BAIN AND COMPANY INC. 401K SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 88
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
SMALL VALUE |
PSVIX |
Allianz NFJ Small-Cap Value Fund |
LARGE GROWTH |
FCNTX |
Fidelity Contrafund |
SMALL VALUE |
PSVIX |
Allianz NFJ Small-Cap Value Fund |
Mid-Cap Growth |
NBGIX |
Neuberger Berman Genesis Trust |
LARGE GROWTH |
FCNTX |
Fidelity Contrafund |
Mid-Cap Growth |
NBGIX |
Neuberger Berman Genesis Trust |
LARGE BLEND |
VFINX |
Vanguard 500 Index Fund |
MID-CAP BLEND |
VEXMX |
Vanguard Extended Market Index Fund |
LARGE BLEND |
VQNPX |
Vanguard Growth & Income Fund |
LARGE BLEND |
VGIAX |
Vanguard Growth and Income Fund Admiral Shares |
LARGE BLEND |
VFINX |
Vanguard 500 Index Fund |
LARGE GROWTH |
VIGRX |
Vanguard Growth Index Fund |
MID-CAP BLEND |
VEXMX |
Vanguard Extended Market Index Fund |
LARGE GROWTH |
VIGSX |
Vanguard Growth Index Fund Signal Shares |
LARGE BLEND |
VQNPX |
Vanguard Growth & Income Fund |
LARGE BLEND |
VGIAX |
Vanguard Growth and Income Fund Admiral Shares |
LARGE GROWTH |
VIGRX |
Vanguard Growth Index Fund |
LARGE BLEND |
VINIX |
Vanguard Institutional Index Fund Institutional Shares |
LARGE GROWTH |
VIGSX |
Vanguard Growth Index Fund Signal Shares |
Mid-Cap Growth |
VMGIX |
Vanguard Mid-Cap Growth Fund |
LARGE BLEND |
VINIX |
Vanguard Institutional Index Fund Institutional Shares |
Mid-Cap Growth |
VMGIX |
Vanguard Mid-Cap Growth Fund |
Small Growth |
VISGX |
Vanguard Small-Cap Growth Index Fund |
Small Growth |
VSGIX |
Vanguard Small-Cap Growth Index Fund Institutional Shares |
SMALL VALUE |
VISVX |
Vanguard Small-Cap Value Index Fund |
Small Growth |
VISGX |
Vanguard Small-Cap Growth Index Fund |
Small Growth |
VSGIX |
Vanguard Small-Cap Growth Index Fund Institutional Shares |
SMALL VALUE |
VISVX |
Vanguard Small-Cap Value Index Fund |
LARGE VALUE |
VIVAX |
Vanguard Value Index Fund |
LARGE VALUE |
VVISX |
Vanguard Value Index Fund Signal Shares |
LARGE VALUE |
VWNFX |
Vanguard Windsor II Fund |
LARGE VALUE |
VIVAX |
Vanguard Value Index Fund |
LARGE VALUE |
VVISX |
Vanguard Value Index Fund Signal Shares |
LARGE VALUE |
VWNFX |
Vanguard Windsor II Fund |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
JIEIX |
Artio International Equity Fund |
Foreign Large Blend |
JIEIX |
Artio International Equity Fund |
Foreign Large Blend |
VGTSX |
Vanguard Total International Stock Index Fund |
Foreign Large Blend |
VTSNX |
Vanguard Total International Stock Index Fund Institutional Shares |
Foreign Large Blend |
VGTSX |
Vanguard Total International Stock Index Fund |
Foreign Large Blend |
VTSNX |
Vanguard Total International Stock Index Fund Institutional Shares |
|
FIXED INCOME |
|
|
High Yield Bond |
PHIYX |
Pimco High Yield Fund |
Intermediate-Term Bond |
PTTRX |
Pimco Total Return Fund |
High Yield Bond |
PHIYX |
Pimco High Yield Fund |
Intermediate-Term Bond |
PTTRX |
Pimco Total Return Fund |
Inflation-Protected Bond |
VIPSX |
Vanguard Inflation-Protected Securities Fund |
Inflation-Protected Bond |
VAIPX |
Vanguard Inflation-Protected Securities Fund Admiral Shares |
Long-Term Bond |
VBLTX |
Vanguard Long-Term Bond Index Fund |
Inflation-Protected Bond |
VIPSX |
Vanguard Inflation-Protected Securities Fund |
Inflation-Protected Bond |
VAIPX |
Vanguard Inflation-Protected Securities Fund Admiral Shares |
Long-Term Bond |
VBLTX |
Vanguard Long-Term Bond Index Fund |
Short-Term Bond |
VBISX |
Vanguard Short-Term Bond Index Fund |
Short-Term Bond |
VBISX |
Vanguard Short-Term Bond Index Fund |
Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Market Index Fund |
Intermediate-Term Bond |
VBTSX |
Vanguard Total Bond Market Index Fund Signal Shares |
Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Market Index Fund |
Intermediate-Term Bond |
VBTSX |
Vanguard Total Bond Market Index Fund Signal Shares |
|
Others |
|
|
ROOT |
CASH |
Vanguard Prime Money Market Fund |
not found |
no ticker |
Vanguard Retirement Savings Trust |
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 2000-2010 |
VTENX |
Vanguard Target Retirement 2010 Fund |
Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 Fund |
Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 Fund |
Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 Fund |
Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 Fund |
Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 Fund |
Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 Fund |
Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 Fund |
Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 Fund |
Target Date 2046-2050 |
VFIFX |
Vanguard Target Retirement 2050 Fund |
Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 Fund |
Target Date 2051+ |
VFFVX |
Vanguard Target Retirement 2055 Fund |
Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 Fund |
Retirement Income |
VTINX |
Vanguard Target Retirement Income 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 |
Moderate Allocation |
VWELX |
Vanguard Wellington Fund |
|
REAL ESTATE |
|
|
REAL ESTATE |
VGSIX |
Vanguard REIT Index Fund |
REAL ESTATE |
VGRSX |
Vanguard REIT Index Fund Signal Shares |
REAL ESTATE |
VGSIX |
Vanguard REIT Index Fund |
REAL ESTATE |
VGRSX |
Vanguard REIT Index Fund Signal Shares |
|
The following is a moderate-risk model portfolio constructed from the investment options of BAIN AND COMPANY INC. 401K SAVINGS 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 BAIN AND COMPANY INC. 401K SAVINGS PLAN