Hausmann-McNally S.C. 401(k) Plan & Trust
Investment Model Portfolios

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Total Available Funds: 20
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
WORLD BOND TGBAX Templeton Global Bond Adv
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
SMALL VALUE SSGSX Victory Small Company Opportunity A
LARGE BLEND VIFSX Vanguard 500 Index Signal
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
Mid-Cap Growth NBMLX Neuberger Berman Mid Cap Growth Inst
SMALL BLEND PENNX Royce Pennsylvania Mutual Invmt
Others
Moderate Allocation VWENX Vanguard Wellington Adm
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
NotFound no ticker CICSX
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Value MINHX MFS International Value R4
WORLD STOCK OGLYX Oppenheimer Global Y
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional

The following is a moderate-risk model portfolio constructed from the investment options of Hausmann-McNally S.C. 401(k) Plan & Trust.

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