AMERICAN PUBLIC MEDIA RETIREMENT PLAN
Investment Model Portfolios
Total Available Funds: 306
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE VALUE |
EILVX |
eilvx |
LARGE GROWTH |
FGCKX |
fgckx |
LARGE BLEND |
FXSIX |
fxsix |
Mid-Cap Growth |
APHMX |
aphmx |
MID-CAP BLEND |
FLPKX |
flpkx |
Small Growth |
PENNX |
pennx |
LARGE GROWTH |
GXXAX |
gxxax |
LARGE GROWTH |
GXXIX |
gxxix |
LARGE VALUE |
AADEX |
aadex |
LARGE GROWTH |
RAFGX |
rafgx |
LARGE VALUE |
RMFGX |
rmfgx |
LARGE BLEND |
RFNGX |
rfngx |
LARGE GROWTH |
RGAGX |
rgagx |
LARGE BLEND |
RICGX |
ricgx |
LARGE GROWTH |
RNGGX |
rnggx |
LARGE VALUE |
RWMGX |
rwmgx |
LARGE GROWTH |
ALARX |
alarx |
LARGE VALUE |
NFJEX |
nfjex |
LARGE GROWTH |
MCFYX |
mcfyx |
LARGE GROWTH |
CEYIX |
ceyix |
LARGE BLEND |
LMVFX |
lmvfx |
LARGE VALUE |
KDHAX |
kdhax |
LARGE BLEND |
DIEQX |
dieqx |
LARGE GROWTH |
DWOAX |
dwoax |
LARGE GROWTH |
DREQX |
dreqx |
LARGE GROWTH |
FBGKX |
fbgkx |
LARGE VALUE |
FBCVX |
fbcvx |
LARGE GROWTH |
FCAKX |
fcakx |
LARGE GROWTH |
FCNKX |
fcnkx |
LARGE BLEND |
FDEKX |
fdekx |
LARGE BLEND |
FDGKX |
fdgkx |
LARGE VALUE |
FETKX |
fetkx |
LARGE VALUE |
FEIKX |
feikx |
LARGE GROWTH |
FEXKX |
fexkx |
LARGE GROWTH |
FFTYX |
fftyx |
LARGE GROWTH |
FTQGX |
ftqgx |
LARGE GROWTH |
FFDKX |
ffdkx |
LARGE BLEND |
FGIKX |
fgikx |
LARGE GROWTH |
FGDKX |
fgdkx |
LARGE GROWTH |
FDFKX |
fdfkx |
LARGE BLEND |
FLCSX |
flcsx |
LARGE BLEND |
FLCEX |
flcex |
LARGE GROWTH |
FLGEX |
flgex |
LARGE VALUE |
FLVEX |
flvex |
LARGE GROWTH |
FMGKX |
fmgkx |
LARGE BLEND |
FGRTX |
fgrtx |
LARGE GROWTH |
FMILX |
fmilx |
LARGE GROWTH |
FOCKX |
fockx |
LARGE VALUE |
FSLVX |
fslvx |
LARGE GROWTH |
FTRNX |
ftrnx |
LARGE BLEND |
FVDKX |
fvdkx |
LARGE VALUE |
MUTHX |
muthx |
LARGE VALUE |
ACGMX |
acgmx |
LARGE VALUE |
VVOAX |
vvoax |
LARGE GROWTH |
MSEGX |
msegx |
LARGE BLEND |
NBFCX |
nbfcx |
LARGE GROWTH |
NBGTX |
nbgtx |
LARGE VALUE |
NBPTX |
nbptx |
LARGE GROWTH |
NBSLX |
nbslx |
LARGE BLEND |
OAKMX |
oakmx |
LARGE BLEND |
OAKLX |
oaklx |
LARGE BLEND |
FLAUX |
flaux |
LARGE GROWTH |
FMELX |
fmelx |
LARGE VALUE |
FKMOX |
fkmox |
LARGE BLEND |
FSTVX |
fstvx |
LARGE BLEND |
TFFIX |
tffix |
LARGE GROWTH |
USAAX |
usaax |
LARGE BLEND |
USISX |
usisx |
LARGE GROWTH |
SGRNX |
sgrnx |
LARGE GROWTH |
STRFX |
strfx |
Mid-Cap Growth |
ALMRX |
almrx |
Mid-Cap Growth |
MCMYX |
mcmyx |
MID-CAP BLEND |
CAAPX |
caapx |
MID-CAP BLEND |
ARGFX |
argfx |
Mid-Cap Growth |
BARAX |
barax |
Mid-Cap Growth |
BGRIX |
bgrix |
Mid-Cap Growth |
CCPIX |
ccpix |
Mid-Cap Growth |
FRSPX |
frspx |
Mid-Cap Growth |
DBMAX |
dbmax |
Mid-Cap Growth |
FAGKX |
fagkx |
MID-CAP BLEND |
FLCKX |
flckx |
