HOUGHTON MIFFLIN 401K SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 20
Asset Class |
Ticker
| Description |
FIXED INCOME |
|
|
Intermediate-Term Bond |
PTTRX |
PIMCO Funds: Total Return Fund; Institutional Class Shares |
Intermediate-Term Bond |
VBMFX |
Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares |
|
Others |
|
|
Target Date 2016-2020 |
FFFDX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund |
Target Date 2026-2030 |
FFFEX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund |
Target Date 2036-2040 |
FFFFX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund |
Target Date 2000-2010 |
FFFVX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund |
Target Date 2021-2025 |
FFTWX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund |
Target Date 2000-2010 |
FFFBX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund |
Target Date 2041-2045 |
FFFGX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund |
Target Date 2000-2010 |
FFFCX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund |
Target Date 2011-2015 |
FFVFX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund |
Target Date 2031-2035 |
FFTHX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund |
Moderate Allocation |
FPURX |
Fidelity Puritan Trust: Fidelity Puritan Fund |
|
US EQUITY |
|
|
LARGE BLEND |
PRBLX |
Parnassus Income Funds: Equity Income Fund; Investor Shares |
SMALL VALUE |
JSIVX |
Janus Investment Fund: Perkins Small Cap Value Fund; Class L Shares |
LARGE GROWTH |
CVGRX |
Calamos Investment Trust: Calamos Growth Fund; Class A Shares |
MID-CAP BLEND |
VMCIX |
Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares |
LARGE VALUE |
DODGX |
Dodge & Cox Funds: Dodge & Cox Stock Fund |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Growth |
WBIGX |
William Blair Funds: International Growth Fund; Class N Shares |
Foreign Large Value |
TEMFX |
Templeton Funds |
|
The following is a moderate-risk model portfolio constructed from the investment options of HOUGHTON MIFFLIN 401K SAVINGS 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 HOUGHTON MIFFLIN 401K SAVINGS PLAN