SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN
Investment Model Portfolios

This plan is created upon a user's request.

Total Available Funds: 24
Asset Class Ticker Description
US EQUITY
Small Growth LMOIX LMOIX
SMALL VALUE NOSGX NOSGX
LARGE GROWTH TRBCX TRBCX
LARGE BLEND TRSCX TRSCX
LARGE BLEND VTSAX VTSAX
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFISX
Foreign Large Blend DODFX DODFX
Foreign Large Growth IGFRX IGFRX
Foreign Large Blend VTIAX VTIAX
REAL ESTATE
REAL ESTATE VGSLX VGSLX
FIXED INCOME
Intermediate-Term Bond JCBUX JCBUX
Intermediate-Term Bond TIBFX TIBFX
Intermediate-Term Bond VBTLX VBTLX
Others
Target Date 2000-2010 TLTIX TLTIX
Target Date 2011-2015 TLFIX TLFIX
Target Date 2016-2020 TLWIX TLWIX
Target Date 2021-2025 TLQIX TLQIX
Target Date 2026-2030 TLHIX TLHIX
Target Date 2031-2035 TLYIX TLYIX
Target Date 2036-2040 TLZIX TLZIX
Target Date 2041-2045 TLXIX TLXIX
Target Date 2046-2050 TLLIX TLLIX
Target Date 2051 TTIIX TTIIX
Retirement Income TRILX TRILX

The following is a moderate-risk model portfolio constructed from the investment options of SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC 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