LARGE VALUE |
FMIEX |
fmiex |
Mid-Cap Growth |
FKMCX |
fkmcx |
MID-CAP VALUE |
FSMVX |
fsmvx |
Mid-Cap Growth |
FSSMX |
fssmx |
MID-CAP VALUE |
FVLKX |
fvlkx |
MID-CAP BLEND |
FVSKX |
fvskx |
Mid-Cap Growth |
FSGAX |
fsgax |
MID-CAP BLEND |
GTAVX |
gtavx |
Mid-Cap Growth |
VGRJX |
vgrjx |
MID-CAP BLEND |
LMCYX |
lmcyx |
Mid-Cap Growth |
MACGX |
macgx |
Mid-Cap Growth |
NBGIX |
nbgix |
Mid-Cap Growth |
NBMTX |
nbmtx |
MID-CAP VALUE |
JMVAX |
jmvax |
MID-CAP BLEND |
FSEVX |
fsevx |
Mid-Cap Growth |
STCSX |
stcsx |
Mid-Cap Growth |
STDIX |
stdix |
MID-CAP BLEND |
WOFNX |
wofnx |
Small Growth |
ALSRX |
alsrx |
SMALL VALUE |
PVADX |
pvadx |
SMALL BLEND |
CSVIX |
csvix |
SMALL BLEND |
FSCRX |
fscrx |
SMALL BLEND |
FCPEX |
fcpex |
Small Growth |
FCPGX |
fcpgx |
SMALL BLEND |
FSLCX |
fslcx |
SMALL VALUE |
FCPVX |
fcpvx |
SMALL BLEND |
FDSCX |
fdscx |
SMALL BLEND |
JCSIx |
jcsix |
Small Growth |
MSSMX |
mssmx |
Small Growth |
RHJSX |
rhjsx |
Small Growth |
RYLPX |
rylpx |
SMALL BLEND |
FNAPX |
fnapx |
SMALL BLEND |
FSSVX |
fssvx |
SMALL BLEND |
WFSVX |
wfsvx |
LARGE VALUE |
FSDIX |
fsdix |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
OAKIX |
oakix |
FOREIGN SMALL/MID GROWTH |
PRIDX |
pridx |
Foreign Large Blend |
GIGSX |
gigsx |
Foreign Large Value |
AAIPX |
aaipx |
WORLD STOCK |
RWIGX |
rwigx |
Foreign Large Blend |
RERGX |
rergx |
WORLD STOCK |
RNPGX |
rnpgx |
WORLD STOCK |
RLLGX |
rllgx |
Foreign Large Blend |
ARTIX |
artix |
Foreign Large Blend |
CWVIX |
cwvix |
Miscellaneous Region |
FICDX |
ficdx |
Foreign Large Blend |
FDIKX |
fdikx |
PACIFIC/ASIA EX-JAPAN STK |
FSEAX |
fseax |
EUROPE STOCK |
FIEUX |
fieux |
WORLD STOCK |
FGILX |
fgilx |
Foreign Large Growth |
FIVFX |
fivfx |
Foreign Large Blend |
FIDKX |
fidkx |
Foreign Large Blend |
FIENX |
fienx |
Foreign Large Growth |
FIGFX |
figfx |
FOREIGN SMALL/MID GROWTH |
FSCOX |
fscox |
FOREIGN SMALL/MID GROWTH |
FISMX |
fismx |
Foreign Large Value |
FIVLX |
fivlx |
JAPAN STOCK |
FJPNX |
fjpnx |
JAPAN STOCK |
FJSCX |
fjscx |
Miscellaneous Region |
FNORX |
fnorx |
Foreign Large Blend |
FOSKX |
foskx |
DIVERSIFIED PACIFIC/ASIA |
FPBFX |
fpbfx |
Foreign Large Blend |
FTIEX |
ftiex |
WORLD STOCK |
FWWFX |
fwwfx |
WORLD STOCK |
MDISX |
mdisx |
Foreign Large Blend |
MKIEX |
mkiex |
Foreign Large Blend |
MSACX |
msacx |
WORLD STOCK |
MSFAX |
msfax |
Foreign Large Blend |
MIQBX |
miqbx |
Foreign Large Blend |
FMJDX |
fmjdx |
Foreign Large Blend |
FSGDX |
fsgdx |
Foreign Large Blend |
FSIVX |
fsivx |
Foreign Large Value |
TFFAX |
tffax |
Foreign Small/Mid Value |
FINEX |
finex |
WORLD STOCK |
TWDAX |
twdax |
Foreign Large Growth |
USIFX |
usifx |
