City of Los Angeles Premiere Deferred Compensation Plan
Investment Model Portfolios

Premiere Global Services, Inc. (Ticker:PGI) has the "City of Los Angeles Premiere Deferred Compensation Plan".

Plan investment options

Total Available Funds: 12
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 0.65%
Foreign Large Blend BTAEX DWS EAFE Equity Index Institutional Fund 0.27%
Others
ROOT CASH FDIC Insured Savings Account NA
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Plus Fund 0.02%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Institutional 0.04%
LARGE GROWTH AGTHX American Funds Growth Fund of America A 0.3%
LARGE BLEND AIVSX American Funds Investment Company of America A 0.27%
LARGE BLEND HIACX Hartford Capital Appreciation HLS - CL IA 0.92%
SMALL BLEND SVSCX SSgA Russell 2000 Index NL Fund -S 1.1%
MID-CAP VALUE LZMIX Lazard Mid Cap Institutional 0.93%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 0.83%
Intermediate-Term Bond VBTIX Vanguard Total Bond market Index Fund Inst. 0.15%
Average Expense Ratio: 0.5%

The following is a moderate-risk model portfolio constructed from the investment options of City of Los Angeles Premiere Deferred Compensation 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


Click here for more plan details and features ►


Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
Get Started