LANDAUER, INC. 401(k) RETIREMENT SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 26
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Target Date 2011-2015 |
LTEIX |
AllianceBernstein 2015 Retirement Strategy Fund |
| Target Date 2016-2020 |
LTHIX |
AllianceBernstein 2020 Retirement Strategy Fund |
| Target Date 2021-2025 |
LTJIX |
AllianceBernstein 2025 Retirement Strategy Fund |
| Target Date 2026-2030 |
LTKIX |
AllianceBernstein 2030 Retirement Strategy Fund |
| Target Date 2031-2035 |
LTLIX |
AllianceBernstein 2035 Retirement Strategy Fund |
| Target Date 2036-2040 |
LTSIX |
AllianceBernstein 2040 Retirement Strategy Fund |
| Target Date 2041-2045 |
LTPIX |
AllianceBernstein 2045 Retirement Strategy Fund |
| Target Date 2050+ |
LTQIX |
AllianceBernstein 2050 Retirement Strategy Fund |
| Target Date 2050+ |
LTWIX |
AllianceBernstein 2055 Retirement Strategy Fund |
| unknown |
unknown |
Morgan Stanley Liquid Asset Fund, |
| Moderate Allocation |
SRTDX |
Morgan Stanley Strategist Fund |
| Moderate Allocation |
QGRYX |
Oppenheimer Quest Balanced Fund |
|
| FIXED INCOME |
|
|
| Intermediate Government |
CPTNX |
American Century Government Bond Fund |
| Intermediate-Term Bond |
CINCX |
Calvert Income Fund, |
| Intermediate-Term Bond |
FTRBX |
Federated Investors Total Return Bond Fund |
| Intermediate Government |
USGAX |
Morgan Stanley US Government Securities Fund |
|
| US EQUITY |
|
|
| LARGE BLEND |
ISFIX |
Davis New York Venture Fund, |
| LARGE GROWTH |
DGOYX |
Davis Opportunity Fund |
| LARGE BLEND |
EIUTX |
Eaton Vance Dividend Builder Fund |
| LARGE GROWTH |
CPODX |
Morgan Stanley Cap Opportunities Fund, |
| LARGE BLEND |
VADDX |
Morgan Stanley Equally Weighted S&P 500 Fund |
| LARGE BLEND |
MIGYX |
Oppenheimer Main Street Small Cap Fund |
| MID-CAP BLEND |
QSCYX |
Oppenheimer Small & Mid Cap Value Fund |
| LARGE VALUE |
ACSDX |
Van Kampen Comstock Fund |
| LARGE VALUE |
ACGMX |
Van Kampen Growth & Income Fund, |
| MID-CAP BLEND |
VSPIX |
Victory Special Value Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of LANDAUER, 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
Retirement Plan (401(k)) Info for LANDAUER, INC. 401(k) RETIREMENT SAVINGS PLAN
