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Rydex Investments 401(k) and Profit Sharing Plan
Investment Model Portfolios

Rydex Investments and Security Global Investors are now Rydex SGI — a forward thinking asset management firm dedicated to providing high quality, innovative investment solutions across the asset allocation spectrum that meets investors’ diverse and evolving needs.

Investment options of Rydex Investments 401(k) and Profit Sharing Plan

Total Available Funds: 17
Asset Class Ticker Description
Others
ROOT CASH SSGA Government Money Market
Target Date 2026-2030 FEFIX Fidelity ADV Freedom 2030
Target Date 2036-2040 FIFFX Fidelity ADV Freedom 2040
Target Date 2016-2020 FDIFX Fidelity ADV Freedom 2020
Moderate Allocation SLBRX SSGA Life Solutions Balanced
Conservative Allocation SLIRX SSGA Life Solutions Income & Growth
noticker noticker Participant loans
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value Fund
US EQUITY
LARGE BLEND NYVRX Davis New York Venture Fund
SMALL BLEND RTRRX Royce Total Return Fund
LARGE VALUE ACSRX Van Kampen Comstock Fund
Mid-Cap Growth ALMRX Alger Mid Cap Growth
LARGE BLEND SVSPX SSGA S&P 500 Index Fund
LARGE BLEND SLRRX SSGA Life Solutions Growth
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return Fund
Inflation-Protected Bond PRRRX PIMCO Real Return Fund
REAL ESTATE
REAL ESTATE IARRX AIM Real Estate Fund

Investment model portfolios

We provide two types of investment model portfolios for Rydex Investments 401(k) and Profit Sharing 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
Rydex Investments 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate NA 22.13% 1.52% 6.25% 4.56% 5.44% 5.70% 5.35%
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