ASTELLAS US RETIREMENT AND SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 20
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Target Date 2031-2035 |
SRJZX |
JPMorgan Trust I: JPMorgan SmartRetirement 2035 Fund; Class R2 Shares |
| ROOT |
JRBEX |
JPMorgan Trust I: JPMorgan SmartRetirement Blend 2030 Fund; Select Class Shares |
| Target Date 2021-2025 |
JNSAX |
JPMorgan Trust I: JPMorgan SmartRetirement 2025 Fund; Class A Shares |
| Target Date 2011-2015 |
JSFAX |
JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Class A Shares |
| Target Date 2046-2050 |
JTSZX |
JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Class R2 Shares |
| Target Date 2026-2030 |
JSMSX |
JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Select Class Shares |
| Target Date 2031-2035 |
SRJIX |
JPMorgan Trust I: JPMorgan SmartRetirement 2035 Fund; Institutional Class Shares |
| Target Date 2016-2020 |
JTTIX |
JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Institutional Class Shares |
| Target Date 2041-2045 |
JSASX |
JPMorgan Trust I: JPMorgan SmartRetirement 2045 Fund; Select Class Shares |
| Target Date 2026-2030 |
JSMIX |
JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Institutional Class Shares |
| Target Date 2036-2040 |
SMTSX |
JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Select Class Shares |
| Target Date 2000-2010 |
JSWZX |
JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Class R2 Shares |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
PIMCO Funds: Total Return Fund; Institutional Class Shares |
|
| US EQUITY |
|
|
| Mid-Cap Growth |
TWVIX |
American Century Mutual Funds |
| LARGE GROWTH |
TRBCX |
T Rowe Price Blue Chip Growth Fund |
| LARGE VALUE |
ALVSX |
American Century Capital Portfolios |
| LARGE BLEND |
WFSPX |
BlackRock Funds III: BlackRock S&P 500 Stock Fund |
| SMALL BLEND |
RPMIX |
Royce Fund: Royce Pennsylvania Mutual Fund; Institutional Class Shares |
| SMALL BLEND |
ASCQX |
American Century Quantitative Equity Funds |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
AEPGX |
EuroPacific Growth Fund; Class A Shares |
|
The following is a moderate-risk model portfolio constructed from the investment options of ASTELLAS US RETIREMENT AND 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
