Mid Atlantic Permanente Medical Group P.C. 401K Plan
Investment Model Portfolios

Total Available Funds: 17
Asset Class Ticker Description
Others
Target Date 2036-2040 AAGTX American Funds Trgt Date Ret 2040 A
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A
Target Date 2046-2050 AALTX American Funds Trgt Date Ret 2050 A
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond ACITX American Century Infl-Adj Bond Inv
Intermediate-Term Bond BTUSX DWS US Bond Index Inst
Intermediate-Term Bond BONDX DWS US Bond Index A
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX Invesco International Growth A
Foreign Large Value MGIAX MFS International Value A
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5

The following is a moderate-risk model portfolio constructed from the investment options of Mid Atlantic Permanente Medical Group P.C. 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 Mid Atlantic Permanente Medical Group P.C. 401K Plan

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