SUPPLEMENTAL INCOME 401K PLAN
Investment Model Portfolios
Total Available Funds: 17
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Health |
SHSAX |
BlackRock Funds: BlackRock Health Sciences Opportunities Portfolio; Investor A Shares |
| Target Date 2031-2035 |
FATHX |
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2035 Fund; Class A Shares |
| Target Date 2026-2030 |
FAFEX |
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2030 Fund; Class A Shares |
| Target Date 2036-2040 |
FAFFX |
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2040 Fund; Class A Shares |
| Target Date 2000-2010 |
FACFX |
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2010 Fund; Class A Shares |
| Technology |
RAGTX |
Allianz Funds: AllianzGI Technology Fund; Class A Shares |
| Target Date 2021-2025 |
FATWX |
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2025 Fund; Class A Shares |
| Target Date 2046-2050 |
FFFLX |
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2050 Fund; Class A Shares |
| Target Date 2016-2020 |
FDAFX |
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2020 Fund; Class A Shares |
| Target Date 2011-2015 |
FFVAX |
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2015 Fund; Class A Shares |
| Target Date 2041-2045 |
FFFZX |
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2045 Fund; Class A Shares |
|
| US EQUITY |
|
|
| Mid-Cap Growth |
FIIAX |
Fidelity Advisor Series I: Fidelity Advisor Mid Cap II Fund; Class A Shares |
| LARGE VALUE |
AWSHX |
Washington Mutual Investors Fund; Class A Shares |
| Small Growth |
GTSAX |
AIM Growth Series (Invesco Growth Series): Invesco Small Cap Growth Fund; Class A Shares |
| SMALL VALUE |
NSVAX |
Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares |
| LARGE GROWTH |
MDFGX |
BlackRock Capital Appreciation Fund |
|
| FIXED INCOME |
|
|
| Multisector Bond |
LSBDX |
Loomis Sayles Funds I: Natixis Loomis Sayles Bond Fund; Institutional Class |
|
The following is a moderate-risk model portfolio constructed from the investment options of SUPPLEMENTAL INCOME 401K 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 SUPPLEMENTAL INCOME 401K PLAN
