Friendly Ford 401(k) Retirement Plan
Investment Model Portfolios

Friendly Ford 401(k) Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Total Available Funds: 26
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE principal stable value fund
Muni National Long PTEAX prin bond emph bal sep acct-r6
Muni National Long noticker prin stock emph bal sep act-r6
Intermediate Government PRCMX prin govt & ho bond sa-r6
Inflation-Protected Bond PIFSX prin u.s. property sep acct-r6
Intermediate-Term Bond PBMPX prin bond and mortgage sa-r6
US EQUITY
SMALL BLEND PSBPX prin smcap blend sep acct -r6
MID-CAP BLEND PMBPX prin mid cap blend sep acct-r6
SMALL BLEND PSSPX prin intl smallcap sep acct-r6
LARGE GROWTH PDPPX prin lgcap growth sep acct-r6
LARGE BLEND PLFPX prin lgcap s&p 500 index sa-r6
MID-CAP VALUE PABVX prin midcap value i sa-r6
Mid-Cap Growth PPQPX prin midcap growth iii sa-r6
LARGE BLEND PPZPX prin largecap blend ii sa-r6
LARGE VALUE PPSRX prin largecap value iii sa-r6
Small Growth PPMPX prin smallcap growth ii sa-r6
SMALL VALUE PLARX prin smallcap value ii sa-r6
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX prin intl emerg markets sa-r6
INTERNATIONAL EQUITY
Foreign Large Blend PINPX prin diversified intl sa-r6
Others
Target Date 2000-2010 PTAPX prin lifetime 2010 sep acct-r6
Target Date 2016-2020 PTBPX prin lifetime 2020 sep acct-r6
Target Date 2026-2030 PTCPX prin lifetime 2030 sep acct-r6
Target Date 2036-2040 PTDPX prin lifetime 2040 sep acct-r6
Target Date 2050+ PTEFX prin lifetime 2050 sep acct-r6
Retirement Income PLSPX prin lifetime strat inc sa-r6
EQUITY PFG prin fin grp inc stock sa-r6

The following is a moderate-risk model portfolio constructed from the investment options of Friendly Ford 401(k) 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


Retirement Plan (401(k)) Info for Friendly Ford 401(k) Retirement Plan

Click here for more plan details and features ►