National Christian Charitable Foundation Retirement
Investment Model Portfolios
Total Available Funds: 38
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
LSIIX |
Loomis Sayles Inv Grade Bond Ret Opt |
| Intermediate-Term Bond |
DVGCX |
Transamerica Partners Core Bond Ret Opt II |
| High Yield Bond |
AOPIX |
Columbia Income Opportunities Inv |
| High Yield Bond |
DVHYX |
Transamerica Partners High Yield Bond Ret |
| ULTRASHORT BOND |
NVSIX |
Transamerica Stable Value Advantage Opt |
|
| Others |
|
|
| Moderate Allocation |
IMOAX |
Aegon Balanced Ret |
| Moderate Allocation |
RLBFX |
American Funds Balanced Inv |
| Target Date 2000-2010 |
VTENX |
Vanguard Target Retirement 2010 Inv |
| Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 Inv |
| Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 Inv |
| Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 Inv |
| Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 Inv |
| Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 Inv |
| Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 Inv |
| Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 Inv |
| Target Date 2046-2050 |
VFIFX |
Vanguard Target Retirement 2050 Inv |
| Target Date 2051+ |
VFFVX |
Vanguard Target Retirement 2055 Inv |
| Retirement Income |
VTINX |
Vanguard Target Retirement Income |
|
| US EQUITY |
|
|
| LARGE BLEND |
RFNFX |
American Funds Fundamental Inv |
| LARGE VALUE |
PRUYX |
Pioneer Disciplined Value Inv |
| MID-CAP VALUE |
DVMVX |
Transamerica Partners Mid Value Ret |
| LARGE BLEND |
IMOSX |
Thornburg Value Ret |
| LARGE GROWTH |
SLGSX |
WMC Core Equity Ret |
| MID-CAP BLEND |
FLVIX |
Fidelity Advisor Leveraged Co Stock Inv |
| MID-CAP BLEND |
IJH |
SSgA S&P Mid Cap Index |
| LARGE GROWTH |
RGAFX |
American Funds Growth Fund of Amer Inv |
| LARGE GROWTH |
SLGSX |
WMC Quality Growth |
| Mid-Cap Growth |
MGOYX |
Munder Mid-Cap Core Gorwth |
| LARGE GROWTH |
THGRX |
Thornburg Core Growth |
| SMALL VALUE |
IWN |
SSgA Russell Sm Cap Value Index |
| SMALL BLEND |
SMVAX |
Wells Fargo Adv Small Cap Value |
| SMALL BLEND |
OPMYX |
Oppenheimer Main St. Small & Mid Cap |
| SMALL BLEND |
NAESX |
Vanguard Small Cap Index |
| Small Growth |
GTSVX |
Invesco Small Growth |
| Small Growth |
ARSTX |
Nuveen Small Cap Select |
|
| INTERNATIONAL EQUITY |
|
|
| WORLD STOCK |
RSLCX |
American Funds Smallcap World |
| WORLD STOCK |
OGLYX |
Oppenheimer Global |
| Foreign Large Blend |
CEUFX |
American Funds EuroPacific Growth |
|
The following is a moderate-risk model portfolio constructed from the investment options of National Christian Charitable Foundation Retirement.
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
