Saga Communications, Inc. Employees’ 401(k) Savings and Investment Plan
Investment Model Portfolios
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Total Available Funds: 31
Asset Class |
Ticker
| Description |
Others |
|
|
EQUITY |
PRU |
Prudential rtmt Insurance Company Guaranteed Income Fund |
Moderate Allocation |
VWELX |
Prudential rtmt Insurance Company Vanguard Wellington / Admiral Fund |
EQUITY |
^GSPC |
Prudential rtmt Insurance Company Dryden S P 500 Index Fund |
unknown asset name |
P_5785 |
Prudential rtmt Insurance Company Balanced I / Wellington Management Fund |
Financial |
FSPCX |
Prudential rtmt Insurance Company Fidelity G/I Account |
unknown asset name |
P_5939 |
Prudential rtmt Insurance Company Large Cap Value / LSV Asset Management Fund |
EQUITY |
PRU |
Prudential rtmt Insurance Company Janus Fund |
Moderate Allocation |
OAKBX |
Prudential rtmt Insurance Company Oakmark Equity & Income Class I |
unknown asset name |
P_14320 |
Prudential rtmt Insurance Company Lifetime Aggressive Growth Fund |
unknown asset name |
P_2367 |
Prudential rtmt Insurance Company Lifetime Balanced Fund |
unknown asset name |
P_6099 |
Prudential rtmt Insurance Company International Growth / Artisan Partners |
unknown asset name |
P_14320 |
Prudential rtmt Insurance Company Lifetime Growth Fund |
unknown asset name |
P_14324 |
Prudential rtmt Insurance Company Lifetime Conservative Growth Fund |
Conservative Allocation |
DGIIX |
Prudential rtmt Insurance Company Lifetime Income & Equity Fund |
|
US EQUITY |
|
|
LARGE GROWTH |
FCNTX |
Prudential rtmt Insurance Company Fidelity Contrafund Account |
LARGE GROWTH |
PRGFX |
Prudential rtmt Insurance Company T Rowe Price Growth Stock Fund |
Mid-Cap Growth |
TMDIX |
Prudential rtmt Insurance Company Mid Cap Growth / TimesSquare Fund |
LARGE GROWTH |
TWUIX |
Prudential rtmt Insurance Company American Century Ultra Account |
MID-CAP VALUE |
ARTQX |
Prudential rtmt Insurance Company Mid Cap Growth / Artisan Partners Fund |
SMALL VALUE |
WPGTX |
Prudential rtmt Insurance Company Small Cap Value / Kennedy Capital Fund |
LARGE BLEND |
IFOFX |
Prudential rtmt Insurance Company Mid Cap Value / Integrity Fund |
Small Growth |
LSBYX |
Prudential rtmt Insurance Company Small Cap Blend / WHV Fund |
LARGE VALUE |
OBFOX |
Prudential rtmt Insurance Company Large Cap Value / Barrow Hanley Fund |
LARGE GROWTH |
AMOMX |
Prudential rtmt Insurance Company AllianceBern International Value Fund Class K |
Small Growth |
GTSVX |
Prudential rtmt Insurance Company Aim Small Cap Growth Strategy |
LARGE GROWTH |
VFGAX |
Prudential rtmt Insurance Company Large Cap Blend / Victory Fund |
LARGE BLEND |
FLCEX |
Prudential rtmt Insurance Company Core Bond Enhanced Index / PIM Fund |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
JIEIX |
Prudential rtmt Insurance Company International Blend / Artio Fund |
WORLD STOCK |
OPPAX |
Prudential rtmt Insurance Company Oppenheimer Global Class A |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
FBNDX |
Prudential rtmt Insurance Company Investment Grade Coporate Bond / PIM Fund |
High Yield Bond |
VCHYX |
Prudential rtmt Insurance Company High Yield Bond / Caywood-Scholl Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of Saga Communications, Inc. Employees’ 401(k) Savings and Investment 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 Saga Communications, Inc. Employees’ 401(k) Savings and Investment Plan