DEFERRED SALARY and PROFIT SHARING PLAN FOR EMPLOYEES OF ORBITAL SCIENCES CORPORATION
Investment Model Portfolios
--
Investment options of DEFERRED SALARY and PROFIT SHARING PLAN FOR EMPLOYEES OF ORBITAL SCIENCES CORPORATION
Total Available Funds: 29
| Asset Class |
Ticker
| Description |
| Others |
|
|
| unknown |
unknown |
T. Rowe Price Retirement Managed Bond Tr Fund Common Collective Tr |
| ROOT |
CASH |
T. Rowe Price Retirement Reserve Investment Fund Money Mkt Mutual Fund |
| Retirement Income |
TRRIX |
T. Rowe Price Retirement rtmt Income |
| Moderate Allocation |
RPBAX |
T. Rowe Price Retirement Balanced |
| Target Date 2000-2010 |
TRRFX |
T. Rowe Price Retirement rtmt 2005 |
| Target Date 2000-2010 |
TRRAX |
T. Rowe Price Retirement rtmt 2010 |
| Target Date 2011-2015 |
TRRGX |
T. Rowe Price Retirement rtmt 2015 |
| Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement rtmt 2020 |
| Target Date 2021-2025 |
TRRHX |
T. Rowe Price Retirement rtmt 2025 |
| Target Date 2026-2030 |
TRRCX |
T. Rowe Price Retirement rtmt 2030 |
| Target Date 2031-2035 |
TRRJX |
T. Rowe Price Retirement rtmt 2035 |
| Target Date 2036-2040 |
TRRDX |
T. Rowe Price Retirement rtmt 2040 |
| Target Date 2041-2045 |
TRRKX |
T. Rowe Price Retirement rtmt 2045 |
| Target Date 2050+ |
TRRMX |
T. Rowe Price Retirement rtmt 2050 |
| Target Date 2050+ |
TRRNX |
T. Rowe Price Retirement rtmt 2055 |
| ROOT |
CASH |
Summit Cash Reserves Fund Money Mkt Fund |
|
| US EQUITY |
|
|
| LARGE BLEND |
NYVTX |
Davis NY Venture A |
| MID-CAP BLEND |
FSEMX |
Vanguard Extended Mkt Index |
| Mid-Cap Growth |
MPEGX |
Morgan Stanley Mid-Cap Growth Portfolio Advisor Mutual Fund |
| LARGE BLEND |
VFINX |
Vanguard 500 Index |
| Small Growth |
BUFSX |
Buffalo Small Cap |
| MID-CAP VALUE |
GCMAX |
Goldman Sachs Mid-Cap Value |
| SMALL BLEND |
SMVAX |
Wells Fargo Adv Advisor Small Cap Value |
| LARGE VALUE |
PRFDX |
T. Rowe Price Retirement Equity Income |
| LARGE GROWTH |
HACAX |
Harbor Capital app |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Value |
DODFX |
Dodge & Cox International |
| Foreign Large Blend |
RERFX |
American Europacific Growth |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
Pacific Investment Management Company Total Return |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
TRREX |
T. Rowe Price Retirement Real Estate |
|
Investment model portfolios
We provide two types of investment model portfolios for DEFERRED SALARY and PROFIT SHARING PLAN FOR EMPLOYEES OF ORBITAL SCIENCES CORPORATION participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
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.
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
DEFERRED SALA... Moderate
|
-1.51 |
24.55 |
0.31 |
4.83 |
4.08 |
6.10 |
7.29 |
7.98 |
NA |
4.32 |
11.98 |
-18.28 |
10.21 |
13.92 |
12.96 |
-3.83 |
6.98 |
2.54 |
-0.91 |
4.87 |
14.91 |
7.83 |
1.19 |
17.67 |
23.30 |
-2.98 |
8.60 |
20.84 |
7.12 |
14.15 |
20.09 |
4.75 |
6.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
DEFERRED SALA... Moderate
|
NA |
-0.26 |
-0.42 |
0.10 |
0.19 |
NA |
NA |
0.73 |
-0.07 |
-0.25 |
0.72 |
-1.27 |
1.10 |
1.47 |
2.37 |
-0.65 |
0.98 |
0.47 |
-0.15 |
0.69 |
2.09 |
1.39 |
0.11 |
1.24 |
2.12 |
-0.94 |
0.55 |
2.24 |
0.72 |
1.64 |
3.71 |
0.79 |
1.01 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.60 |
0.95 |
0.80 |
0.65 |
NA |
NA |
0.45 |
0.51 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.56 |
0.73 |
0.52 |
0.49 |
NA |
NA |
0.51 |
0.85 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
DEFERRED SALA... Moderate
|
NA |
9.05 |
12.10 |
11.06 |
8.97 |
NA |
NA |
8.48 |
8.92 |
9.09 |
10.76 |
15.51 |
9.22 |
9.28 |
4.88 |
7.94 |
6.49 |
4.96 |
6.36 |
7.01 |
7.13 |
5.59 |
10.43 |
14.17 |
10.96 |
4.13 |
10.22 |
7.86 |
6.92 |
8.08 |
5.22 |
4.62 |
3.68 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.74 |
17.13 |
17.38 |
18.46 |
NA |
NA |
18.09 |
23.24 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.51 |
10.10 |
10.07 |
10.41 |
NA |
NA |
11.48 |
12.15 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
DEFERRED SALA... Moderate
|
NA |
8.05 |
21.92 |
23.51 |
23.51 |
NA |
NA |
23.51 |
1.07 |
8.05 |
11.00 |
23.33 |
4.89 |
10.72 |
2.66 |
10.04 |
6.15 |
3.61 |
7.45 |
4.02 |
6.02 |
4.14 |
9.99 |
10.23 |
5.18 |
6.26 |
7.30 |
6.30 |
4.64 |
9.37 |
2.27 |
7.36 |
2.61 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
DEFERRED SALA... Moderate
|
NA |
6.51 |
7.51 |
6.86 |
5.28 |
NA |
NA |
4.56 |
NA |
0.97 |
6.39 |
8.36 |
6.02 |
6.64 |
6.00 |
3.16 |
0.36 |
5.31 |
5.20 |
4.29 |
3.45 |
3.44 |
1.23 |
2.61 |
4.81 |
2.66 |
5.38 |
5.41 |
3.58 |
3.76 |
4.02 |
5.41 |
6.42 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 10/31/2024, AR inception is 12/31/2000
