LLNS 401K RETIREMENT PLAN
Investment Model Portfolios
Total Available Funds: 17
| Asset Class |
Ticker
| Description |
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
FDIVX |
Fidelity Investment Trust: Fidelity Diversified International Fund |
|
| Others |
|
|
| Target Date 2000-2010 |
VTENX |
Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares |
| Target Date 2016-2020 |
VTWNX |
Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares |
| Target Date 2046-2050 |
VFIFX |
Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares |
| Target Date 2036-2040 |
VFORX |
Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares |
| Target Date 2026-2030 |
VTHRX |
Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares |
| Moderate Allocation |
FBALX |
Fidelity Puritan Trust: Fidelity Balanced Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
PIMCO Funds: Total Return Fund; Institutional Class Shares |
| Inflation-Protected Bond |
FSIQX |
Fidelity Salem Street Trust: Spartan Inflation-Protected Bond Index Fd; Investor Class Shares |
|
| US EQUITY |
|
|
| LARGE BLEND |
FUSEX |
Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares |
| LARGE VALUE |
AADEX |
American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares |
| LARGE GROWTH |
FDGRX |
Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund |
| Small Growth |
BSFIX |
Baron Investment Funds Trust: Baron Small Cap Fund; Institutional Class Shares |
| LARGE GROWTH |
FGCKX |
Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class K Shares |
| LARGE GROWTH |
FCNTX |
Fidelity Contrafund |
| SMALL BLEND |
SMVDX |
Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Administrator Class Shares |
| Small Growth |
BSCFX |
Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares |
|
The following is a moderate-risk model portfolio constructed from the investment options of LLNS 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 LLNS 401K RETIREMENT PLAN
