JARDEN CORPORATION SAVINGS AND RETIREMENT PLAN
Investment Model Portfolios
Total Available Funds: 17
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| MID-CAP BLEND |
DSERX |
Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class I Shares |
| SMALL VALUE |
PCVAX |
Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares |
| Small Growth |
ALSAX |
Alger Funds: Alger Small Cap Growth Fund; Class A Shares |
| LARGE VALUE |
MADVX |
BlackRock Equity Dividend Fund; Institutional Shares |
| LARGE GROWTH |
STRFX |
Wells Fargo Funds Trust: Wells Fargo Advantage Large Cap Growth Fund; Investor Class Shares |
| LARGE VALUE |
GSLAX |
Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares |
| LARGE GROWTH |
AGTHX |
Growth Fund of America |
|
| Others |
|
|
| Target Date 2016-2020 |
JTTAX |
JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares |
| Target Date 2000-2010 |
JSWAX |
JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Class A Shares |
| Target Date 2036-2040 |
SMTAX |
JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Class A Shares |
| Target Date 2046-2050 |
JTSAX |
JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Class A Shares |
| Target Date 2026-2030 |
JSMAX |
JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
WFEAX |
Wells Fargo Funds Trust: Wells Fargo Advantage International Equity Fund; Class A Shares |
| WORLD STOCK |
EKGAX |
Wells Fargo Funds Trust: Wells Fargo Advantage Global Opportunities Fund; Class A Shares |
| Foreign Large Growth |
TGVAX |
Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares |
|
| FIXED INCOME |
|
|
| WORLD BOND |
ESICX |
Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Institutional Class Shares |
| Intermediate-Term Bond |
PTTAX |
PIMCO Funds: Total Return Fund; Class A Shares |
|
The following is a moderate-risk model portfolio constructed from the investment options of JARDEN CORPORATION SAVINGS AND 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
