PREMIERE GLOBAL SERVICES INC. 401K PLAN
Investment Model Portfolios
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Total Available Funds: 25
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| ULTRASHORT BOND |
NVSIX |
Wells Fargo Collective Stable Return fund |
| High Yield Bond |
RITFX |
American Funds Group High Income Trust fund, |
| WORLD BOND |
OIBYX |
Oppenheimer International Bond fund, |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
WFIEX |
Wells Fargo Collective International equity Index fund |
| FOREIGN SMALL/MID GROWTH |
ACINX |
Columbia corn International fund, |
| Foreign Large Value |
VTRIX |
Vanguard International Value fund, |
|
| US EQUITY |
|
|
| LARGE BLEND |
VINIX |
Wells Fargo Collective S&P 500 Index fund, |
| LARGE VALUE |
PNEAX |
Allianz Global Investors Allianz NFJ Dividends Value fund, |
| SMALL VALUE |
PSVIX |
Allianz Global Investors Allianz NFJ Small -Cap Value fund, |
| LARGE GROWTH |
RGAFX |
American Funds Group Growth Fund of America fund, |
| LARGE BLEND |
NYVRX |
Davis Funds Davis NY Venture fund, |
| Small Growth |
NBMIX |
Neuberger Berman Small Cap Growth fund, |
|
| Others |
|
|
| unknown |
unknown |
Wells Fargo Collective US Aggregate Bond Index fund, |
| Target Date 2000-2010 |
WFOAX |
Wells Fargo Advantage Dow Jones Target 2010 fund, |
| Target Date 2011-2015 |
WFSCX |
Wells Fargo Advantage Dow Jones Target 2015 fund, |
| Target Date 2016-2020 |
WFOBX |
Wells Fargo Advantage Dow Jones Target 2020 fund, |
| Target Date 2021-2025 |
WFTYX |
Wells Fargo Advantage Dow Jones Target 2025 fund, |
| Target Date 2026-2030 |
WFOOX |
Wells Fargo Advantage Dow Jones Target 2030 fund, |
| Target Date 2031-2035 |
WFQRX |
Wells Fargo Advantage Dow Jones Target 2035 fund, |
| Target Date 2036-2040 |
WFOSX |
Wells Fargo Advantage Dow Jones Target 2040 fund, |
| Target Date 2041-2045 |
WFQPX |
Wells Fargo Advantage Dow Jones Target 2045 fund, |
| Target Date 2050+ |
WFQFX |
Wells Fargo Advantage Dow Jones Target 2050 fund, |
| Retirement Income |
WFBTX |
Wells Fargo Advantage Dow Jones Target Today fund |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
FEMKX |
Fidelity Emerging Markets fund, |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
FARCX |
First American Funds Real Estate Secs fund, |
|
The following is a moderate-risk model portfolio constructed from the investment options of PREMIERE GLOBAL SERVICES INC. 401K 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 PREMIERE GLOBAL SERVICES INC. 401K PLAN
