ADIDAS AMERICA INC. EMPLOYEE 401K SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 30
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE VALUE |
NFJEX |
Allianz NFJ Dividend Value Fund |
| LARGE GROWTH |
AGTHX |
American Funds Growth Fund of America Fund |
| Mid-Cap Growth |
CACIX |
Columbia Acorn Select Fund |
| LARGE BLEND |
ISFIX |
Davis New York Venture Fund |
| MID-CAP VALUE |
FLMVX |
JPMorgan Mid Cap Value Fund |
| LARGE BLEND |
SWPPX |
Schwab S&P 500 Index |
| LARGE GROWTH |
TRBCX |
T. Rowe Price Blue Chip Growth |
| LARGE VALUE |
PRFDX |
T. Rowe Price Equity Income |
| SMALL BLEND |
OTCFX |
T. Rowe Price Small-Cap Stock |
| MID-CAP BLEND |
VEMSX |
Vanguard Extended Market Idx Signal |
| LARGE GROWTH |
VFTSX |
Vanguard FTSE Social Index Inv |
| LARGE BLEND |
VINIX |
Vanguard Institutional Index Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
RERGX |
American Funds EuroPacific Gr R6 |
| Foreign Large Blend |
FSIIX |
Fidelity Spartan International Inde |
| Foreign Large Value |
NIIVX |
ING International Value Fund |
| Foreign Large Growth |
AIEVX |
Invesco International Growth Fund |
|
| Others |
|
|
| Moderate Allocation |
DODBX |
Dodge & Cox Balanced Fund |
| Moderate Allocation |
PAXIX |
Pax World Balanced Fund |
| Target Date 2000-2010 |
TRRFX |
T. Rowe Price Retirement 2005 Fund |
| Target Date 2000-2010 |
TRRAX |
T. Rowe Price Retirement 2010 Fund |
| Target Date 2011-2015 |
TRRGX |
T. Rowe Price Retirement 2015 Fund |
| Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement 2020 Fund |
| Target Date 2021-2025 |
TRRHX |
T. Rowe Price Retirement 2025 Fund |
| Target Date 2026-2030 |
TRRCX |
T. Rowe Price Retirement 2030 Fund |
| Target Date 2031-2035 |
TRRJX |
T. Rowe Price Retirement 2035 Fund |
| Target Date 2036-2040 |
TRRDX |
T. Rowe Price Retirement 2040 |
| Target Date 2041-2045 |
TRRKX |
T. Rowe Price Retirement 2045 Fund |
| Retirement Income |
TRRIX |
T. Rowe Price Retirement Income Fund |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
EIEMX |
Eaton Vance Parametric Struct Em Mk |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
|
The following is a moderate-risk model portfolio constructed from the investment options of ADIDAS AMERICA INC. EMPLOYEE 401K 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
