Dartmouth Hitchcock 403b Retirement Plan
Investment Model Portfolios
This plan was created based on a user's request.
Total Available Funds: 36
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
SMALL VALUE |
PVADX |
Allianz NFJ Small Cap Value Admin |
Mid-Cap Growth |
ARTMX |
Artisan Mid Cap Inv |
MID-CAP VALUE |
FLMVX |
JPMorgan Mid Cap Value Instl |
SMALL BLEND |
OTCFX |
T. Rowe Price Small-Cap Stock |
LARGE VALUE |
SSHFX |
Sound Shore |
LARGE BLEND |
VINIX |
Vanguard Institutional Index |
Mid-Cap Growth |
EVSEX |
Eaton Vance Special Equities A |
LARGE GROWTH |
FCNTX |
Fidelity Contrafund |
LARGE GROWTH |
PRGFX |
T. Rowe Price Growth Stock |
|
Others |
|
|
Technology |
DRGTX |
Allianz RCM Technology Instl |
World Allocation |
MALOX |
BlackRock Global Allocation I |
Moderate Allocation |
DODBX |
Dodge & Cox Balanced |
ROOT |
DSEFX |
Domini Social Eq |
ROOT |
CASH |
T.Rowe Price Summit Cash Reserve |
Target Date 2000-2010 |
TRRFX |
T. Rowe Price Retirement 2005 |
Target Date 2000-2010 |
TRRAX |
T. Rowe Price Retirement 2010 |
Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement 2020 |
Target Date 2000-2010 |
TRRFX |
T. Rowe Price Retirement 2005 |
Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement 2020 |
Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement 2020 |
Retirement Income |
TRRIX |
T. Rowe Price Retirement Income |
Target Date 2031-2035 |
TRRJX |
T. Rowe Price Retirement 2035 |
Retirement Income |
TRRIX |
T. Rowe Price Retirement Income |
Target Date 2050+ |
TRRMX |
T. Rowe Price Retirement 2050 |
Target Date 2050+ |
TRRMX |
T. Rowe Price Retirement 2050 |
|
INTERNATIONAL EQUITY |
|
|
FOREIGN SMALL/MID GROWTH |
PRIDX |
T. Rowe Price International Discovery |
Foreign Large Value |
QFVIX |
Quant Foreign Value Institutional |
Foreign Large Blend |
FIGRX |
Fidelity International Discovery |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
ODVYX |
Oppenheimer Developing Markets Y |
|
REAL ESTATE |
|
|
REAL ESTATE |
TRREX |
T. Rowe Price Real Estate |
REAL ESTATE |
TRREX |
T. Rowe Price Real Estate |
|
FIXED INCOME |
|
|
High Yield Bond |
SPHIX |
Fidelity High Income |
Inflation-Protected Bond |
PARRX |
PIMCO Real Return Admin |
Intermediate-Term Bond |
PTRAX |
PIMCO Total Return Admin |
WORLD BOND |
TGBAX |
Templeton Global Bond Adv |
Intermediate Government |
USGDX |
Morgan Stanley U.S. Govt Secs I |
|
The following is a moderate-risk model portfolio constructed from the investment options of Dartmouth Hitchcock 403b 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