Jack Henry Associates, Inc. 401(k) Retirement Savings Plan
Investment Model Portfolios
Total Available Funds: 28
Asset Class |
Ticker
| Description |
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
RERFX |
American Funds Europac Fund |
|
US EQUITY |
|
|
LARGE GROWTH |
RGAFX |
American Funds Growth Fund |
Mid-Cap Growth |
BARAX |
Baron Funds Baron Asset Fund |
LARGE BLEND |
NYVTX |
Davis NY Venture A |
SMALL VALUE |
DHSIX |
Diamond Hill Small Cap Fund |
Small Growth |
LSSIX |
Loomis Sayles Funds Loomis Small Cap Growth Fund |
LARGE VALUE |
MADVX |
Blackrock Funds Blackrock Eq Dividend I |
LARGE GROWTH |
TRBCX |
T Rowe Price Funds T Rowe Blue Chip Fund |
MID-CAP BLEND |
VEXMX |
Vanguard Ext Mkt Fund |
MID-CAP BLEND |
CRIMX |
Prudential Retirement Insurance and Annuity Company Mid Cap Value CRM Fund |
LARGE BLEND |
PSIAX |
Prudential Retirement Insurance and Annuity Company Dryden S & P 500 Index Fund |
|
FIXED INCOME |
|
|
Intermediate Government |
OGGAX |
JP Morgan Funds JP Morgan Govt Bond A |
Intermediate-Term Bond |
IPCBX |
Prudential Retirement Insurance and Annuity Company Core Plus Bond PIMCO Fund |
|
Others |
|
|
Target Date 2000-2010 |
TRRFX |
T Rowe Price Funds T Rowe RA 2005 Fund |
Target Date 2000-2010 |
TRRAX |
T Rowe Price Funds T Rowe RA 2010 Fund |
Target Date 2011-2015 |
TRRGX |
T Rowe Price Funds T Rowe RA 2015 Fund |
Target Date 2016-2020 |
TRRBX |
T Rowe Price Funds T Rowe RA 2020 Fund |
Target Date 2021-2025 |
TRRHX |
T Rowe Price Funds T Rowe RA 2025 Fund |
Target Date 2026-2030 |
TRRCX |
T Rowe Price Funds T Rowe RA 2030 Fund |
Target Date 2031-2035 |
TRRJX |
T Rowe Price Funds T Rowe RA 2035 Fund |
Target Date 2036-2040 |
TRRDX |
T Rowe Price Funds T Rowe RA 2040 Fund |
Target Date 2041-2045 |
TRRKX |
T Rowe Price Funds T Rowe RA 2045 Fund |
Target Date 2050+ |
TRRMX |
T Rowe Price Funds T Rowe RA 2050 Fund |
Target Date 2050+ |
TRRNX |
T Rowe Price Funds T Rowe RA 2055 Fund |
Retirement Income |
TRRIX |
T Rowe Price Funds T Rowe RA Income Fund |
unknown |
unknown |
Prudential Retirement Insurance and Annuity Company IFX Long-term Growth Fund I Prudential Retirement Insurance and Annuity Company IFX Long-term Balanced Fund I |
unknown |
unknown |
Prudential Retirement Insurance and Annuity Company IFX Long-term Conservative Fund I |
unknown |
unknown |
Prudential Retirement Insurance and Annuity Company Guaranteed Income Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of Jack Henry Associates, Inc. 401(k) Retirement 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