CERULLI ASSOCIATES INC. 401K PLAN
Investment Model Portfolios
Total Available Funds: 35
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE GROWTH |
FBGRX |
Fidelity Blue Chip Growth |
| LARGE GROWTH |
FCNTX |
Fidelity Contrafund |
| LARGE GROWTH |
FDGRX |
Fidelity Growth Company |
| LARGE VALUE |
LCEIX |
Invesco Diversified Dividend Investor |
| LARGE BLEND |
FUSVX |
Fidelity Spartan 500 Index Advtg |
| LARGE BLEND |
FSTVX |
Fidelity Spartan Total Mkt Idx Advtg |
| LARGE GROWTH |
TRBCX |
T. Rowe Price Blue Chip Growth |
| LARGE VALUE |
PAFDX |
T. Rowe Price Equity Income Adv |
| Mid-Cap Growth |
CLSPX |
Columbia Mid Cap Growth Z |
| MID-CAP BLEND |
FLPSX |
Fidelity Low-Priced Stock |
| MID-CAP VALUE |
SMVTX |
RidgeWorth Mid-Cap Value Equity I |
| MID-CAP BLEND |
FSEVX |
Fidelity Spartan Extnd Mkt Idx Advtg |
| SMALL BLEND |
FSCRX |
Fidelity Small Cap Discovery |
| SMALL VALUE |
FCPVX |
Fidelity Small Cap Value |
| Small Growth |
LCGRX |
Loomis Sayles Small Cap Growth Retail |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
HIINX |
Harbor International Inv |
| Foreign Large Blend |
OAKIX |
Oakmark International I |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
FRESX |
Fidelity Real Estate Investment |
|
| Others |
|
|
| Target Date 2000-2010 |
FFFVX |
Fidelity Freedom 2005 |
| Target Date 2000-2010 |
FFFCX |
Fidelity Freedom 2010 |
| Target Date 2011-2015 |
FFVFX |
Fidelity Freedom 2015 |
| Target Date 2016-2020 |
FFFDX |
Fidelity Freedom 2020 |
| Target Date 2021-2025 |
FFTWX |
Fidelity Freedom 2025 |
| Target Date 2026-2030 |
FFFEX |
Fidelity Freedom 2030 |
| Target Date 2031-2035 |
FFTHX |
Fidelity Freedom 2035 |
| Target Date 2036-2040 |
FFFFX |
Fidelity Freedom 2040 |
| Target Date 2041-2045 |
FFFGX |
Fidelity Freedom 2045 |
| Target Date 2046-2050 |
FFFHX |
Fidelity Freedom 2050 |
| Target Date 2051+ |
FDEEX |
Fidelity Freedom 2055 |
| Retirement Income |
FFFAX |
Fidelity Freedom Income |
| Moderate Allocation |
FPURX |
Fidelity Puritan |
| ROOT |
CASH |
FID RETIRE MMKT |
|
| FIXED INCOME |
|
|
| High Yield Bond |
SPHIX |
Fidelity High Income |
| Intermediate-Term Bond |
FTBFX |
Fidelity Total Bond |
| Short-Term Bond |
PLDAX |
PIMCO Low Duration Admin |
|
The following is a moderate-risk model portfolio constructed from the investment options of CERULLI ASSOCIATES 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 CERULLI ASSOCIATES INC. 401K PLAN
