Marine Resources Group 401k
Investment Model Portfolios
Marine Resources Group, located in Seattle, Washington, was established in 2000 by Saltchuk Resources as a holding and support company for investments in tug, barge and ancillary marine service companies. MRG has the largest and most capable coastal tug and barge fleet in the United States offering the broadest range of services.
Investment options of Marine Resources Group 401k
Total Available Funds: 26
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
|
| Others |
|
|
| Moderate Allocation |
OAKBX |
Oakmark Equity & Income I |
| ROOT |
RIMEX |
Rainier Cor Eqty |
| Retirement Income |
VTINX |
Vanguard Target Retirement Income |
| Target Date 2000-2010 |
VTOVX |
Vanguard Target Retirement 2005 |
| Target Date 2000-2010 |
VTENX |
Vanguard Target Retirement 2010 |
| Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 |
| Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 |
| Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 |
| Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 |
| Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 |
| Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 |
| Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 |
| Target Date 2050+ |
VFIFX |
Vanguard Target Retirement 2050 |
|
| US EQUITY |
|
|
| LARGE GROWTH |
RGAEX |
American Funds Growth Fund of Amer R4 |
| Mid-Cap Growth |
BGRFX |
Baron Growth |
| LARGE VALUE |
EILVX |
Eaton Vance Large-Cap Value I |
| SMALL BLEND |
PENNX |
Royce Pennsylvania Mutual Invt |
| Mid-Cap Growth |
RPMGX |
T. Rowe Price Mid-Cap Growth |
| MID-CAP VALUE |
TRMCX |
T. Rowe Price Mid-Cap Value |
| LARGE BLEND |
VFINX |
Vanguard 500 Index Investor |
| LARGE GROWTH |
VPMCX |
Vanguard PRIMECAP |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Value |
ANJIX |
Allianz NFJ International Value Instl |
| Foreign Large Blend |
REREX |
American Funds EuroPacific Gr R4 |
| Foreign Large Growth |
JAOSX |
Janus Overseas |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
TRREX |
T. Rowe Price Real Estate |
|
Investment model portfolios
We provide two types of investment model portfolios for Marine Resources Group 401k 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.
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.
|
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 (%)
|
Marine Resour... Moderate
|
-1.55 |
17.51 |
3.04 |
7.80 |
6.96 |
8.70 |
9.91 |
9.86 |
NA |
0.47 |
12.12 |
-9.58 |
13.70 |
15.86 |
19.89 |
-4.78 |
11.45 |
5.80 |
0.51 |
8.15 |
11.81 |
15.41 |
2.68 |
18.31 |
24.43 |
1.68 |
13.95 |
23.50 |
7.52 |
14.47 |
15.12 |
4.21 |
1.80 |
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)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
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)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
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
|
Marine Resour... Moderate
|
NA |
-0.43 |
-0.22 |
0.27 |
0.42 |
NA |
NA |
0.83 |
0.05 |
-0.58 |
0.94 |
-0.85 |
1.42 |
0.79 |
3.21 |
-0.66 |
2.26 |
0.70 |
0.06 |
1.11 |
1.67 |
2.05 |
0.17 |
1.62 |
2.09 |
0.13 |
1.00 |
2.38 |
0.74 |
1.64 |
2.54 |
0.65 |
-0.08 |
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 |
0.23 |
0.32 |
0.74 |
0.56 |
NA |
NA |
0.44 |
-0.70 |
1.44 |
1.69 |
-0.81 |
2.17 |
0.53 |
2.40 |
-0.34 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.15 |
1.24 |
0.25 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.59 |
0.98 |
1.24 |
1.62 |
1.63 |
4.33 |
-0.18 |
0.91 |
0.58 |
1.92 |
-0.53 |
1.73 |
0.60 |
0.00 |
0.31 |
1.49 |
-0.24 |
0.80 |
0.65 |
-1.27 |
1.19 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.29 |
0.15 |
0.51 |
0.38 |
NA |
NA |
0.49 |
-0.10 |
0.48 |
1.37 |
-1.22 |
1.32 |
0.70 |
2.78 |
-0.86 |
3.76 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.41 |
1.36 |
0.50 |
1.49 |
2.09 |
-0.75 |
-0.58 |
-0.23 |
1.08 |
1.57 |
1.57 |
0.93 |
4.20 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
Marine Resour... Moderate
|
NA |
10.39 |
10.70 |
12.89 |
10.55 |
NA |
NA |
9.59 |
6.82 |
10.50 |
8.33 |
12.88 |
9.62 |
19.78 |
5.76 |
9.27 |
4.78 |
8.05 |
8.78 |
7.33 |
7.03 |
7.48 |
15.36 |
11.27 |
11.63 |
5.78 |
10.99 |
8.49 |
7.19 |
8.25 |
5.67 |
4.80 |
6.10 |
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 |
19.39 |
18.60 |
17.94 |
18.44 |
NA |
NA |
18.12 |
28.69 |
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 |
10.43 |
10.86 |
10.39 |
10.40 |
NA |
NA |
11.50 |
14.60 |
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(%)
|
Marine Resour... Moderate
|
NA |
8.57 |
14.54 |
24.09 |
24.09 |
NA |
NA |
24.09 |
0.50 |
8.57 |
7.56 |
16.61 |
4.25 |
24.09 |
2.45 |
12.27 |
2.15 |
7.12 |
10.62 |
6.50 |
7.27 |
5.36 |
13.93 |
7.27 |
5.70 |
5.01 |
7.66 |
7.52 |
4.99 |
10.72 |
4.46 |
2.61 |
8.00 |
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 |
13.24 |
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(%)
|
Marine Resour... Moderate
|
NA |
6.50 |
6.42 |
5.60 |
5.53 |
NA |
NA |
0.00 |
NA |
1.38 |
6.63 |
3.47 |
8.45 |
4.68 |
5.93 |
3.75 |
4.67 |
5.18 |
5.55 |
7.61 |
3.34 |
6.07 |
3.05 |
5.31 |
5.51 |
8.90 |
8.02 |
5.35 |
3.85 |
3.56 |
4.28 |
6.02 |
7.59 |
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 |
