Five9 Retirement 401K
Investment Model Portfolios

This plan is created upon a user's request Five9 (www.five9.com). 

Total Available Funds: 16
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond SGHSX DWS High Income Plus S
US EQUITY
LARGE VALUE CABDX AllianceBernstein Growth & Income A
LARGE VALUE KDCAX DWS Large Cap Value A
LARGE BLEND FRDPX Franklin Rising Dividends A
LARGE GROWTH PCFAX Allianz CCM Capital Appreciation A
LARGE GROWTH GSCGX Goldman Sachs Capital Growth A
Mid-Cap Growth ALMRX Alger Mid Cap Growth Institutional I
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
Small Growth ALSRX Alger Small Cap Growth Institutional I
LARGE BLEND SVSPX SSgA S&P 500 Index
LARGE BLEND SVSPX SSgA S&P MidCap Index
SMALL BLEND SSCRX SSgA Russell Small Cap Index
INTERNATIONAL EQUITY
Foreign Large Growth JIGRX Janus Overseas S
WORLD STOCK TEGRX Templeton Growth R
Others
ROOT CASH SSgA Government Money Market

The following is a moderate-risk model portfolio constructed from the investment options of Five9 Retirement 401K.

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