Lima Memorial Health System 401K
Investment Model Portfolios
Total Available Funds: 15
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE VALUE |
DODGX |
DODGX |
LARGE BLEND |
FXAIX |
FXAIX |
MID-CAP BLEND |
FSMDX |
FSMDX |
SMALL VALUE |
DFFVX |
DFFVX |
|
Others |
|
|
EQUITY |
HNACX |
HNACX |
EQUITY |
FSMLX |
FSMLX |
Moderate Allocation |
VWENX |
VWENX |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
RERGX |
RERGX |
Foreign Large Blend |
TSWIX |
TSWIX |
Foreign Large Blend |
VFWAX |
VFWAX |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
DFEVX |
DFEVX |
|
REAL ESTATE |
|
|
REAL ESTATE |
CSRIX |
CSRIX |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
DODIX |
DODIX |
Intermediate-Term Bond |
FXNAX |
FXNAX |
Inflation-Protected Bond |
VAIPX |
VAIPX |
|
The following is a moderate-risk model portfolio constructed from the investment options of Lima Memorial Health System 401K.
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 Lima Memorial Health System 401K