Snakao
Investment Model Portfolios

Investment options of Snakao

Total Available Funds: 37
Asset Class Ticker Description
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond A
High Yield Bond FHAIX Franklin High Income A
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond VBIIX Vanguard Interm-Term Bond Index
Multisector Bond PSRAX Pioneer Strategic Income A
Inflation-Protected Bond AIANX American Century Infl-Adjusted Bd Instl
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5
Foreign Large Growth JIGRX Janus Overseas S
Foreign Small/Mid Value SGOVX First Eagle Overseas A
WORLD STOCK RWIEX American Funds Capital World G/I R4
Others
World Allocation SGENX First Eagle Global A
Moderate Allocation OARBX Oakmark Equity & Income II
Equity Energy BACAX BlackRock All-Cap Engy & Res Investor A
EQUITY PRECIOUS METALS FKRCX Franklin Gold and Precious Metals A
Technology WSTYX Ivy Science & Technology Y
Utilities MMUHX MFS Utilities R3
US EQUITY
LARGE BLEND RFNEX American Funds Fundamental Invs R4
LARGE BLEND EIVCX Evergreen Intrinsic Value C
LARGE GROWTH JARTX Janus Forty S
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
LARGE VALUE CVFCX Pioneer Cullen Value A
MID-CAP BLEND LVOAX Lord Abbett Value Opportunities A
Mid-Cap Growth WMGYX Ivy Mid Cap Growth Y
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
US EQUITY MMDA Mega Media Group, Inc.
Small Growth BSCFX Baron Small Cap
Small Growth SAGWX Sentinel Small Company A
SMALL VALUE DEVLX Delaware Small Cap Value A
Small Growth VASCX Van Kampen Small Cap Growth A
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
Mid-Cap Growth ALMAX Alger SMidCap Growth A
MID-CAP VALUE ACLAX American Century Mid Cap Value Adv
SMALL VALUE VSCAX Van Kampen Small Cap Value A
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv
LARGE BLEND EIVAX Evergreen Intrinsic Value A
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities A

Investment model portfolios

We provide two types of investment model portfolios for Snakao 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Snakao Tactical Asset Allocation Moderate NA 28.69% 5.44% 7.73% 5.63% 7.04% 9.16% 10.49%
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%

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