Select Page

MYHRE Global University Investments Profit Sharing & 401(k) Hartford
Investment Model Portfolios

This plan is created based on a user's request. We are waiting for his email to change the name of the plan.

Investment options of MYHRE Global University Investments Profit Sharing & 401(k) Hartford

Total Available Funds: 24
Asset Class Ticker Description
FIXED INCOME
High Yield Bond PHDRX Putnam High Yield Advantage R
Intermediate Government MGVSX MFS Government Securities R2
WORLD BOND OIBNX Oppenheimer International Bond N
Intermediate-Term Bond PTRRX Pimco Total Return R
US EQUITY
SMALL BLEND SASVX Ridgeworth Small Cap Value A
Small Growth IHSUX The Hartford Small Company R3
Mid-Cap Growth AVTRX American Century Vista R
LARGE GROWTH RGAFX American Funds Europac Growth R1
LARGE GROWTH RGAAX American Funds Growth Fund of Amer R1
LARGE BLEND ISFIX Davis New York Venture R
MID-CAP BLEND SMBYX Legg Mason Clearbridge Mid Cap Core R
LARGE VALUE MVRRX MFS Value R2
SMALL VALUE GOGFX Victory Small Company Opportunity R
MID-CAP BLEND VSVGX Victory Special Value R
Emerging Market
DIVERSIFIED EMERGING MKTS PEMRX Pioneer Emerging Markets R
Others
Retirement Income STLAX Balckrock Lifepath Retirement A
Target Date 2016-2020 LPRCX Blackrock Lifepath 2020 A
Target Date 2026-2030 LPRDX Blackrock Lifepath 2030 A
Target Date 2036-2040 LPREX Blackrock Lifepath 2040 A
Target Date 2050+ LPRFX Blackrock Lifepath 2050 A
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth R
WORLD STOCK OGLNX Oppenheimer Global N
Foreign Large Value TEFRX Templeton Foreign R
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate R

Investment model portfolios

We provide two types of investment model portfolios for MYHRE Global University Investments Profit Sharing & 401(k) 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 Inception
MYHRE Global University Investments Profit Sharing & 401(k) Hartford Tactical Asset Allocation Moderate NA 20.31% 2.58% 8.40% 7.96% 7.87% 9.67% 9.24%
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

Click here for more plan details and features ►