ADTRAN, INC. 401(k) RETIREMENT PLAN
Investment Model Portfolios
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Total Available Funds: 36
Asset Class |
Ticker
| Description |
Others |
|
|
ROOT |
CASH |
Fidelity Investments rtmt Money Mkt Fund |
ROOT |
CASH |
Fidelity Investments U. S. Treasury Money Mkt Fund |
unknown |
unknown |
Fidelity Investments Managed Income Portfolio Fund |
Moderate Allocation |
FBALX |
Fidelity Investments Balanced Fund |
Target Date 2000-2010 |
FFFBX |
Fidelity Investments Freedom 2000 Fund Short horizon SAF fund |
Target Date 2000-2010 |
FFFCX |
Fidelity Investments Freedom 2010 Fund interm horizon SAF fund |
Target Date 2016-2020 |
FFFDX |
Fidelity Investments Freedom 2020 Fund Inter/Long horizon SAF fund |
Retirement Income |
FFFAX |
Fidelity Investments Freedom Income Fund |
Target Date 2026-2030 |
FFFEX |
Fidelity Investments Freedom 2030 Fund |
Target Date 2036-2040 |
FFFFX |
Fidelity Investments Freedom 2040 Fund |
Target Date 2000-2010 |
FFFVX |
Fidelity Investments Freedom 2005 Fund |
Target Date 2011-2015 |
FFVFX |
Fidelity Investments Freedom 2015 Fund |
Target Date 2021-2025 |
FFTWX |
Fidelity Investments Freedom 2025 Fund |
Target Date 2031-2035 |
FFTHX |
Fidelity Investments Freedom 2035 Fund |
Target Date 2041-2045 |
FFFGX |
Fidelity Investments Freedom 2045 Fund |
Target Date 2050+ |
FFFHX |
Fidelity Investments Freedom 2050 Fund |
|
US EQUITY |
|
|
LARGE VALUE |
FEIBX |
Fidelity Investments Equity Income Fund Value & income fund |
LARGE GROWTH |
FGIOX |
Fidelity Investments Fidelity Fund Growth & income |
Small Growth |
SMPDX |
Morgan Stanley Small Company Growth Portfolio Special equity fund |
LARGE BLEND |
FUSEX |
Fidelity Investments Spartan US Equity Index Fund |
Mid-Cap Growth |
FDEGX |
Fidelity Investments Aggressive Growth Fund Aggressive equity fund |
LARGE GROWTH |
FBGRX |
Fidelity Investments Blue Chip Fund Equity growth fund |
LARGE GROWTH |
FGCKX |
Fidelity Investments Growth Company Fund |
MID-CAP BLEND |
FLPSX |
Fidelity Investments Low Price Stock Fund |
MID-CAP BLEND |
CBMBX |
Wells Fargo Adv C B Mid Cap Value Institutional |
LARGE BLEND |
NPRTX |
Neuberger Berman Partners Investment |
Mid-Cap Growth |
RIMSX |
Rainer Investment Management Inc. Small/Mid Cap Equity Institutional Fund domestic equity |
LARGE VALUE |
AAGPX |
American Beacon Advisors Inc. Large Cap Value Institutional Fund |
LARGE BLEND |
unfound |
RS Investments RS Partners Y |
SMALL BLEND |
IWSAX |
Wells Fargo Adv Mid Cap Disciplined |
LARGE GROWTH |
FCNTX |
Fidelity Investments Contra Fund |
MID-CAP BLEND |
FLVCX |
Fidelity Investments Leveraged Company Stock domestic equity |
|
FIXED INCOME |
|
|
Intermediate Government |
FGOVX |
Fidelity Investments Government Income Fund interm government |
Intermediate-Term Bond |
FBIDX |
Fidelity Investments US bond Index Fund Government/corporate bond fund |
Multisector Bond |
LSBDX |
Loomis Sayles Company Bond Institutional Fund |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Growth |
FDIVX |
Fidelity Investments Diversified International Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of ADTRAN, INC. 401(k) RETIREMENT 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 ADTRAN, INC. 401(k) RETIREMENT PLAN