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Norwalk Radiology Center 401K
Investment Model Portfolios

This plan is created upon a user's request.

Investment options of Norwalk Radiology Center 401K

Total Available Funds: 24
Asset Class Ticker Description
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Moderate Allocation OARBX Oakmark Equity & Income II
Utilities PRUAX Jennison Utility A
unknow unknow CLAGX
FIXED INCOME
Intermediate Government RGVGX American Funds US Government Sec R6
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond CPHYX Principal High Yield A
WORLD BOND OIBAX Oppenheimer International Bond A
Short-Term Bond WLTYX Ivy Limited-Term Bond Y
US EQUITY
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
SMALL BLEND RSPFX RS Partners A
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value A
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE VALUE JIVAX JPMorgan Intrepid Value A
LARGE GROWTH JARTX Janus Forty S
LARGE VALUE CVFCX Pioneer Cullen Value A
LARGE GROWTH PTWAX Jennison 20/20 Focus A
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value A
Small Growth FKASX Federated Kaufmann Small Cap A
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate A
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Blend TGVIX Thornburg International Value I
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open

Investment model portfolios

We provide two types of investment model portfolios for Norwalk Radiology Center 401K 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
Norwalk Radiology Center 401K Tactical Asset Allocation Moderate NA 11.11% 7.32% 6.04% 5.36% 6.58% 8.79% 9.18%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 27.75% 20.39% 17.83% 16.04% 10.34% 9.22% 8.63%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.11% 11.43% 9.74% 8.25% 5.99% 6.46% 6.24%
Data as of 11/30/2021, AR inception is 12/31/2000

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