OREILLY MEDIA INC. 401K PLAN
Investment Model Portfolios
Total Available Funds: 31
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE VALUE |
RMFGX |
American Funds American Mutual R6 Large Cap Funds |
| SMALL VALUE |
DFFVX |
DFA US Targeted Value I Small Cap Funds |
| LARGE BLEND |
FUSEX |
Fidelity Spartan 500 Index Inv |
| MID-CAP BLEND |
FSEMX |
Fidelity Spartan Extended Market Index Mid Cap Funds |
| MID-CAP VALUE |
FLMVX |
JP Morgan Mid Cap Value - Instl |
| LARGE GROWTH |
JLGMX |
JPMorgan Large Cap Growth R6 Large Cap Funds |
| Mid-Cap Growth |
POAGX |
PRIMECAP Odyssey Aggressive Growth Mid Cap Funds |
| Small Growth |
PRNHX |
T. Rowe Price New Horizon |
| SMALL BLEND |
VSISX |
Vanguard Small Cap Index Signal Small Cap Funds |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
REREX |
,American Funds EuroPacific Growth R4 International Funds |
| WORLD STOCK |
RLLGX |
American Funds SMALLCAP World R6 |
| Foreign Small/Mid Value |
DISVX |
DFA International Small Cap Value I |
| Foreign Large Value |
MINHX |
MFS International Value R4 |
| Foreign Large Blend |
VTSGX |
Vanguard Total Intl Stock Index Signal International Funds |
|
| Others |
|
|
| Target Date 2000-2010 |
RFTTX |
American Funds Trgt Date Ret 2010 R6 Asset Allocation |
| Target Date 2011-2015 |
RFJTX |
American Funds Trgt Date Ret 2015 R6 Asset Allocation |
| Target Date 2016-2020 |
RRCTX |
American Funds Trgt Date Ret 2020 R6 Asset Allocation |
| Target Date 2021-2025 |
RFDTX |
American Funds Trgt Date Ret 2025 R6 Asset Allocation |
| Target Date 2026-2030 |
RFETX |
American Funds Trgt Date Ret 2030 R6 Asset Allocation |
| Target Date 2031-2035 |
RFFTX |
American Funds Trgt Date Ret 2035 R6 Asset Allocation |
| Target Date 2036-2040 |
RFGTX |
American Funds Trgt Date Ret 2040 R6 Asset Allocation |
| Target Date 2041-2045 |
RFHTX |
American Funds Trgt Date Ret 2045 R6 Asset Allocation |
| Target Date 2046-2050 |
RFITX |
American Funds Trgt Date Ret 2050 R6 Asset Allocation |
| Target Date 2051+ |
RFKTX |
,American Funds Trgt Date Ret 2055 R6 Asset Allocation |
| not found |
no ticker |
Guaranteed Portfolio Fund Fixed |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
DFEMX |
DFA Emerging Markets I |
|
| FIXED INCOME |
|
|
| Inflation-Protected Bond |
DIPSX |
DFA Inflation-Protected Securities I Bond Funds |
| High Yield Bond |
FAGIX |
Fidelity Capital & Income Bond Funds |
| Multisector Bond |
LSBDX |
Loomis Sayles Bond Fund Inst |
| Intermediate-Term Bond |
PTRAX |
PIMCO Total Return Admin |
| Intermediate-Term Bond |
VBTSX |
Vanguard Total Bond Market Index Signal Bond Funds |
|
The following is a moderate-risk model portfolio constructed from the investment options of OREILLY MEDIA INC. 401K 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 OREILLY MEDIA INC. 401K PLAN
