QA Consulting, Inc. 401k Plan
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: 28
Asset Class Ticker Description
FIXED INCOME
Inflation-Protected Bond BPRIX Inflation Protection Separate Account
Intermediate-Term Bond IPCTX Core Plus Bond I Separate Account
Intermediate-Term Bond PPSIX Preferred Securities Sep Acct
Others
Retirement Income PLSIX Principal LifeTime Strategic Income Separate Account
Target Date 2000-2010 PTTIX Principal LifeTime 2010 Separate Account
Target Date 2011-2015 LTINX Principal LifeTime 2015 Separate Account
Target Date 2016-2020 PLWIX Principal LifeTime 2020 Separate Account
Target Date 2021-2025 LTSTX Principal LifeTime 2025 Separate Account
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Separate Account
Target Date 2031-2035 LTIUX Principal LifeTime 2035 Separate Account
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Separate Account
Target Date 2041-2045 LTRIX Principal LifeTime 2045 Separate Account
Target Date 2046-2050 PPLIX Principal LifeTime 2050 Separate Account
Target Date 2051+ LTFIX Principal LifeTime 2055 Separate Account
US EQUITY
LARGE GROWTH MCGIX LargeCap Growth II Separate Account
LARGE BLEND PWCIX Capital Appreciation Separate Account
LARGE VALUE PEIIX Equity Income Separate Account
LARGE VALUE AHRNX LargeCap Value I Separate Account
MID-CAP BLEND OIMMX MidCap Growth Separate Account
MID-CAP BLEND PCBIX MidCap Separate Account
SMALL BLEND PSLIX SmallCap Blend Separate Account
Small Growth PGRTX SmallCap Growth II Separate Account
MID-CAP VALUE GSMCX MidCap Value I Separate Account
REAL ESTATE
REAL ESTATE PIREX Real Estate Seurities Sep Acct
REAL ESTATE PIREX U.S. Property Sep Acct
INTERNATIONAL EQUITY
Foreign Large Blend SCIEX Internation I Separate Account
Foreign Small Cap DFISX Internation SmallCap Separate Account
Emerging Market
DIVERSIFIED EMERGING MKTS PIEIX Internation Emerging Markets Sep Acct

The following is a moderate-risk model portfolio constructed from the investment options of QA Consulting, 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