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METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN

Total Available Funds: 14
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE TFLIC Stable Fund (General Account) Guaranteed Interest Contract
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond TAHYX Pioneer High Yield A
REAL ESTATE
REAL ESTATE IARAX AIM Real Estate A
US EQUITY
Small Growth BSCFX Baron Small Cap
Mid-Cap Growth LACAX Columbia Acorn A
SMALL VALUE DHSCX Diamond Hill Small Cap A
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
LARGE BLEND FDTOX Fidelity Advisor Diversified International A
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr
LARGE GROWTH TADAX Transamerica Diversified Equity
LARGE BLEND DSKIX Transamerica Partners Institutional Stock Index
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
ROOT CASH Personal Choice Retirement Account

Investment model portfolios

We provide two types of investment model portfolios for METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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
Methodist Hospital of Southern California Retirement Savings Plan Tactical Asset Allocation Moderate NA 27.12% 8.17% 11.08% 6.08% 7.54% 8.15% 8.81%
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%
Data as of 10/31/2024, AR inception is 12/31/2000