Tax-Efficient Savings Plan for Hourly Employees
Investment Model Portfolios

Boston Scientific Corporation develops, manufactures, and markets medical devices used in various interventional medical specialties worldwide. It offers cardiac rhythm management products, which monitor the heart and deliver electricity to treat cardiac abnormalities; and RF generators, intracardiac ultrasound and steerable ablation catheters, and diagnostic catheters for the diagnosis and treatment of cardiac arrhythmias.

Total Available Funds: 7
Asset Class Ticker Description
US EQUITY
LARGE VALUE VEIPX Vanguard US Equity Index Fund
Mid-Cap Growth NBGIX Neuberger Berman Genesis Fund-Institutional Class
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund - Institutional Plus Shares
FIXED INCOME
Inflation-Protected Bond TIP SSgA U.S. Inflation Protected Bond Index Fund-Class A
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Class
INTERNATIONAL EQUITY
WORLD STOCK VHGEX SSgA Global Equity Index Fund - Class A
Foreign Large Blend EFA BlackRock EAFE Equity Index Fund - Class M

The following is a moderate-risk model portfolio constructed from the investment options of Tax-Efficient Savings Plan for Hourly Employees.

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