Select Page

Steed Flagg LLP Retirement Plan
Investment Model Portfolios

This plan is created upon a user's request.

Investment options of Steed Flagg LLP Retirement Plan

Total Available Funds: 21
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
Inflation-Protected Bond HIPRX Hartford Inflation Plus R3
High Yield Bond FHIRX Franklin High Income R
Intermediate Government MGVSX MFS Government Securities R2
INTERNATIONAL EQUITY
Foreign Large Blend MRSRX MFS Research International R2
WORLD STOCK RWIAX American Funds Capital World G/I R1
Others
Conservative Allocation FTCRX Franklin Templeton Cnsrv Target R
Target Date 2016-2020 LPRCX BlackRock LifePath 2020 Investor A
Target Date 2026-2030 LPRDX BlackRock LifePath 2030 Investor A
Target Date 2036-2040 LPREX BlackRock LifePath 2040 Investor A
Retirement Income LPRAX Barclays Global Investors LP Retire R
NotFound JCMXX JCMXX
Target Date 2050+ LPRFX BlackRock LifePath 2050 Investor A
US EQUITY
LARGE GROWTH MCRRX MFS Core Growth R2
LARGE BLEND PIORX Pioneer R
LARGE VALUE PNERX Allianz NFJ Dividend Value R
SMALL VALUE GOGFX Victory Small Company Opportunity R
Small Growth JSGZX JPMorgan Small Cap Growth R2
MID-CAP BLEND FMCYX First American Mid Cap Index R
REAL ESTATE
REAL ESTATE ORENX Oppenheimer Real Estate N
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets N

Investment model portfolios

We provide two types of investment model portfolios for Steed Flagg LLP Retirement 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
Steed Flagg LLP Retirement Plan Tactical Asset Allocation Moderate NA 12.30% -0.20% 3.87% 3.66% 5.43% 7.65% 8.15%
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

Click here for more plan details and features ►