PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN
Investment Model Portfolios
Total Available Funds: 62
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE VALUE |
AADEX |
American Beacon Large Cap Value Fund Class Institutional |
LARGE GROWTH |
FCNKX |
FID CONTRAFUND K |
LARGE VALUE |
AADEX |
American Beacon Large Cap Value Fund Class Institutional |
LARGE GROWTH |
FCNKX |
FID CONTRAFUND K |
Mid-Cap Growth |
HAMGX |
Harbor Mid Cap Growth Fund Institutional Class |
MID-CAP VALUE |
FLMVX |
JPMorgan Mid Cap Value Fund Institutional Class |
SMALL VALUE |
VISVX |
LOOMIS SM CAP VAL I |
LARGE GROWTH |
MLAIX |
MainStay Large Cap Growth Fund Class I |
Mid-Cap Growth |
HAMGX |
Harbor Mid Cap Growth Fund Institutional Class |
Small Growth |
PJSQX |
Prudential Jennison Small Company Fund Class Q |
MID-CAP VALUE |
FLMVX |
JPMorgan Mid Cap Value Fund Institutional Class |
SMALL VALUE |
VISVX |
LOOMIS SM CAP VAL I |
LARGE GROWTH |
MLAIX |
MainStay Large Cap Growth Fund Class I |
Mid-Cap Growth |
SCSDX |
WFA COMMON STOCK IS |
LARGE BLEND |
FXSIX |
Spartan 500 Index Fund - Institutional Class |
Small Growth |
PJSQX |
Prudential Jennison Small Company Fund Class Q |
Mid-Cap Growth |
SCSDX |
WFA COMMON STOCK IS |
LARGE BLEND |
FXSIX |
Spartan 500 Index Fund - Institutional Class |
|
FIXED INCOME |
|
|
Inflation-Protected Bond |
BPRIX |
BlackRock Inflation Protected Bond Fund Institutional Shares |
Inflation-Protected Bond |
BPRIX |
BlackRock Inflation Protected Bond Fund Institutional Shares |
SHORT GOVERNMENT |
STABLEVALUE |
ING Stable Value Account |
Intermediate-Term Bond |
PTTRX |
PIM TOTAL RT INST |
SHORT GOVERNMENT |
STABLEVALUE |
ING Stable Value Account |
SHORT GOVERNMENT |
STABLEVALUE |
Wells Fargo Stable Return Portfolio—Class C |
Intermediate-Term Bond |
PTTRX |
PIM TOTAL RT INST |
Intermediate-Term Bond |
FXNAX |
Spartan U.S. Bond Index Fund - Institutional Class |
SHORT GOVERNMENT |
STABLEVALUE |
Wells Fargo Stable Return Portfolio—Class C |
Intermediate-Term Bond |
FXNAX |
Spartan U.S. Bond Index Fund - Institutional Class |
|
Others |
|
|
Target Date 2000-2010 |
FFKBX |
FID FREEDOM K 2000 |
Target Date 2000-2010 |
FFKVX |
FID FREEDOM K 2005 |
Target Date 2000-2010 |
FFKCX |
FID FREEDOM K 2010 |
Target Date 2011-2015 |
FKVFX |
FID FREEDOM K 2015 |
Target Date 2016-2020 |
FFKDX |
FID FREEDOM K 2020 |
Target Date 2021-2025 |
FKTWX |
FID FREEDOM K 2025 |
Target Date 2026-2030 |
FFKEX |
FID FREEDOM K 2030 |
Target Date 2000-2010 |
FFKBX |
FID FREEDOM K 2000 |
Target Date 2031-2035 |
FKTHX |
FID FREEDOM K 2035 |
Target Date 2000-2010 |
FFKVX |
FID FREEDOM K 2005 |
Target Date 2000-2010 |
FFKCX |
FID FREEDOM K 2010 |
Target Date 2036-2040 |
FFKFX |
FID FREEDOM K 2040 |
Target Date 2011-2015 |
FKVFX |
FID FREEDOM K 2015 |
Target Date 2041-2045 |
FFKGX |
FID FREEDOM K 2045 |
Target Date 2016-2020 |
FFKDX |
FID FREEDOM K 2020 |
Target Date 2046-2050 |
FFKHX |
FID FREEDOM K 2050 |
Target Date 2021-2025 |
FKTWX |
FID FREEDOM K 2025 |
Target Date 2050+ |
FDENX |
FID FREEDOM K 2055 |
Target Date 2026-2030 |
FFKEX |
FID FREEDOM K 2030 |
Retirement Income |
FFKAX |
FID FREEDOM K INCOME |
Target Date 2031-2035 |
FKTHX |
FID FREEDOM K 2035 |
ROOT |
CASH |
Fidelity Money Market Trust Retirement Money Market Portfolio |
Target Date 2036-2040 |
FFKFX |
FID FREEDOM K 2040 |
Target Date 2041-2045 |
FFKGX |
FID FREEDOM K 2045 |
Target Date 2046-2050 |
FFKHX |
FID FREEDOM K 2050 |
Target Date 2050+ |
FDENX |
FID FREEDOM K 2055 |
Retirement Income |
FFKAX |
FID FREEDOM K INCOME |
ROOT |
CASH |
Fidelity Money Market Trust Retirement Money Market Portfolio |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
HAINX |
Harbor International Fund Institutional Class |
Foreign Large Blend |
HAINX |
Harbor International Fund Institutional Class |
Foreign Large Growth |
OIGYX |
Oppenheimer International Growth Fund Class Y |
WORLD STOCK |
TWDAX |
TMPL WORLD FUND ADV |
Foreign Large Growth |
OIGYX |
Oppenheimer International Growth Fund Class Y |
WORLD STOCK |
TWDAX |
TMPL WORLD FUND ADV |
|
The following is a moderate-risk model portfolio constructed from the investment options of PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN.
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 PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN