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Shionogi Inc 401K
Investment Model Portfolios

This plan was created based on a user's request.

Investment options of Shionogi Inc 401K

Total Available Funds: 23
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT TSPGFUND T. Rowe Price Stable Value Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
Retirement Income TRRIX T. Rowe Price Retirement Income
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055
US EQUITY
LARGE BLEND VIFSX Vanguard 500 Index Signal
LARGE VALUE PRFDX T. Rowe Price Equity Income
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
Small Growth BGRIX Baron Growth Instl
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity I

Investment model portfolios

We provide two types of investment model portfolios for Shionogi Inc 401K 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
Shionogi Inc 401K Tactical Asset Allocation Moderate NA 2.45% 2.43% 2.19% 2.03% 3.96% 5.28% 6.29%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000