Bloomberg LP 401K
Investment Model Portfolios

Bloomberg L.P. is a financial software services, news and data company created by Michael Bloomberg in 1981.

The New York-based company employs more than 10,000 people in over 135 offices around the world. Bloomberg is about information: accessing it, reporting it, analyzing it and distributing it, faster and more accurately than any other organization. The BLOOMBERG PROFESSIONAL® service, the core product of Bloomberg, is the fastest-growing real-time financial information network in the world.

Plan investment options

Total Available Funds: 16
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 1.02%
Foreign Large Blend VDMIX Vanguard Developed Markets Index Instl 0.2%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 0.42%
ROOT CASH Vanguard Prime Money Market Instl NA
US EQUITY
LARGE BLEND LMVTX Legg Mason Cap Mgmt Value I 1.02%
LARGE VALUE VWNDX Vanguard Explorer/Admrl 0.32%
LARGE GROWTH FCNTX Fidelity Contrafund 0.55%
SMALL BLEND RTRIX Royce Fund Total Return/Instl 1.95%
LARGE VALUE SWDSX Schwab Institutional Large Cap Value Retirement, 0.89%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 0.05%
LARGE BLEND VIIIX Vanguard Institutional Index Instl 0.02%
LARGE GROWTH HACAX Harbor Capital Appreciation Instl 1.04%
MID-CAP BLEND VMCIX Vanguard Mid Capitalization Index Ins 0.04%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 0.83%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 0.15%
SHORT GOVERNMENT TSPGFUND Galliard Managed Income Fund 25, NA
Average Expense Ratio: 0.61%

The following is a moderate-risk model portfolio constructed from the investment options of Bloomberg LP 401K.

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 Bloomberg LP 401K

Click here for more plan details and features ►


Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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