Fiserv 401k Plan
Investment Model Portfolios
Total Available Funds: 27
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
SMALL VALUE |
ABBVX |
American Beacon Small Cap Value Fund |
LARGE VALUE |
EILVX |
Eaton Vance Large Cap Value Fund |
LARGE BLEND |
VFINX |
Vanguard 500 Index Fund Investor Shares |
Small Growth |
VEXPX |
Vanguard Explorer Fund Investor Shares |
LARGE BLEND |
VINIX |
Vanguard Institutional Index Fund Institutional Shares |
MID-CAP BLEND |
VMCIX |
Vanguard Mid-Cap Index Fund Institutional Shares |
LARGE GROWTH |
VMRGX |
Vanguard Morgan Growth Fund Investor Shares |
Small Growth |
VSGIX |
Vanguard Small-Cap Growth Index Fund Institutional Shares |
|
Others |
|
|
ROOT |
FISV |
Fiserv Company Stock Fund |
ROOT |
CASH |
Vanguard Prime Money Market Fund |
not found |
no ticker |
Vanguard Retirement Savings Trust |
Target Date 2000-2010 |
VTENX |
Vanguard Target Retirement 2010 Fund |
Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 Fund |
Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 Fund |
Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 Fund |
Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 Fund |
Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 Fund |
Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 Fund |
Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 Fund |
Target Date 2046-2050 |
VFIFX |
Vanguard Target Retirement 2050 Fund |
Target Date 2051+ |
VFFVX |
Vanguard Target Retirement 2055 Fund |
Retirement Income |
VTINX |
Vanguard Target Retirement Income Fund |
Moderate Allocation |
VWELX |
Vanguard Wellington Fund Investor Shares |
|
FIXED INCOME |
|
|
Inflation-Protected Bond |
VIPSX |
Vanguard Inflation-Protected Securities Fund Investor Shares |
Intermediate-Term Bond |
VBTIX |
Vanguard Total Bond Market Index Fund Institutional Shares |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
VWIGX |
Vanguard International Growth Fund Investor Shares |
Foreign Large Value |
VTRIX |
Vanguard International Value Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of Fiserv 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
Retirement Plan (401(k)) Info for Fiserv 401k Plan