CITY OF HOPE MEDICAL GROUP INC. 401K RETIREMENT PLAN
Investment Model Portfolios
Total Available Funds: 20
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE VALUE |
RWMEX |
Washington Mutual Investors Fund; Class R-4 Shares |
| LARGE BLEND |
ANCFX |
Fundamental Investors |
| LARGE VALUE |
AWSHX |
Washington Mutual Investors Fund; Class A Shares |
| LARGE VALUE |
AMRMX |
American Mutual Fund; Class A Shares |
| LARGE BLEND |
RFNEX |
Fundamental Investors |
| LARGE GROWTH |
RGAEX |
Growth Fund of America |
|
| INTERNATIONAL EQUITY |
|
|
| WORLD STOCK |
RNPEX |
New Perspective Fund; Class R-4 Shares |
| WORLD STOCK |
ANWPX |
New Perspective Fund; Class A Shares |
| WORLD STOCK |
SMCWX |
SMALLCAP World Fund |
| WORLD STOCK |
RSLEX |
SMALLCAP World Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
RBFEX |
Bond Fund of America; R-4 |
| Intermediate-Term Bond |
ABNDX |
Bond Fund of America; A |
|
| Others |
|
|
| Target Date 2021-2025 |
RDDTX |
American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class R-4 Shs |
| Target Date 2011-2015 |
RDBTX |
American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class R-4 Shs |
| Target Date 2000-2010 |
AAATX |
American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class A Shares |
| Target Date 2000-2010 |
RDATX |
American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class R-4 Shs |
| Target Date 2011-2015 |
AABTX |
American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares |
| Target Date 2021-2025 |
AADTX |
American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class A Shares |
| Target Date 2016-2020 |
AACTX |
American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class A Shares |
| Target Date 2016-2020 |
RDCTX |
American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class R-4 Shs |
|
The following is a moderate-risk model portfolio constructed from the investment options of CITY OF HOPE MEDICAL GROUP INC. 401K RETIREMENT 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 CITY OF HOPE MEDICAL GROUP INC. 401K RETIREMENT PLAN
