Penn Mutual Agents 401(k) Plan
Investment Model Portfolios

Penn Mutual Agents 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Total Available Funds: 29
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Fund E
High Yield Bond PRHYX Penn Series Funds T. Rowe Price Associates, Inc., High Yield Bond Fund
Others
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund
ROOT unknow Penn Series Funds T. Rowe Price Associates, Inc., Large Growth Stock Fund
noticker noticker Penn Series Funds T. Rowe Price Associates, Inc., Flexibly Managed Fund
ROOT unknow Penn Series Funds Vontobel Asset Management, Inc. International Equity Fund
ROOT unknow Penn Series Funds Independence Capital Management, Inc., Quality Bond Fund
ROOT unknow Penn Series Funds Oppenheimer Funds Large Cap Value Fund
ROOT unknow Penn Series Funds Oppenheimer Capital Small Cap Growth Fund
ROOT unknow Penn Series Funds Heitman Real Estate Securities, LLC, Real Estate Investment Trust Fund
ROOT unknow Penn Series Funds State Street Developed International Fund
ROOT unknow Penn Series Funds State Street Small Cap Index
US EQUITY
LARGE BLEND SVSPX Penn Series Funds State Street Global Advisors Index 500
MID-CAP VALUE LMCYX Penn Series Funds Lord, Abbett & Co. LLC, Mid Core Value Fund
Mid-Cap Growth TMGFX Penn Series Funds Turner Investment Partners, Inc., Mid Cap Growth Fund
SMALL VALUE GSSIX Penn Series Funds Goldman Sachs Asset Management, L.P., Small Cap Value Fund
Mid-Cap Growth NBHRX Penn Series Funds Neuberger Berman Mid Cap Value Fund
LARGE GROWTH WWCIX Penn Series Funds Wells Capital Large Core Growth
LARGE VALUE ERSTX Penn Series Funds Eaton Vance Large Core Value
Emerging Market
DIVERSIFIED EMERGING MKTS MSRIX Penn Series Funds Van Kampen Emerging Markets Equity

The following is a moderate-risk model portfolio constructed from the investment options of Penn Mutual Agents 401(k) 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 Penn Mutual Agents 401(k) Plan

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