SAVINGS PLAN FOR EMPLOYEES OF MEASUREMENT SPECIALTIES INC.
Investment Model Portfolios
--
Total Available Funds: 29
| Asset Class |
Ticker
| Description |
| Others |
|
|
| ROOT |
CASH |
Fidelity Advisor Prime Fund |
| Health |
FACDX |
Fidelity Advisor Health Care Fund |
| Target Date 2000-2010 |
FFIVX |
Fidelity Advisor Freedom 2005 Fund |
| Target Date 2000-2010 |
FCIFX |
Fidelity Advisor Freedom 2010 Fund |
| Target Date 2011-2015 |
FFVIX |
Fidelity Advisor Freedom 2015 Fund |
| Target Date 2016-2020 |
FDIFX |
Fidelity Advisor Freedom 2020 Fund |
| Target Date 2021-2025 |
FITWX |
Fidelity Advisor Freedom 2025 Fund |
| Target Date 2026-2030 |
FEFIX |
Fidelity Advisor Freedom 2030 Fund |
| Target Date 2031-2035 |
FITHX |
Fidelity Advisor Freedom 2035 Fund |
| Target Date 2036-2040 |
FIFFX |
Fidelity Advisor Freedom 2040 Fund |
| Target Date 2041-2045 |
FFFIX |
Fidelity Advisor Freedom 2045 Fund |
| Target Date 2050+ |
FFFPX |
Fidelity Advisor Freedom 2050 Fund |
| Retirement Income |
FIAFX |
Fidelity Advisor Freedom Income Fund |
| Conservative Allocation |
FTIWX |
Fidelity Advisor Asset Manager 20% Fund |
| Technology |
DGVRX |
Dreyfus Technology Growth Fund |
|
| US EQUITY |
|
|
| SMALL BLEND |
FSCIX |
Fidelity Advisor Small Cap Fund |
| LARGE GROWTH |
FINSX |
Fidelity Advisor New Insights Fund |
| Mid-Cap Growth |
FIIMX |
Fidelity Advisor Mid Cap II Fund |
| SMALL VALUE |
FCVIX |
Fidelity Advisor Small Cap Value Fund |
| LARGE VALUE |
GSFTX |
Columbia Dividend Income Fund |
| LARGE BLEND |
HLEIX |
JPMorgan Equity Index Fund |
| Mid-Cap Growth |
KAUFX |
Federated Kaufmann Fund |
| SMALL BLEND |
RSPFX |
RS Investments Partners A Fund |
| MID-CAP VALUE |
JMCVX |
Perkins Mid Cap Value Fund |
|
| FIXED INCOME |
|
|
| Multisector Bond |
FSRIX |
Fidelity Advisor Strategic Income Fund |
| Intermediate Government |
FVIIX |
Fidelity Advisor Government Income Fund |
| High Yield Bond |
MHYIX |
Mainstay High Yield Bond Fund |
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
EKZBX |
Evergreen International Equity Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of SAVINGS PLAN FOR EMPLOYEES OF MEASUREMENT SPECIALTIES INC..
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
