CARIBBEAN REFRESCOS, INC. THRIFT PLAN
Investment Model Portfolios
Total Available Funds: 28
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| Intermediate Government |
CCGAX |
BlackRock,Inc. Government Fund |
| Intermediate-Term Bond |
AIIRX |
AIM Advisors Inc. Income Fund |
| Intermediate Government |
AGOVX |
AIM Advisors Inc. U.S. Government Fund |
| Intermediate-Term Bond |
DODIX |
Dodge & Cox Income Fund |
|
| Others |
|
|
| UNKOWN |
unkown |
Merrill Lynch Bank & Trust Company Cash Management Account |
| Moderate Allocation |
BBLIX |
AIM Advisors Inc. Basic Balanced Fund Class N |
| Moderate Allocation |
BBLAX |
AIM Advisors Inc. Basic Balanced Fund Class A |
| Retirement Income |
TRRIX |
T. Rowe Price Retirement Income Fund |
| Target Date 2000-2010 |
TRRFX |
T. Rowe Price Retirement 2005 Fund |
| Target Date 2000-2010 |
TRRAX |
T. Rowe Price Retirement 2010 Fund |
| Target Date 2011-2015 |
TRRGX |
T. Rowe Price Retirement 2015 Fund |
| Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement 2020 Fund |
| Target Date 2021-2025 |
TRRHX |
T. Rowe Price Retirement 2025 Fund |
| Target Date 2026-2030 |
TRRCX |
T. Rowe Price Retirement 2030 Fund |
| Target Date 2031-2035 |
TRRJX |
T. Rowe Price Retirement 2035 Fund |
| Target Date 2036-2040 |
TRRDX |
T. Rowe Price Retirement 2040 Fund |
| Target Date 2041-2045 |
TRRKX |
T. Rowe Price Retirement 2045 Fund |
| Target Date 2050+ |
TRRMX |
T. Rowe Price Retirement 2050 Fund |
| ROOT |
CASH |
Money market substitute |
|
| US EQUITY |
|
|
| SMALL BLEND |
NAESX |
INVESCO Structured Small Cap Value Equity Trust |
| Mid-Cap Growth |
IDICX |
AIM Advisors Inc. Dynamics Fund |
| LARGE GROWTH |
LCIGX |
AIM Advisors Inc. Large Cap Growth Fund |
| MID-CAP VALUE |
JMIVX |
Perkins Mid Cap Value Index Fund |
| LARGE BLEND |
PREIX |
T. Rowe Price Equity Index 500 Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
VGTSX |
INVESCO International Equity Trust |
| WORLD STOCK |
GGAIX |
AIM Advisors Inc. Global Growth Fund |
| Foreign Large Value |
DODFX |
Dodge & Cox International Stock Fund |
| Foreign Large Growth |
JAOSX |
Janus Overseas Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of CARIBBEAN REFRESCOS, INC. THRIFT 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 CARIBBEAN REFRESCOS, INC. THRIFT PLAN
