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Robert Wood Johnson University Hospital 403b Plan
Investment Model Portfolios

This plan is created upon a user's request. 

Investment options of Robert Wood Johnson University Hospital 403b Plan

Total Available Funds: 25
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT FSUAX Franklin Limited Maturity US Govt Adv
Intermediate Government PGVZX Prudential Government Income Z
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Others
Moderate Allocation ACEIX Van Kampen Equity and Income A
Moderate Allocation MSFJX MFS Total Return R4
Financial DVFYX Davis Financial Y
Health ETHSX Eaton Vance Worldwide Health Sci A
Technology DRGTX Allianz RCM Technology Instl
Technology SLMCX Seligman Communications & Information A
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual R5
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
LARGE BLEND DNVYX Davis NY Venture Y
LARGE BLEND EIUTX Eaton Vance Dividend Builder I
LARGE BLEND MIGYX Oppenheimer Main Street Y
LARGE BLEND PJGZX Prudential Jennison Equity Opp Z
LARGE BLEND PSIFX Prudential Stock Index Z
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
LARGE GROWTH PJFZX Prudential Jennison Growth Z
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
Mid-Cap Growth AMGAX Alger MidCap Growth A
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
Small Growth SBPYX Legg Mason ClearBridge Small Cap Gr I
INTERNATIONAL EQUITY
WORLD STOCK TGADX Templeton Growth Adv
WORLD STOCK AGTIX AllianceBern Global Thematic Gr I
Foreign Large Blend RERFX American Funds EuroPacific Gr R5

Investment model portfolios

We provide two types of investment model portfolios for Robert Wood Johnson University Hospital 403b Plan 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
Robert Wood Johnson University Hospital 403b Plan Tactical Asset Allocation Moderate NA 27.21% 0.99% 3.73% 4.59% 5.40% 6.36% 6.92%
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

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