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Mike 2
Investment Model Portfolios

Investment options of Mike 2

Total Available Funds: 23
Asset Class Ticker Description
US EQUITY
LARGE BLEND RSP Rydex S&P Equal Weight
SMALL BLEND IWM iShares Russell 2000 Index
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
INTERNATIONAL EQUITY
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF
Foreign Large Blend EFA iShares MSCI EAFE Index
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
Commodities Precious Metals GLD SPDR Gold Shares
COMMODITIES BROAD BASKET DJP iPath DJ-UBS Commodity Index TR ETN
Commodities Agriculture DBA PowerShares DB Agriculture
Commodities Industrial Metals DBB PowerShares DB Base Metals
Commodities Precious Metals DBP PowerShares DB Precious Metals
Commodities Energy DBE PowerShares DB Energy
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate RWX SPDR Dow Jones Intl Real Estate
FIXED INCOME
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
LONG GOVERNMENT TLH iShares Barclays 10-20 Year Treasury Bd
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond

Investment model portfolios

We provide two types of investment model portfolios for Mike 2 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
Mike 2 Tactical Asset Allocation Moderate NA 11.67% 1.32% 6.39% 3.36% 4.41% 5.29% 6.01%
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