|
Others |
|
|
Moderate Allocation |
OAKBX |
oakbx |
Consumer Cyclical |
FSCPX |
fscpx |
Consumer Defensive |
FDFAX |
fdfax |
Industrials |
FSCGX |
fscgx |
Industrials |
FCYIX |
fcyix |
Consumer Cyclical |
FDLSX |
fdlsx |
Consumer Cyclical |
FSRPX |
fsrpx |
Industrials |
FSAIX |
fsaix |
Consumer Cyclical |
FSAVX |
fsavx |
Natural Resources |
FSCHX |
fschx |
Consumer Cyclical |
FSHOX |
fshox |
Industrials |
FSDAX |
fsdax |
Industrials |
FSLEX |
fslex |
Technology |
FBSOX |
fbsox |
Industrials |
FSRFX |
fsrfx |
Financial |
FSRBX |
fsrbx |
Financial |
FSLBX |
fslbx |
Technology |
FSDCX |
fsdcx |
Technology |
FDCPX |
fdcpx |
Financial |
FSVLX |
fsvlx |
Technology |
FSELX |
fselx |
Equity Energy |
FSENX |
fsenx |
Equity Energy |
FSESX |
fsesx |
Financial |
FIDSX |
fidsx |
EQUITY PRECIOUS METALS |
FSAGX |
fsagx |
Health |
FSPHX |
fsphx |
Financial |
FSPCX |
fspcx |
Natural Resources |
FSDPX |
fsdpx |
Health |
FSMEX |
fsmex |
Health |
FSHCX |
fshcx |
Consumer Cyclical |
FBMPX |
fbmpx |
Equity Energy |
FSNGX |
fsngx |
Equity Energy |
FNARX |
fnarx |
Health |
FPHAX |
fphax |
Technology |
FSCSX |
fscsx |
Technology |
FSPTX |
fsptx |
Communications |
FSTCX |
fstcx |
Utilities |
FSUTX |
fsutx |
Communications |
FWRLX |
fwrlx |
Utilities |
FIUIX |
fiuix |
Moderate Allocation |
CBAIX |
cbaix |
Moderate Allocation |
AADBX |
aadbx |
Aggressive Allocation |
FAMRX |
famrx |
Moderate Allocation |
USCRX |
uscrx |
Moderate Allocation |
RLBGX |
rlbgx |
Convertibles |
FCVSX |
fcvsx |
Moderate Allocation |
FPACX |
fpacx |
World Allocation |
CAIBX |
caibx |
Conservative Allocation |
FASIX |
fasix |
Conservative Allocation |
FTANX |
ftanx |
Conservative Allocation |
FFANX |
ffanx |
Moderate Allocation |
FASMX |
fasmx |
Moderate Allocation |
FSANX |
fsanx |
Moderate Allocation |
FASGX |
fasgx |
Moderate Allocation |
FBAKX |
fbakx |
Aggressive Allocation |
FFNOX |
ffnox |
Target Date 2000-2010 |
FFKVX |
ffkvx |
Target Date 2000-2010 |
FFKCX |
ffkcx |
Target Date 2011-2015 |
FKVFX |
fkvfx |
Target Date 2016-2020 |
FFKDX |
ffkdx |
Target Date 2021-2025 |
FKTWX |
fktwx |
Target Date 2026-2030 |
FFKEX |
ffkex |
Target Date 2031-2035 |
FKTHX |
fkthx |
Target Date 2041-2045 |
FFKGX |
ffkgx |
Target Date 2046-2050 |
FFKHX |
ffkhx |
World Allocation |
FGBLX |
fgblx |
World Allocation |
FDYSX |
fdysx |
Moderate Allocation |
FPUKX |
fpukx |
Conservative Allocation |
FSRRX |
fsrrx |
World Allocation |
MBAAX |
mbaax |
Moderate Allocation |
PRWCX |
prwcx |
Moderate Allocation |
TRPBX |
trpbx |
Target Date 2000-2010 |
VTENX |
vtenx |
Target Date 2011-2015 |
VTXVX |
vtxvx |
Target Date 2016-2020 |
VTWNX |
vtwnx |
Target Date 2021-2025 |
