Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) ING Plan
Investment Model Portfolios

Kansas Board of Regents Voluntary Tax Defferred Plan (TDA) has two plan providers: ING and TIAA-CREF. This plan is suitable to faculties and staff at the University of Kansas and other state univerisities. The investment choices are based on the information provided by this web page.

Total Available Funds: 106
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond ISCFX ING Fixed Account
WORLD BOND ISCPX ING Fixed Plus Account II
High Yield Bond IPHYX ING PIMCO High Yield Portfolio,Class S
Intermediate-Term Bond IPTSX ING PIMCO Total Return Portfolio - Service Class
Intermediate-Term Bond IPIIX ING VP Intermediate Bond Portfolio
Multisector Bond IOSIX ING Oppenheimer Strategic Income Portfolio- Initial Class
Inflation-Protected Bond PRRIX PIMCO VIT Real Return Portfolio
High Yield Bond IPHSX Pioneer High Yield VCT Portfolio
WORLD BOND TGBAX Templeton Global Bond Fund
High Yield Bond IPHIX ING Pioneer High Yield Portfolio,Initial Class
Multisector Bond IOSSX ING VP Strategic Allocation Income Portfolio
Multisector Bond IOSSX ING OpCap Balanced Value Portfolio - Service Class
US EQUITY
Mid-Cap Growth CCPIX ING Guaranteed Accumulation Account
LARGE BLEND ISAGX ING VP Strategic Allocation Growth Portfolio
LARGE BLEND VTSMX AIM V.I. Core Equity Fund - Series I Shares
LARGE VALUE VPESX Fidelity VIP Equity-Income Portfolio
LARGE BLEND ISCSX ING Davis New York Venture Value,Service Class
LARGE VALUE IVGSX ING Van Kampen Growth and Income Portfolio Service Class
LARGE BLEND IOMIX ING Oppenheimer Main Street Portfolio,Service Class
LARGE VALUE ALVSX ING American Century Large Company Value Portfolio - Service Class
LARGE VALUE ITEIX ING T. Rowe Price Equity Income Portfolio,Service Class
LARGE VALUE IVKSX ING Van Kampen Comstock Portfolio - Service Class
LARGE BLEND IIVGX ING VP Growth and Income Portfolio,Class I
LARGE BLEND IPLIX ING VP Index Plus LargeCap Portfolio,Class I
LARGE VALUE ISLIX ING Lord Abbett Affiliated Portfolio,Institutional Class
LARGE VALUE IPEIX ING Pioneer Equity-Income Portfolio - Class I
LARGE GROWTH PIGFX ING Pioneer Fund Portfolio - Class I
LARGE BLEND INBSX ING Neuberger Berman Partners Portfolio,Service Class
LARGE VALUE IJVSX ING JP Morgan Value Opportunities Portfolio,Service Class
Mid-Cap Growth ACDVX AIM V.I. Capital Appreciation Fund +
LARGE GROWTH VPCSX Fidelity VIP Contrafund Portfolio
LARGE GROWTH VPGSX Fidelity VIP Growth Portfolio
LARGE GROWTH IMLIX ING Blackrock Large Cap Growth Portfolio,Institutional Class
LARGE GROWTH IVKEX ING Van Kampen Large Cap Growth Portfolio
LARGE GROWTH LSIFX ING Legg Mason Partners Aggressive Growth Portfolio
LARGE GROWTH IMGSX ING Marsico Growth Portfolio Service Class
LARGE BLEND IMOIX ING Thornburg Value Portfolio
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity Portfolio
LARGE BLEND IMRIX ING UBS U.S. Large Cap Equity Portfolio
LARGE GROWTH RGAEX The Growth Fund of America
LARGE BLEND NBSRX Neuberger Berman Socially Responsive Fund- Trust Class
SMALL VALUE ESPIX Evergreen Special Values Fund
SMALL VALUE FVADX FTVIP Franklin Small Cap Value Securities Fund - Class 2
SMALL VALUE ACVIX ING American Century Small-Mid Cap Value Portfolio - Service Class
Mid-Cap Growth IABIX ING AllianceBernstein Mid Cap Growth Portfolio Service Class
Mid-Cap Growth IFDTX ING FMR Diversified Mid Cap Portfolio Service Class
SMALL BLEND IJSSX ING JPMorgan Small Cap Equity Service Class
Mid-Cap Growth IAXAX ING T. Rowe Price Diversified Mid Cap Growth Portfolio - Initial Class
LARGE BLEND MIGYX Oppenheimer Main Street Small Cap/VA
Small Growth IBSSX ING Baron Small Cap Growth Portfolio - Service Class
MID-CAP VALUE IJMSX ING JPMorgan Mid Cap Value Portfolio - Service Class
MID-CAP BLEND IPMIX ING VP Index Plus MidCap Portfolio
