ADP Mykplan 401k Plans for Small Business
Investment Model Portfolios
ADP
www.mykplan.com provides 401k plans for many companies. They are all using funds that are the same or similar to the funds in this plan.
Total Available Funds: 31
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| SHORT GOVERNMENT |
GSSDX |
Goldman Sachs Short Dur Govt A |
| Intermediate-Term Bond |
PTTAX |
PIMCO Total Return A |
| Intermediate-Term Bond |
VBMFX |
SSgA U.S. Bond Index Securities Lending Series Fund |
|
| Others |
|
|
| ROOT |
CASH |
SSgA Cash Seriese U.S. Government Fund |
| World Allocation |
MDLOX |
BlackRock Global Allocation Inv A |
| Moderate Allocation |
CVTRX |
Calamos Growth & Income A |
| Technology |
SLMCX |
Columbia Seligman Comms & Info A |
| Technology |
GITAX |
Goldman Sachs Technology Tollkeeper A |
| Equity Energy |
IENAX |
Invesco Energy A |
|
| US EQUITY |
|
|
| LARGE VALUE |
MDDVX |
BlackRock Equity Dividend Inv A |
| LARGE VALUE |
KDCAX |
DWS Large Cap Value A |
| LARGE VALUE |
PEYAX |
Putnam Equity Income A |
| LARGE BLEND |
OARDX |
Oppenheimer Rising Dividends A |
| LARGE BLEND |
SVSPX |
SSgA S&P 500 Index Securiites Lending Series Fund |
| LARGE GROWTH |
ALARX |
Alger Capital Appreciation Instl I |
| LARGE GROWTH |
CSIEX |
Calvert Equity A |
| MID-CAP VALUE |
DEFIX |
Delafield Fund |
| MID-CAP VALUE |
VETAX |
Victory Established Value A |
| MID-CAP BLEND |
IJH |
SSgA S&P MidCap Index Non-Lending Series Fund |
| Mid-Cap Growth |
GGOAX |
Goldman Sachs Growth Opportunities A |
| Mid-Cap Growth |
NBGAX |
Neuberger Berman Genesis Adv |
| Mid-Cap Growth |
FRSLX |
Nuveen Mid Cap Growth Opp A |
| SMALL BLEND |
RYTFX |
Royce Total Return Svc |
| SMALL BLEND |
IWM |
SSgA Russell Small Cap Index Securities Lending Series Fund |
|
| INTERNATIONAL EQUITY |
|
|
| INTERNATIONAL EQUITY |
VGTSX |
SSgA International Index Securities Lending Series Fund |
| Foreign Large Growth |
THVRX |
Thornburg International Value R4 |
| WORLD STOCK |
TEDRX |
Mutual Global Discovery R |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
GTDDX |
Invesco Developing Markets A |
| DIVERSIFIED EMERGING MKTS |
ODMAX |
Oppenheimer Developing Markets A |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
FREAX |
Nuveen Real Estate Secs A |
| REAL ESTATE |
RWR |
SSgA REIT Index Non-Lending Series Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of ADP Mykplan 401k Plans for Small Business.
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
