ADC RETIREMENT SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 17
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Target Date 2000-2010 |
VTENX |
Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares |
| Target Date 2021-2025 |
VTTVX |
Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares |
| Target Date 2016-2020 |
VTWNX |
Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares |
| Target Date 2046-2050 |
VFIFX |
Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares |
| Moderate Allocation |
DODBX |
Dodge & Cox Funds: Dodge & Cox Balanced Fund |
| Target Date 2036-2040 |
VFORX |
Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares |
| Target Date 2011-2015 |
VTXVX |
Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares |
| Retirement Income |
VTINX |
Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares |
| Target Date 2031-2035 |
VTTHX |
Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares |
| Target Date 2026-2030 |
VTHRX |
Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares |
| Target Date 2041-2045 |
VTIVX |
Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares |
|
| US EQUITY |
|
|
| SMALL VALUE |
VISVX |
Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares |
| MID-CAP BLEND |
VMCIX |
Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares |
| LARGE VALUE |
BIGRX |
American Century Quantitative Equity Funds |
| Small Growth |
VISGX |
Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Growth |
MIEIX |
MFS Institutional Trust: MFS Institutional International Equity Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
DODIX |
Dodge & Cox Funds: Dodge & Cox Income Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of ADC RETIREMENT 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
Retirement Plan (401(k)) Info for ADC RETIREMENT SAVINGS PLAN
