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
- 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 (%)
|
Dublin Intern... Moderate
|
0.04 |
-2.46 |
6.99 |
5.48 |
8.34 |
NA |
NA |
8.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
-0.77 |
-1.47 |
14.86 |
8.16 |
-2.63 |
7.04 |
23.17 |
-8.17 |
17.78 |
15.91 |
12.78 |
8.66 |
19.81 |
3.30 |
4.15 |
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)
|
-0.84 |
11.87 |
18.84 |
16.77 |
8.00 |
4.54 |
9.14 |
5.59 |
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)
|
-0.56 |
5.57 |
10.13 |
9.56 |
5.95 |
5.19 |
7.56 |
5.47 |
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
|
Dublin Intern... Moderate
|
NA |
-0.68 |
0.75 |
0.63 |
0.84 |
NA |
NA |
0.95 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
-0.15 |
-0.22 |
2.02 |
1.32 |
-0.31 |
0.65 |
2.78 |
-1.67 |
1.34 |
1.44 |
1.68 |
0.92 |
3.86 |
0.53 |
1.09 |
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 |
0.52 |
0.92 |
0.81 |
0.66 |
NA |
NA |
0.45 |
0.47 |
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(%)
|
Dublin Intern... Moderate
|
NA |
5.76 |
6.45 |
7.11 |
8.09 |
NA |
NA |
7.37 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
5.28 |
6.67 |
7.35 |
6.12 |
8.53 |
10.70 |
8.30 |
5.45 |
10.99 |
8.77 |
6.31 |
8.42 |
4.95 |
4.18 |
1.69 |
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 |
19.81 |
17.18 |
17.40 |
18.47 |
NA |
NA |
18.10 |
23.67 |
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(%)
|
Dublin Intern... Moderate
|
NA |
7.73 |
7.73 |
7.73 |
12.31 |
NA |
NA |
12.31 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
4.46 |
7.59 |
5.44 |
5.15 |
6.90 |
9.07 |
4.15 |
10.56 |
8.72 |
12.31 |
5.35 |
9.53 |
1.93 |
5.67 |
1.81 |
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(%)
|
Dublin Intern... Moderate
|
NA |
3.97 |
3.97 |
3.71 |
4.80 |
NA |
NA |
4.33 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
2.33 |
4.84 |
2.95 |
4.23 |
2.43 |
2.61 |
2.63 |
2.48 |
9.99 |
7.79 |
7.32 |
1.76 |
3.02 |
2.25 |
3.97 |
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 05/29/2015, AR inception is 12/31/2000