ABAXIS 401K PLAN Investment Model Portfolios

Investment options of ABAXIS 401K PLAN

Total Available Funds: 30

Asset Class

Ticker

Description

COMMODITIES
COMMODITIES	ABAX	Abaxis Stock Portfolio

FIXED INCOME
SHORT GOVERNMENT	STABLEVALUE	Metlife Stable Value Stable Value Fund
Intermediate-Term Bond	PTTRX	Pimco Total Return Mutual Fund
Intermediate-Term Bond	VBMFX	Vanguard Bond Index-Total Bond Mkt Mutual Fund
Intermediate Government	VFITX	Vanguard interm-Term U.S. Treasury Mutual Fund

Others
ROOT	CASH	TD Bank USA Money Mkt Money Mkt
Retirement Income	VTINX	Vanguard Target rtmt Income Mutual Fund
Target Date 2000-2010	VTOVX	Vanguard Target rtmt 2005 Mutual Fund
Target Date 2000-2010	VTENX	Vanguard Target rtmt 2010 Mutual Fund
Target Date 2011-2015	VTXVX	Vanguard Target rtmt 2015 Mutual Fund
Target Date 2016-2020	VTWNX	Vanguard Target rtmt 2020 Mutual Fund
Target Date 2021-2025	VTTVX	Vanguard Target rtmt 2025 Mutual Fund
Target Date 2026-2030	VTHRX	Vanguard Target rtmt 2030 Mutual Fund
Target Date 2031-2035	VTTHX	Vanguard Target rtmt 2035 Mutual Fund
Target Date 2036-2040	VFORX	Vanguard Target rtmt 2040 Mutual Fund
Target Date 2041-2045	VTIVX	Vanguard Target rtmt 2045 Mutual Fund
Target Date 2050+	VFIFX	Vanguard Target rtmt 2050 Mutual Fund

US EQUITY
SMALL VALUE	PSVIX	Allianz NFJ Small-Cap Value Mutual Fund
LARGE GROWTH	CGFAX	American Funds the Growth Fund of Amer Mutual Fund
Mid-Cap Growth	CLSPX	Columbia Mid Cap Growth Mutual Fund
LARGE BLEND	NYVTX	Davis NY Venture Mutual Fund
LARGE VALUE	DODGX	Dodge Cox Stock Mutual Fund
LARGE BLEND	FSMAX	Fidelity Spartan 500 Index Mutual Fund
MID-CAP BLEND	FSEMX	Fidelity Spartan Extended Mkt Mutual Fund
MID-CAP VALUE	GCMTX	Goldman Sachs Mid Cap Value Mutual Fund
Small Growth	HIASX	Hartford Small Company Mutual Fund
SMALL BLEND	RLPHX	Royce Low-Priced Stock

INTERNATIONAL EQUITY
Foreign Large Blend	CEUFX	American Funds EuroPacific Growth Mutual Fund
WORLD STOCK	RSLFX	American Funds Smallcap World Mutual Fund
Foreign Large Value	DODFX	Dodge Cox International Stock Mutual Fund

Investment model portfolios

We provide two types of investment model portfolios for ABAXIS 401K PLAN 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.

Customize a model portfolio now

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