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CANANDAIGUA MEDICAL GROUP P.C. PROFIT SHARING PLAN
Investment Model Portfolios

Darling International Inc. Salaried Employees` Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of CANANDAIGUA MEDICAL GROUP P.C. PROFIT SHARING PLAN

Total Available Funds: 14
Asset Class Ticker Description
US EQUITY
US EQUITY noticker Best of America Fixed Fund Total Nationwide Insurance Company
LARGE VALUE AAGPX American Beacon Large Cap Value Investor
LARGE BLEND PEOPX Dreyfus S & P 500 Index Fund
LARGE GROWTH RGAEX Growth Fund of America Class R-4
LARGE BLEND EXHAX Manning & Napier Promix Max Term Collect
SMALL BLEND RYPFX Royce Pennsylvania Fund Service Share Cl
US EQUITY noticker TD Bank Instl MMDA FTCIMA
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Fund Class Z
Foreign Large Blend HRINX Harbor International Administrative Shar
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Galliard Stable Return Class J
Intermediate-Term Bond PTTDX Pimco Total Return Fund Class D
Others
Conservative Allocation EXDAX Manning & Napier Promix Conserv Term Coll
Moderate Allocation MNBIX Manning & Napier Promix Extended Term Collect
Moderate Allocation MNMIX Manning & Napier Promix Moderate Term M

Investment model portfolios

We provide two types of investment model portfolios for CANANDAIGUA MEDICAL GROUP P.C. 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
Canandaigua Medical Group P.C. Profit Sharing Plan Tactical Asset Allocation Moderate NA 17.73% 0.95% 5.49% 3.98% 4.88% 5.80% 6.32%
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