Ohio Public Employees Deferred Compensation
Investment Model Portfolios

This plan is a deferred compensation program for Ohio public employees.

Plan investment options

Total Available Funds: 16
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth 0.45%
Foreign Large Value TEMFX Templeton Foreign A 0.85%
Foreign Large Blend VGTSX Vanguard total Intl Stock 0.08%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 0.42%
ROOT CASH Money Market NA
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond 0.15%
Intermediate-Term Bond PTRAX PIMCO Total Return 0.8%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 0.55%
LARGE VALUE DODGX Dodge & Cox Stock 0.52%
LARGE GROWTH VHCAX Vanguard Capital Opportunity 0.43%
LARGE GROWTH FDGRX Fidelity Growth 0.79%
SMALL BLEND VSCIX Vanguard Small Cap Index 0.05%
LARGE BLEND VINIX vanguard Inst Index 0.02%
LARGE GROWTH FMAGX Fidelity Magellan 0.52%
MID-CAP VALUE FPPTX FPA Capital 0.92%
LARGE GROWTH JAVLX Janus Twenty 0.94%
Average Expense Ratio: 0.5%

The following is a moderate-risk model portfolio constructed from the investment options of Ohio Public Employees Deferred Compensation.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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