NATURE CONSERVANCY SAVINGS and RETIREMENT PLAN
Investment Model Portfolios
Total Available Funds: 39
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE BLEND |
NBPIX |
NB LG CAP VAL INST |
MID-CAP BLEND |
FLPKX |
FID LOW PRICED STK K |
SMALL VALUE |
JSCOX |
PERKINS SMCP VALUE I |
Mid-Cap Growth |
FKMCX |
FID MID CAP STOCK K |
SMALL BLEND |
RLPIX |
ROYCE LOW PR STK IS |
LARGE GROWTH |
NBSLX |
NB SOCIALLY RESP I |
Small Growth |
ORIGX |
PIONEER O R SMCPGR A |
LARGE VALUE |
ACIIX |
AM CENT EQ INC INST |
LARGE GROWTH |
MGRIX |
MARSICO GROWTH |
LARGE GROWTH |
FCNKX |
FID CONTRAFUND K |
LARGE BLEND |
DNVYX |
DAVIS NY VENTURE Y |
MID-CAP VALUE |
SAMVX |
RDGWTH MID CAP VAL A |
LARGE GROWTH |
CEYIX |
CALVERT EQUITY I |
MID-CAP BLEND |
FSEVX |
SPTN EXT MKT IDX ADV |
LARGE BLEND |
FXSIX |
SPTN 500 INDEX INST |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
FBNDX |
FID INVST GR BD |
Intermediate Government |
FSTGX |
FID INTM GOVT INCOME |
Intermediate-Term Bond |
FSITX |
SPTN US BOND IDX ADV |
|
Others |
|
|
Target Date 2016-2020 |
FFKDX |
FID FREEDOM K 2020 |
Target Date 2036-2040 |
FFKFX |
FID FREEDOM K 2040 |
Target Date 2046-2050 |
FFKHX |
FID FREEDOM K 2050 |
Target Date 2011-2015 |
FKVFX |
FID FREEDOM K 2015 |
Target Date 2021-2025 |
FKTWX |
FID FREEDOM K 2025 |
Target Date 2000-2010 |
FFKCX |
FID FREEDOM K 2010 |
Retirement Income |
FFKAX |
FID FREEDOM K INCOME |
Target Date 2026-2030 |
FFKEX |
FID FREEDOM K 2030 |
Target Date 2041-2045 |
FFKGX |
FID FREEDOM K 2045 |
Moderate Allocation |
OAKBX |
OAKMARK EQ & INC I |
Target Date 2000-2010 |
FFKVX |
FID FREEDOM K 2005 |
Target Date 2050+ |
FDENX |
FID FREEDOM K 2055 |
Target Date 2000-2010 |
FFKBX |
FID FREEDOM K 2000 |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
FSIVX |
SPTN INTL INDEX ADV |
Foreign Large Blend |
CWVIX |
CALVERT INTL EQ I |
Foreign Large Blend |
DODFX |
DODGE & COX INTL STK |
Foreign Large Growth |
JIGFX |
JANUS OVERSEAS I |
WORLD STOCK |
MDISX |
MUTUAL GLB DISCVRY Z |
Foreign Small/Mid Blend |
SGOIX |
1ST EAGLE OVERSEAS I |
|
REAL ESTATE |
|
|
REAL ESTATE |
CSRSX |
COHEN & STEERS RLTY |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
ODMAX |
OPPHMR DEV MKTS A |
|
The following is a moderate-risk model portfolio constructed from the investment options of NATURE CONSERVANCY SAVINGS and 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