SMALL BLEND IPSIX ING VP Index Plus SmallCap Portfolio
Mid-Cap Growth IIMOX ING VP MidCap Opportunities Portfolio
SMALL BLEND IVCSX ING VP Small Company Portfolio
Small Growth IVSOX ING VP SmallCap Opportunities Portfolio
MID-CAP VALUE LMCYX Lord Abbett Series Fund,Mid-Cap Value Portfolio,Class VC Shares
MID-CAP VALUE IPVSX ING Pioneer Mid-Cap Value Portfolio - Class I
Mid-Cap Growth WATWX Wanger Select
MID-CAP VALUE LZMIX Lazard Mid Cap Portfolio - Open Shares
LARGE BLEND IOMIX Premier VIT OpCap Mid Cap Portfolio
Mid-Cap Growth IBSBX ING Baron Asset Portfolio - Service Class
SMALL BLEND IWSSX ING Wells Fargo Disciplined Value Portfolio - Service Class
Small Growth BNSCX ING UBS U.S. Small Cap Growth Portfolio - Serv Class
SMALL VALUE ICSSX ING Columbia Small Cap Value II Portfolio - Service Class
SMALL BLEND IWSSX ING Wells Fargo Small Cap Disciplined Portfolio - Serv Class
Others
ROOT CASH ING VP Money Market Portfolio
Target Date 2011-2015 ISOSX ING Solution 2015 Portfolio Service Class
Target Date 2021-2025 ISZSX ING Solution 2025 Portfolio Service Class
Target Date 2031-2035 ISQSX ING Solution 2035 Portfolio Service Class
Target Date 2041-2045 ISRSX ING Solution 2045 Portfolio Service Class
Retirement Income ISKSX ING Solution Income Portfolio
Moderate Allocation IBPIX ING VP Strategic Allocation Balanced Portfolio
Moderate Allocation CSIFX Calvert Social Balanced Portfolio
Moderate Allocation IMSRX ING MFS Total Return Portfolio - Service Class
Moderate Allocation PRWCX ING T. Rowe Price Capital Appreciation Portfolio Service Class
Moderate Allocation IBPIX ING VP Balanced Portfolio
Moderate Allocation ACETX ING Van Kampen Equity and Income Portfolio,Initial Class
Moderate Allocation PAXIX Pax World Balanced Fund
EQUITY WM Washington Mutual Investors Fund SM
ROOT ILVSX ING Legg Mason Value Portfolio,Service Class
Health IEHSX ING Evergreen Health Sciences Portfolio Class S
Utilities IMUSX ING MFS Utilities Portfolio Service Class
Technology ATEIX ING VP Global Science and Technology Portfolio
Natural Resources IGRSX ING Global Resources Portfolio - Service Class
ROOT CASH Money Market
INTERNATIONAL EQUITY
Foreign Large Value IIVIX ING VP Value Opportunity Portfolio
Foreign Large Blend IVPPX ING VP Financial Services Portfolio
FOREIGN SMALL/MID GROWTH WSCAX Wanger U.S. Smaller Companies
Foreign Large Blend REREX EuroPacific Growth Fund
Foreign Large Blend FOSFX Fidelity VIP Overseas Portfolio
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio - Initial Class
Foreign Large Value JIESX ING JPMorgan International Portfolio
Foreign Large Growth MIOFX ING Marsico International Opportunities Portfolio Service Class
Foreign Large Blend IJBSX ING Julius Baer Foreign Portfolio
Foreign Large Blend IVPPX ING VP Index Plus International Equity Portfolio,Service Class
Foreign Large Blend IVPPX ING VP Index Plus International Equity Portfolio,Institutional Class
Foreign Large Value IIVIX ING VP International Value Portfolio
WORLD STOCK RNPFX New Perspective Fund
Foreign Large Value IFTSX ING Templeton Foreign Equity Portfolio - Service Class
FOREIGN SMALL/MID GROWTH WSCAX Wanger International Small Cap VIT Portfolio
REAL ESTATE
REAL ESTATE CLARX ING VP Real Estate Portfolio
REAL ESTATE IVRSX ING Van Kampen Real Estate Portfolio - Service Class
Emerging Market
DIVERSIFIED EMERGING MKTS IJPIX ING JPMorgan Emerging Markets Equity Portfolio Serivce Class
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund,Class A
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT Portfolio - Class I

The following is a moderate-risk model portfolio constructed from the investment options of Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) ING Plan.

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


Click here for more plan details and features ►