Aqua Pharmaceuticals 401K
Investment Model Portfolios
This plan is created based on users' input.
Total Available Funds: 33
Asset Class |
Ticker
| Description |
REAL ESTATE |
|
|
REAL ESTATE |
FHEIX |
Fidelity Advisor Real Estate I |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
HIEMX |
Virtus Emerging Markets Opportunities I |
|
Others |
|
|
Health |
FSPHX |
Fidelity Select Health Care |
Moderate Allocation |
RLBGX |
American Funds American Balanced R6 |
Natural Resources |
VMIAX |
Vanguard Materials Index Adm |
Retirement Income |
TRRIX |
T. Rowe Price Retirement Income |
Target Date 2011-2015 |
TRRGX |
T. Rowe Price Retirement 2015 |
Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement 2020 |
Target Date 2021-2025 |
TRRHX |
T. Rowe Price Retirement 2025 |
Target Date 2026-2030 |
TRRCX |
T. Rowe Price Retirement 2030 |
Target Date 2031-2035 |
TRRJX |
T. Rowe Price Retirement 2035 |
Target Date 2036-2040 |
TRRDX |
T. Rowe Price Retirement 2040 |
Target Date 2041-2045 |
TRRKX |
T. Rowe Price Retirement 2045 |
Target Date 2046-2050 |
TRRMX |
T. Rowe Price Retirement 2050 |
Target Date 2051 |
TRRNX |
T. Rowe Price Retirement 2055 |
Technology |
PRGTX |
T. Rowe Price Global Technology |
ROOT |
CASH |
MetLife Stable Value Fund |
Conservative Allocation |
FKINX |
Franklin Income A |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
NERYX |
Loomis Sayles Core Plus Bond Y |
|
US EQUITY |
|
|
LARGE BLEND |
JMUEX |
JPMorgan US Equity Instl |
LARGE GROWTH |
SAGYX |
Legg Mason ClearBridge Aggressive Gr I |
LARGE VALUE |
JIVRX |
JPMorgan Intrepid Value R5 |
Mid-Cap Growth |
CMGVX |
Columbia Mid Cap Growth R5 |
SMALL BLEND |
VSMAX |
Vanguard Small Cap Index Adm |
Small Growth |
WSCGX |
Wells Fargo Advantage Small Co Growth I |
SMALL VALUE |
VSIAX |
Vanguard Small Cap Value Index Admiral |
LARGE GROWTH |
TRBCX |
T. Rowe Price Blue Chip Growth |
Mid-Cap Growth |
BUFTX |
Buffalo Discovery |
LARGE BLEND |
VFIAX |
Vanguard 500 Index Admiral |
MID-CAP BLEND |
VIMAX |
Vanguard Mid Cap Index Adm |
|
INTERNATIONAL EQUITY |
|
|
WORLD STOCK |
RWIGX |
American Funds Capital World G/I R6 |
Foreign Large Blend |
RERGX |
American Funds EuroPacific Gr R6 |
EUROPE STOCK |
AEDAX |
Invesco European Growth A |
|
The following is a moderate-risk model portfolio constructed from the investment options of Aqua Pharmaceuticals 401K.
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