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Southern California Permanente Medical Group Keogh
Investment Model Portfolios

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Investment options of Southern California Permanente Medical Group Keogh

Total Available Funds: 18
Asset Class Ticker Description
Others
ROOT CASH Interest income fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth fund
Conservative Allocation VASIX Vanguard LifeStrategy income fund
Moderate Allocation VWENX Vanguard Wellington Adm
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth fund
Aggressive Allocation VASGX Vanguard LifeStrategy Growth fund
FIXED INCOME
Intermediate-Term Bond SDFIX Standish Mellon fixed income fund
US EQUITY
LARGE BLEND not found BTS US Equity Market Index fund
LARGE GROWTH JACAX Janus Aspen Fortv Portfolio
LARGE GROWTH VHCAX Vanguard Capital Opportunity fund
LARGE GROWTH VFTNX Vanguard FTSE Social index fund institutional
MID-CAP VALUE BPMIX Robeco Boston Partners Small/Mid-Cap Value fund
MID-CAP BLEND DFQTX DFA US Core Equity2 l
SMALL BLEND KSCIX Keeley Small Cap Value I
Small Growth VISGX Driehaus Small Cap Growth fund
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Captial World G/I R6
Foreign Large Value DODFX Dodge and Cox International Stock fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International fund

Investment model portfolios

We provide two types of investment model portfolios for Southern California Permanente Medical Group Keogh 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Southern California Permanente Medical Group Keogh Strategic Asset Allocation - Optimal Moderate NA 22.30% 6.45% 9.92% 7.49% 8.67% 7.64% 7.97%
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

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
Southern California Permanente Medical Group Keogh Tactical Asset Allocation Moderate NA 29.32% 3.24% 8.32% 6.41% 7.42% 7.57% 7.95%
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