Global Solar Energy Inc 401K Savings Plan Investment Model Portfolios

Investment options of Global Solar Energy Inc 401K Savings Plan

Total Available Funds: 34

Asset Class

Ticker

Description

US EQUITY
LARGE VALUE	MDDVX	BlackRock Equity Dividend A
LARGE BLEND	EVTMX	Eaton Vance Dividend Builder A
LARGE GROWTH	FNIAX	Fidelity Advisor New Insights A
LARGE GROWTH	FKGRX	Franklin Growth A
LARGE BLEND	OGEAX	JPMorgan Equity Index A
Mid-Cap Growth	FIIAX	Fidelity Advisor Mid Cap II A
MID-CAP BLEND	GTAGX	AIM Mid Cap Core Equity A
MID-CAP VALUE	JMVIX	Perkins Mid Cap Value S
SMALL BLEND	FSCDX	Fidelity Advisor Small Cap A
SMALL VALUE	FCVAX	Fidelity Advisor Small Cap Value A
Small Growth	LAGWX	Lord Abbett Developing Growth A

INTERNATIONAL EQUITY
Foreign Large Blend	BREAX	BlackRock International Opp A
WORLD STOCK	FWAFX	Fidelity Advisor Worldwide A

Emerging Market
DIVERSIFIED EMERGING MKTS	ODMAX	Oppenheimer Developing Markets A

Others
Utilities	FUGAX	Fidelity Advisor Utilities A
EQUITY PRECIOUS METALS	FGDAX	Fidelity Advisor Gold A
Moderate Allocation	FFAMX	Fidelity Advisor Asset Manager 50% A
Target Date 2000-2010	FFAVX	Fidelity Advisor Freedom 2005 A
Target Date 2000-2010	FACFX	Fidelity Advisor Freedom 2010 A
Target Date 2011-2015	FFVAX	Fidelity Advisor Freedom 2015 A
Target Date 2016-2020	FDAFX	Fidelity Advisor Freedom 2020 A
Target Date 2021-2025	FATWX	Fidelity Advisor Freedom 2025 A
Target Date 2026-2030	FAFEX	Fidelity Advisor Freedom 2030 A
Target Date 2031-2035	FATHX	Fidelity Advisor Freedom 2035 A
Target Date 2036-2040	FAFFX	Fidelity Advisor Freedom 2040 A
Target Date 2041-2045	FFFZX	Fidelity Advisor Freedom 2045 A
Target Date 2050+	FFFLX	Fidelity Advisor Freedom 2050 A
Retirement Income	FAFAX	Fidelity Advisor Freedom Inc A
ROOT	CASH	Fidelity Managed Inc Portfolio
ROOT	CASH	FPRXX

FIXED INCOME
Intermediate Government	FVIAX	Fidelity Advisor Government Income A
Multisector Bond	FSTAX	Fidelity Advisor Strategic Income A
Intermediate-Term Bond	PTTAX	PIMCO Total Return A
SHORT GOVERNMENT	STABLEVALUE	FA STABLEVALUE

Investment model portfolios

We provide two types of investment model portfolios for Global Solar Energy Inc 401K Savings 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.

Customize a model portfolio now

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	Common	Inception
Global Solar Energy Inc 401K Savings Plan Tactical Asset Allocation Moderate	NA	16.31%	9.57%	5.72%	4.38%	7.02%	8.46%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	9.98%	9.75%	10.95%	11.06%	12.38%	9.19%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	6.25%	1.69%	4.40%	4.69%	6.67%	5.54%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	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 (%)	Global Solar … Moderate	-0.17	16.31	9.57	5.72	4.38	7.02	8.46	…	…	NA	NA	2.77	28.68	-10.81	11.97	11.15	4.77	-0.27	12.54	3.76	-5.66	0.32	17.77	7.44	-0.61	10.29	29.64	-2.16	17.59	18.31	15.04	12.47	32.51	5.84	6.54	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)	-1.25	9.98	9.75	10.95	11.06	12.38	9.19	…	…	NA	17.72	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)	-0.67	6.25	1.69	4.40	4.69	6.67	5.54	…	…	NA	16.26	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	Global Solar … Moderate	NA	2.80	0.79	0.83	0.60	NA	NA	…	…	NA	NA	0.40	3.33	-1.28	1.12	1.15	0.66	-0.20	2.47	0.66	-0.98	0.04	2.40	1.49	-0.08	0.91	2.85	-0.54	0.93	1.54	2.00	1.29	6.25	1.02	0.90	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	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	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	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	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(%)	Global Solar … Moderate	NA	7.25	9.14	8.72	7.57	NA	NA	…	…	NA	NA	6.18	7.33	9.55	10.70	9.52	5.12	7.87	4.83	5.39	5.80	7.15	7.39	4.97	8.28	11.18	10.37	5.71	15.63	9.77	6.45	8.95	5.09	4.64	4.68	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	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	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	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	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(%)	Global Solar … Moderate	NA	3.28	17.66	17.66	17.66	NA	NA	…	…	NA	NA	0.94	3.28	15.98	5.81	11.52	3.83	8.01	3.22	4.51	9.87	6.88	4.22	3.93	7.97	8.87	4.74	7.42	11.17	14.67	5.42	11.67	2.40	6.22	3.26	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	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	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	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	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(%)	Global Solar … Moderate	NA	13.85	9.27	7.20	4.62	NA	NA	…	…	NA	NA	0.86	14.33	6.14	6.95	4.58	3.67	1.21	0.32	2.90	3.15	2.80	10.18	3.95	4.06	3.24	4.23	3.65	11.68	10.01	4.42	2.82	4.63	5.60	7.60	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)	0.00	1.17	1.59	1.52	2.77	3.90	3.50	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.49	5.98	4.34	4.53	4.38	4.23	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2023, Common starting date is 12/31/2000

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