivy Mid Cap Growth Fund, Class Y
MID-CAP VALUE VMVIX Mid-Cap Value Equity I Perkins Mid Cap Value Fund, Class I
US Small Cap NAESX Small Equity III DFA U.S. Small Cap Portfolio
Small Growth VISGX Small Growth Equity Index I Vanguard Small-Cap Growth Index Fund, Investor Shares
SMALL VALUE VISVX Small Value Equity Index I Vanguard Small-Cap Value Index Fund, Investor Shares
SMALL VALUE JSCOX Small Value Equity XIV Perkins Small Cap Value
Mid-Cap Growth FRSGX Small/Mid Growth Equity III Alger SMid Cap Growth Portfolio, Class I-2
LARGE BLEND ITAIX Tactical Asset Allocation I Ivy Asset Strategy Fund, Class Y

Investment model portfolios

We provide two types of investment model portfolios for Kieckhafer Schiffer & Company 401(k) 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
Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan Strategic Asset Allocation - Optimal Moderate NA 24.60% 4.35% 7.67% 6.01% 6.70% 10.31% 10.93%
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
Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate NA 17.37% -0.47% 3.88% 2.03% 3.67% 6.44% 7.49%
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

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