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Dublin Internal Medicine Retirement Plan
Investment Model Portfolios

This plan was created based on a user's request. Dublin Internal Medicine is located in Dublin, GA.

Investment options of Dublin Internal Medicine Retirement Plan

Total Available Funds: 27
Asset Class Ticker Description
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO VIT REAL RETURN,PORT
Intermediate-Term Bond ILBAX ING U.S. BOND INDEX PORTFOLIO
Multisector Bond STIZX PIONEER STRATEGIC INCOME
Others
Target Date 2011-2015 ISSIX ING INDEX SOLUTION 2015 PORTFOLIO
Target Date 2021-2025 ISDIX ING INDEX SOLUTION 2025 PORTFOLIO
Target Date 2031-2035 ISEIX ING INDEX SOLUTION 2035 PORTFOLIO
Target Date 2041-2045 ISJIX ING INDEX SOLUTION 2045 PORTFOLIO
Target Date 2050+ IISNX ING INDEX SOLUTION 2055 PORTFOLIO
Retirement Income ISWAX ING INDEX SOLUTION INC PORTFOLION Adv
Moderate Allocation RLBCX AMERICAN FUNDS AM BALANCED R3
Moderate Allocation IUAIX ING VAN KAMPEN EQUITY AND INCOME PORTFOLIO
Technology IBSIX ING BLACKROCK SCI & TECH OPP-1
US EQUITY
LARGE BLEND ISFIX DAVIS NEW YORK VENTURE FUND R
LARGE BLEND INGIX ING US STOCK IND PORTFOLIO-INST CLASS
LARGE VALUE VIVIX VANGUARD VIF-DIVERSIFIED VAL PORT
LARGE VALUE RWMCX WASHINGTON MUTUAL INVESTORS FUND-R3
LARGE GROWTH IMEIX ING LGMASON CIRBRDG AGGB GRW PORT1
LARGE GROWTH RGACX AMERICAN FUNDS GROWTH FND R3
MID-CAP BLEND IIRMX ING RUSSELL MID CAP INDEX
Mid-Cap Growth BARAX BARON ASSET FUND RET
MID-CAP VALUE IJMIX ING JPMORGAN MID CAP VAL PORTFOLIO
SMALL BLEND IIRSX ING RUSSELL SMALL CAP INDEX-1
Small Growth VSGIX VANGUARD VIF-SMALL COMP GRWTH PORT
SMALL VALUE IACIX ING AMCENT SM-MDCP VAL PORT
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX LAZARD EMERGING MARKET PORT-OPEN
INTERNATIONAL EQUITY
Foreign Large Blend IIIIX ING INTERNATIONAL PORT-1
WORLD STOCK RNPCX AMERICAN FUNDS NW PRSPV FUND R3

Investment model portfolios

We provide two types of investment model portfolios for Dublin Internal Medicine Retirement 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.

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
Dublin Internal Medicine Retirement Plan Tactical Asset Allocation Moderate NA -2.46% 6.99% 5.48% 8.34% NA NA 8.57%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 11.87% 18.84% 16.77% 8.00% 4.54% 9.14% 5.59%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.57% 10.13% 9.56% 5.95% 5.19% 7.56% 5.47%
Data as of 05/29/2015, AR inception is 12/31/2000

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