SAVINGS AND SECURITY PLAN OF THE LOCKPORT and WATERBURY FACILITIES
Investment Model Portfolios
--
Total Available Funds: 23
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| MID-CAP VALUE |
AFSVX |
Alliance Bernstein Small Mid Cap Value Fund |
| LARGE GROWTH |
AGTHX |
American Funds Growth Fund of America |
| LARGE VALUE |
MEIIX |
MFS Value Fund |
| Small Growth |
MSSGX |
MSIF Small Company Growth Fund |
| LARGE BLEND |
SVSPX |
State Street Global Advisors S&P 500 Flagship SL Series Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
AEPGX |
American Funds Europacific Growth Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Market Index Fund |
| Long-Term Bond |
VBLTX |
BlackRock Global Investors, Long Term Government Bond Index Fund |
| Intermediate Government |
TGMBX |
BlackRock, Mortgage-Backed Sec Index Fund |
|
| Others |
|
|
| unknown asset name |
ssga |
State Street Global Advisors Target Retirement Income 2015 SL Series Fund |
| unknown asset name |
P_5911 |
State Street Global Advisors Target Retirement Income 2020 SL Series Fund |
| unknown asset name |
P_5911 |
State Street Global Advisors Target Retirement Income 2025 SL Series Fund |
| unknown asset name |
P_5911 |
State Street Global Advisors Target Retirement Income 2030 SL Series Fund |
| unknown asset name |
P_5911 |
State Street Global Advisors Target Retirement Income 2035 SL Series Fund |
| unknown asset name |
P_5911 |
State Street Global Advisors Target Retirement Income 2040 SL Series Fund |
| unknown asset name |
P_5911 |
State Street Global Advisors Target Retirement Income 2045 SL Series Fund |
| unknown asset name |
unknown |
BlackRock, 1-3 Year Government Bond Index Fund |
| unknown |
unknown |
BlackRock, 1-3 Year Credit Bond Index Fund |
| unknown |
unknown |
BlackRock, Asset-Backed Sec Index Fund |
| unknown asset name |
unknown |
BlackRock, Comm Mortgage-Backed Sec Fund |
| unknown |
unknown |
BlackRock, Int Term Credit Bond Index Fund |
| unknown |
unknown |
BlackRock, Int Term Government Bond Index Fund |
| unknown |
unknown |
BlackRock, Long Term Government Bond Index Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of SAVINGS AND SECURITY PLAN OF THE LOCKPORT and WATERBURY FACILITIES.
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
