Mid Ohio Oncology Hematology Inc Retirement Plan
Investment Model Portfolios
This plan was created upon a user's request.
Investment options of Mid Ohio Oncology Hematology Inc Retirement Plan
Total Available Funds: 28
| Asset Class |
Ticker
| Description |
| INTERNATIONAL EQUITY |
|
|
| WORLD STOCK |
RWICX |
American Funds Capital World G/I R3 |
| Foreign Large Blend |
RERFX |
American Funds EuroPacific Growth R3 |
| Foreign Large Value |
OARIX |
Oakmark International II |
| WORLD STOCK |
OPPAX |
Oppenheimer Global A |
| WORLD STOCK |
TAVFX |
Third Avenue Value Fund |
|
| US EQUITY |
|
|
| SMALL VALUE |
VSCAX |
INVESCO Van Kampen Small Cap Value A |
| SMALL BLEND |
MXISX |
Maxim Index 600 |
| SMALL BLEND |
MXLSX |
Maxim Loomis Sayles Small-Cap Value |
| SMALL VALUE |
NSCAX |
Nuveen Small Cap Select A |
| Small Growth |
SSCTX |
RidgeWorth Small Cap Growth Fund I |
| MID-CAP BLEND |
FLSTX |
Fidelity Advisor Leveraged Co Stk - T |
| MID-CAP VALUE |
GCMAX |
Goldman Sachs Mid Cap Value Fund A |
| Mid-Cap Growth |
MXMGX |
Maxim T. Rowe Price Mid-Cap Growth |
| LARGE GROWTH |
RAFCX |
American Funds AMCAP Fund - R3 |
| LARGE BLEND |
RFNFX |
American Funds Fundamental Inv R3 |
| LARGE GROWTH |
RGACX |
American Funds Growth Fund of Amer R3 |
| LARGE BLEND |
NYVTX |
Davis NY Venture A |
| LARGE VALUE |
ACSDX |
INVESCO Van Kampen Comstock A |
| LARGE GROWTH |
JARTX |
Janus Forty Class S |
| LARGE GROWTH |
MFOCX |
Marsico Focus |
| LARGE BLEND |
MXVIX |
Maxim S & P 500 Index |
| LARGE VALUE |
MXEQX |
Maxim T. Rowe Price Equity Income |
| LARGE VALUE |
MEIAX |
MFS Value Fund A |
| LARGE VALUE |
IDQYX |
Columbia Diversified Equity Income R3 |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
MXBIX |
Maxim Bond Index |
| Multisector Bond |
MXLMX |
Maxim Loomis Sayles Bond Portfolio |
| Short-Term Bond |
VBISX |
Maxim Short Duration Bond Fund |
| SHORT GOVERNMENT |
VFISX |
Maxim US Government Securities Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for Mid Ohio Oncology Hematology Inc Retirement 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.
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.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
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 (%)
|
Mid Ohio Onco... Moderate
|
0.03 |
21.20 |
2.22 |
6.05 |
5.34 |
5.29 |
6.22 |
7.05 |
NA |
7.12 |
14.31 |
-15.83 |
8.93 |
12.46 |
11.55 |
-1.14 |
5.93 |
9.84 |
0.03 |
1.67 |
17.00 |
0.02 |
-0.17 |
6.14 |
9.22 |
1.09 |
12.54 |
12.52 |
4.97 |
11.59 |
18.50 |
7.73 |
8.22 |
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)
|
0.78 |
36.15 |
11.75 |
15.91 |
13.27 |
14.01 |
10.60 |
8.75 |
NA |
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)
|
0.81 |
23.52 |
4.14 |
7.43 |
6.41 |
7.28 |
6.30 |
5.90 |
NA |
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
|
Mid Ohio Onco... Moderate
|
NA |
0.13 |
-0.25 |
0.24 |
0.41 |
NA |
NA |
0.71 |
NA |
0.06 |
1.17 |
-1.67 |
0.81 |
1.34 |
2.12 |
-0.30 |
0.84 |
2.04 |
0.00 |
0.22 |
2.18 |
0.00 |
-0.02 |
0.53 |
1.22 |
0.05 |
1.01 |
1.37 |
0.45 |
1.46 |
3.06 |
2.38 |
1.75 |
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 |
0.52 |
0.92 |
0.81 |
0.66 |
NA |
NA |
0.45 |
0.47 |
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 |
0.56 |
0.73 |
0.52 |
0.49 |
NA |
NA |
0.51 |
0.85 |
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(%)
|
Mid Ohio Onco... Moderate
|
NA |
10.07 |
9.73 |
9.84 |
8.14 |
NA |
NA |
7.55 |
NA |
10.12 |
8.59 |
10.30 |
10.94 |
9.13 |
4.78 |
8.27 |
6.27 |
4.71 |
5.12 |
7.63 |
7.77 |
6.08 |
8.52 |
11.38 |
7.46 |
3.30 |
9.44 |
6.77 |
6.21 |
7.30 |
5.83 |
2.78 |
3.37 |
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 |
19.81 |
17.18 |
17.40 |
18.47 |
NA |
NA |
18.10 |
23.67 |
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 |
10.51 |
10.10 |
10.07 |
10.41 |
NA |
NA |
11.48 |
12.15 |
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(%)
|
Mid Ohio Onco... Moderate
|
NA |
7.33 |
17.18 |
20.38 |
20.38 |
NA |
NA |
20.38 |
NA |
7.33 |
6.81 |
16.81 |
6.85 |
9.59 |
2.15 |
7.95 |
6.40 |
3.95 |
3.84 |
7.79 |
4.57 |
6.45 |
8.07 |
9.83 |
4.53 |
4.47 |
7.37 |
7.98 |
4.34 |
7.16 |
3.14 |
1.32 |
2.09 |
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 |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
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 |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
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(%)
|
Mid Ohio Onco... Moderate
|
NA |
4.64 |
4.88 |
4.43 |
3.49 |
NA |
NA |
3.55 |
NA |
0.06 |
5.30 |
3.99 |
5.59 |
3.77 |
4.19 |
2.29 |
0.00 |
4.79 |
3.42 |
2.13 |
3.15 |
1.80 |
0.99 |
0.82 |
3.18 |
3.34 |
6.09 |
5.64 |
3.73 |
2.86 |
2.98 |
5.03 |
6.53 |
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 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 09/30/2024, AR inception is 12/31/2000
