WARWICK VALLEY TELEPHONE COMPANY 401(k) PLAN
Investment Model Portfolios
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Total Available Funds: 28
Asset Class |
Ticker
| Description |
FIXED INCOME |
|
|
Intermediate-Term Bond |
PHIPX |
Principal High Quality interm-Term Bond R5 Fund Registered Investment Company |
SHORT GOVERNMENT |
STABLEVALUE |
Morley Financial Services Stable Value Fund Interest in Common/Collective Trs |
|
Others |
|
|
Retirement Income |
PLSPX |
Principal LifeTime Strategic Income R5 Fund Registered Investment Company |
Target Date 2000-2010 |
PTAPX |
Principal LifeTime 2010 R5 Fund Registered Investment Company |
Target Date 2011-2015 |
LTPFX |
Principal LifeTime 2015 R5 Fund Registered Investment Company |
Target Date 2016-2020 |
PTBPX |
Principal LifeTime 2020 R5 Fund Registered Investment Company |
Target Date 2021-2025 |
LTPDX |
Principal LifeTime 2025 R5 Fund Registered Investment Company |
Target Date 2026-2030 |
PTCPX |
Principal LifeTime 2030 R5 Fund Registered Investment Company |
Target Date 2031-2035 |
LTPEX |
Principal LifeTime 2035 R5 Fund Registered Investment Company |
Target Date 2036-2040 |
PTDPX |
Principal LifeTime 2040 R5 Fund Registered Investment Company |
Target Date 2041-2045 |
LTRDX |
Principal LifeTime 2045 R5 Fund Registered Investment Company |
Target Date 2050+ |
PTEFX |
Principal LifeTime 2050 R5 Fund Registered Investment Company |
Target Date 2050+ |
LTFPX |
Principal LifeTime 2055 R5 Fund Registered Investment Company |
UNKOWN |
UNKOWN |
Columbus Circle Investors LargeCap Growth R5 Fund Registered Investment Company |
UNKOWN |
UNKOWN |
Columbus Circle Investors MidCap Growth R5 Fund Registered Investment Company |
World Allocation |
PGDIX |
Principal Global Investors Diversified Intl R5 Fund Registered Investment Company |
|
US EQUITY |
|
|
LARGE BLEND |
PLFIX |
Principal LargeCap S P 500 Index Fund Registered Investment Company |
LARGE VALUE |
PLVPX |
Principal LargeCap Value R5 Fund Registered Investment Company |
LARGE BLEND |
PPZPX |
T. Rowe Price Retirement LargeCap Blend II R5 Fund Registered Investment Company |
LARGE VALUE |
BNVCX |
UBS Global Asset Mgmt LargeCap Value I R5 Fund Registered Investment Company |
Small Growth |
QUARX |
AllianceBernstein SmallCap Growth I R5 Fund Registered Investment Company |
MID-CAP VALUE |
GCMTX |
Goldman Sachs MidCap Value I R5 Fund Registered Investment Company |
MID-CAP BLEND |
PMFPX |
Principal Global Investors MidCap S P 400 Index R5 Fund Registered Investment Company |
Small Growth |
PPNPX |
Principal Global Investors SmallCap Growth I R5 Fund Registered Investment Company |
SMALL BLEND |
PSSPX |
Principal Global Investors SmallCap S P 600 Index R5 Fund Registered Investment Company |
SMALL VALUE |
PSVPX |
Principal Global Investors SmallCap Value R5 Fund Registered Investment Company |
MID-CAP VALUE |
PVMIX |
Principal Global/Barrow Hanley MidCap Value Fund Registered Investment Company |
Mid-Cap Growth |
MIMSX |
Turner/Mellon Capital Mgmt MidCap Growth IIIR Fund Registered Investment Company |
|
The following is a moderate-risk model portfolio constructed from the investment options of WARWICK VALLEY TELEPHONE COMPANY 401(k) 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