U.S. BANK 401(k) SAVINGS PLAN
Investment Model Portfolios
The symbol of the complany is USB.
Total Available Funds: 25
| Asset Class |
Ticker
| Description |
| Others |
|
|
| ROOT |
CASH |
First American Funds, Inc. Prime Obligations Fund |
| Moderate Allocation |
FSKYX |
First American Strategy Funds, Inc. Strategy Balanced Allocation Fund |
| Moderate Allocation |
FSGYX |
First American Strategy Funds, Inc. Strategy Growth Allocation Fund |
| Conservative Allocation |
FSFYX |
First American Strategy Funds, Inc. Strategy Conservative Allocation Fund |
| Retirement Income |
TRRIX |
T. Rowe Price Retirement Funds, Inc. Retirement Income Fund |
| Target Date 2000-2010 |
TRRAX |
T. Rowe Price Retirement Funds, Inc. Retirement 2010 Fund |
| Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement Funds, Inc. Retirement 2020 Fund |
| Target Date 2026-2030 |
TRRCX |
T. Rowe Price Retirement Funds, Inc. Retirement 2030 Fund |
| Target Date 2036-2040 |
TRRDX |
T. Rowe Price Retirement Funds, Inc. Retirement 2040 Fund |
| Target Date 2050+ |
TRRMX |
T. Rowe Price Retirement Funds, Inc. Retirement 2050 Fund |
|
| FIXED INCOME |
|
|
| Intermediate Government |
FYGYX |
First American Investment Funds, Inc Intermediate Government Bond Fund |
| Intermediate-Term Bond |
PTTRX |
PIMCO Funds Total Return Fund |
|
| US EQUITY |
|
|
| LARGE GROWTH |
FIGWX |
First American Investment Funds, Inc Large Cap Growth Opportunity Fund |
| LARGE VALUE |
FSKIX |
First American Investment Funds, Inc Large Cap Value Fund |
| Mid-Cap Growth |
FMECX |
First American Investment Funds, Inc Mid Cap Growth Opportunity Fund |
| MID-CAP VALUE |
FSEIX |
First American Investment Funds, Inc Mid Cap Value Fund |
| Small Growth |
FIMPX |
First American Investment Funds, Inc Small Cap Growth Opportunity Fund |
| Small Growth |
ARSTX |
First American Investment Funds, Inc Small Cap Select Fund |
| SMALL BLEND |
FSCCX |
First American Investment Funds, Inc Small Cap Value Fund |
| LARGE BLEND |
FSASX |
First American Strategy Funds, Inc. Strategy Aggressive Growth Allocation Fund |
| LARGE VALUE |
HWLAX |
Hotchkis and Wiley Funds Large Cap Value Fund |
| LARGE GROWTH |
TGCEX |
TCW Funds, Inc. Select Equities Fund |
| SMALL BLEND |
STSVX |
The Dreyfus Corporation The Boston Co. Small Cap Value Fund |
| LARGE BLEND |
VINIX |
Vanguard Institutional Index Fund |
| Small Growth |
WBSIX |
William Blair Funds Small Cap Growth Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of U.S. BANK 401(k) SAVINGS 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
Retirement Plan (401(k)) Info for U.S. BANK 401(k) SAVINGS PLAN
