Raymond James Financial Inc 401K Plan
Investment Model Portfolios
Total Available Funds: 38
Asset Class |
Ticker
| Description |
FIXED INCOME |
|
|
Intermediate-Term Bond |
PMSIX |
Principal Bond and Mortgage |
High Yield Bond |
FHNIX |
Fidelity Advisor High Income |
Intermediate Government |
FKUSX |
Franklin U.S. Government Securities A |
WORLD BOND |
OIBAX |
Oppenheimer International Bond A |
|
Others |
|
|
Retirement Income |
PLSIX |
Principal Lifetime Strategic |
Target Date 2000-2010 |
PTTIX |
Principal Lifetime 2010 |
Target Date 2011-2015 |
LTINX |
Principal Lifetime 2015 |
Target Date 2016-2020 |
PLWIX |
Principal Lifetime 2020 |
Target Date 2021-2025 |
LTSTX |
Principal Lifetime 2025 |
Target Date 2026-2030 |
PMTIX |
Principal Lifetime 2030 |
Target Date 2031-2035 |
LTIUX |
Principal Lifetime 2035 |
Target Date 2036-2040 |
PTDIX |
Principal Lifetime 2040 |
Target Date 2041-2045 |
LTRIX |
Principal Lifetime 2045 |
Target Date 2050+ |
PPLIX |
Principal Lifetime 2050 |
Target Date 2050+ |
LTFIX |
Principal Lifetime 2055 |
ROOT |
CASH |
Principal Money Market |
ROOT |
CASH |
T. Rowe Price US Treasury Money |
ROOT |
CASH |
Vanguard Treasury Money Market |
|
US EQUITY |
|
|
LARGE BLEND |
PLFPX |
Principal Large Cap S&P 500 Index |
LARGE GROWTH |
PPIIX |
Principal Large Growth II |
MID-CAP VALUE |
PVMIX |
Principal Mid Cap Value I |
MID-CAP BLEND |
PCBIX |
Principal Mid Cap Blend |
Mid-Cap Growth |
PGWIX |
Principal Mid Cap Growth III |
LARGE BLEND |
HIGJX |
Eagle Growth and Income |
LARGE GROWTH |
HRCMX |
Eagle Cap Appr R5 |
Mid-Cap Growth |
HMRSX |
Eagle Mid Cap Stock R5 |
Small Growth |
HSRSX |
Eagle Small Cap Growth R5 |
LARGE GROWTH |
RAFFX |
American Funds Amcap R5 |
SMALL VALUE |
CSMIX |
Columbia Small Cap Value |
Small Growth |
VSEAX |
JP Morgan Small Cap Equity A |
Small Growth |
LSBYX |
Lord Abbett Small Cap |
LARGE VALUE |
AADEX |
American Beacon Large Cap VI |
LARGE VALUE |
EHSTX |
Eaton Vance Large Cap Value A |
LARGE BLEND |
LLPFX |
Longleaf Partners |
|
REAL ESTATE |
|
|
REAL ESTATE |
PIREX |
Principal US Property |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
PIEIX |
Principal International Emerging Markets |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
REREX |
American Funds Europacific Growth R5 |
Foreign Large Value |
DODFX |
Dodge & Cox International Stock |
|
The following is a moderate-risk model portfolio constructed from the investment options of Raymond James Financial 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 Raymond James Financial Inc 401K Plan (RJF)