Commercial Data Systems 401K Hartford
Investment Model Portfolios

 

Effectively next month (7/2011), the original Commercial Data Systems 401K plan will be changed to this plan based on a user’s info:

We are moving our 401k at Commercial Data Systems to The Hartford from John Hancock effective for the 1st of net month.

Investment options of Commercial Data Systems 401K Hartford

Total Available Funds: 38
Asset Class Ticker Description
Others
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A
Natural Resources IGNYX Ivy Global Natural Resources Y
Technology WSTYX Ivy Science & Technology Y
Utilities MMUHX MFS Utilities R3
Moderate Allocation FGTIX Franklin Templeton Growth Target A
Conservative Allocation FTCIX Franklin Templeton Cnsrv Target A
Moderate Allocation FMTIX Franklin Templeton Moderate Target A
Retirement Income JSRAX JPMorgan SmartRetirement Income A
Target Date 2000-2010 JSWAX JPMorgan SmartRetirement 2010 A
Target Date 2011-2015 JSFAX JPMorgan SmartRetirement 2015 A
Target Date 2016-2020 JTTAX JPMorgan SmartRetirement 2020 A
Target Date 2021-2025 JNSAX JPMorgan SmartRetirement 2025 A
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 A
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 A
Target Date 2036-2040 SMTAX JPMorgan SmartRetirement 2040 A
Target Date 2041-2045 JSAAX JSAAX
Target Date 2050+ JTSAX JTSAX
World Allocation MDLOX BlackRock Global Allocation A
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend THVRX Thornburg International Value R4
WORLD STOCK TEDIX Mutual Global Discovery A
US EQUITY
SMALL BLEND FMDAX First American Small Cap Index A
SMALL BLEND SASVX RidgeWorth Small Cap Value Equity A
Small Growth LAGWX Lord Abbett Developing Growth A
MID-CAP BLEND FDXAX First American Mid Cap Index A
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A
MID-CAP VALUE ACLAX American Century Mid Cap Value Adv
LARGE BLEND HBIDX Hartford Index HLS IB
LARGE BLEND LDFVX Lord Abbett Fundamental Equity A
LARGE GROWTH PTWAX Jennison 20/20 Focus A
LARGE VALUE TWEAX American Century Equity Income A
FIXED INCOME
High Yield Bond PHYIX Putnam High Yield Advantage A
Inflation-Protected Bond PRTNX PIMCO Real Return A
Intermediate-Term Bond PTTAX PIMCO Total Return A
Multisector Bond FRSTX Franklin Strategic Income A
WORLD BOND TPINX Templeton Global Bond A
SHORT GOVERNMENT STABLEVALUE STABLEVALUE

Investment model portfolios

We provide two types of investment model portfolios for Commercial Data Systems 401K Hartford 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 Common Inception
Commercial Data Systems 401K Hartford Tactical Asset Allocation Moderate NA 25.51% 8.84% 10.12% 5.27% 6.39% 8.58% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% … …
Data as of 10/31/2024, Common starting date is 12/31/2000

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