SAS 401K PLAN AND TRUST
Investment Model Portfolios

Here is info from a user:

The assets are listed below.  All have a 30-day hold on purchased assets.   The plan uses a number of lifetime assets called PYR COR LFC and none have symbols so I substituted the Fidelity assets.

Total Available Funds: 27
Asset Class Ticker Description
US EQUITY
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE BLEND VINIX Vanguard Institutional Index Instl
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
SMALL BLEND NBGNX Neuberger Berman Genesis Inv
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
Small Growth PAMAX Virtus Small-Cap Growth A
LARGE BLEND ANCFX American Funds Fundamental Investors A
INTERNATIONAL EQUITY
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv
Others
Technology FSPTX Fidelity Select Technology
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
NotFound DVMKX DVMKX
ROOT CASH Federated UST Cash Reserve
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return D
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst

The following is a moderate-risk model portfolio constructed from the investment options of SAS 401K PLAN AND TRUST.

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


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