Garmin International, Inc. 401(k) and Pension Plan
Investment Model Portfolios
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Total Available Funds: 33
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
SMALL VALUE |
PSVIX |
Allianz NFJ Small Cap Value Instl |
SMALL VALUE |
AVFIX |
American Beacon Small Cp Val Inst |
Mid-Cap Growth |
ACRNX |
Columbia Acorn Z |
Small Growth |
VISCX |
Invesco Van Kampen Small Cap Gr Y |
LARGE VALUE |
PRFDX |
T. Rowe Price Equity Income |
LARGE GROWTH |
PRGFX |
T. Rowe Price Growth Stock |
Mid-Cap Growth |
RPMGX |
T. Rowe Price Mid-Cap Growth |
MID-CAP VALUE |
TRMCX |
T. Rowe Price Mid-Cap Value |
SMALL BLEND |
PRSVX |
T. Rowe Price Small-Cap Value |
LARGE BLEND |
VINIX |
VVanguard Institutional Index Instl |
MID-CAP BLEND |
VMISX |
Vanguard Mid Cap Index Signal |
SMALL BLEND |
VSISX |
Vanguard Small Cap Index Signal |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Value |
JNUSX |
JPMorgan International Value I |
Foreign Large Growth |
OIGYX |
Oppenheimer International Growth Y |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
LZEMX |
Lazard Emerging Markets Equity Instl |
|
Others |
|
|
Moderate Allocation |
OAKBX |
Oakmark Equity & Income I |
Target Date 2000-2010 |
TRRFX |
RETIREMENT 2005 FUND |
Target Date 2000-2010 |
TRRAX |
RETIREMENT 2010 FUND |
Target Date 2011-2015 |
TRRGX |
RETIREMENT 2015 FUND |
Target Date 2016-2020 |
TRRBX |
RETIREMENT 2020 FUND |
Target Date 2021-2025 |
TRRHX |
RETIREMENT 2025 FUND |
Target Date 2026-2030 |
TRRCX |
RETIREMENT 2030 FUND |
Target Date 2031-2035 |
TRRJX |
RETIREMENT 2035 FUND |
Target Date 2036-2040 |
TRRDX |
RETIREMENT 2040 FUND |
Target Date 2041-2045 |
TRRKX |
RETIREMENT 2045 FUND |
Target Date 2046-2050 |
TRRMX |
RETIREMENT 2050 FUND |
Target Date 2051+ |
TRRNX |
RETIREMENT 2055 FUND |
Retirement Income |
TRRIX |
T. Rowe Price Retirement Income |
ROOT |
CASH |
T. Rowe Price Prime Reserve |
|
REAL ESTATE |
|
|
REAL ESTATE |
OBRTX |
Old Mutual Heitman REIT Z |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
Intermediate-Term Bond |
PRCIX |
T. Rowe Price New Income |
SHORT GOVERNMENT |
STABLEVALUE |
Stable Value Common Trust Fund (Class B) |
|
The following is a moderate-risk model portfolio constructed from the investment options of Garmin International, Inc. 401(k) and Pension 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