VTTVX |
vttvx |
Target Date 2026-2030 |
VTHRX |
vthrx |
Target Date 2031-2035 |
VTTHX |
vtthx |
Target Date 2036-2040 |
VFORX |
vforx |
Target Date 2046-2050 |
VFIFX |
vfifx |
Target Date 2051 |
VFFVX |
vffvx |
Retirement Income |
VTINX |
vtinx |
Money Market-Taxable |
FDRXX |
fdrxx |
Money Market-Taxable |
SPAXX |
spaxx |
Money Market-Taxable |
SPRXX |
sprxx |
Money Market-Taxable |
FGMXX |
fgmxx |
Money Market-Taxable |
FDLXX |
fdlxx |
ROOT |
CASH |
for FDRXX, SPAXX, SPRXX, FGMXX, FDLXX |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
VBTLX |
vbtlx |
Muni Ohio |
FBOIX |
fboix |
WORLD BOND |
CGFIX |
cgfix |
Short-Term Bond |
AALPX |
aalpx |
High Yield Bond |
FAGIX |
fagix |
ULTRASHORT BOND |
FCONX |
fconx |
Intermediate-Term Bond |
FCBFX |
fcbfx |
High Yield Bond |
FHIFX |
fhifx |
High Yield Bond |
FGHNX |
fghnx |
WORLD BOND |
FGBFX |
fgbfx |
Intermediate Government |
FGMNX |
fgmnx |
High Yield Bond |
SPHIX |
sphix |
Inflation-Protected Bond |
FINPX |
finpx |
Intermediate-Term Bond |
FTHRX |
fthrx |
WORLD BOND |
FINUX |
finux |
Intermediate Government |
FSTGX |
fstgx |
Intermediate-Term Bond |
FBNDX |
fbndx |
SHORT GOVERNMENT |
FFXSX |
ffxsx |
Intermediate-Term Bond |
FMSFX |
fmsfx |
Emerging Markets Bond |
FNMIX |
fnmix |
Short-Term Bond |
FSHBX |
fshbx |
Multisector Bond |
FSICX |
fsicx |
Intermediate-Term Bond |
FTBFX |
ftbfx |
Intermediate Government |
FGOVX |
fgovx |
Intermediate-Term Bond |
JFLEX |
jflex |
Intermediate-Term Bond |
MFXAX |
mfxax |
Intermediate-Term Bond |
NCRIX |
ncrix |
WORLD BOND |
PIGLX |
piglx |
High Yield Bond |
PHIYX |
phiyx |
Short-Term Bond |
PTLDX |
ptldx |
LONG GOVERNMENT |
PGOVX |
pgovx |
Intermediate-Term Bond |
PTTRX |
pttrx |
Intermediate-Term Bond |
FWHBX |
fwhbx |
High Yield Bond |
FSADX |
fsadx |
Inflation-Protected Bond |
FSIYX |
fsiyx |
Intermediate Government |
FIBAX |
fibax |
LONG GOVERNMENT |
FLBAX |
flbax |
SHORT GOVERNMENT |
FSBAX |
fsbax |
Intermediate-Term Bond |
FSITX |
fsitx |
WORLD BOND |
TGBAX |
tgbax |
Intermediate Government |
USGNX |
usgnx |
Intermediate-Term Bond |
USAIX |
usaix |
Intermediate-Term Bond |
WATFX |
watfx |
Short-Term Bond |
SSTBX |
sstbx |
ULTRASHORT BOND |
STADX |
stadx |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
RNWGX |
rnwgx |
China Region |
FHKCX |
fhkcx |
DIVERSIFIED EMERGING MKTS |
FEMEX |
femex |
DIVERSIFIED EMERGING MKTS |
FEDDX |
feddx |
DIVERSIFIED EMERGING MKTS |
FKEMX |
fkemx |
Latin America Stock |
FLATX |
flatx |
DIVERSIFIED EMERGING MKTS |
FTEMX |
ftemx |
DIVERSIFIED EMERGING MKTS |
MGEMX |
mgemx |
DIVERSIFIED EMERGING MKTS |
FLILX |
flilx |
DIVERSIFIED EMERGING MKTS |
FPMAX |
fpmax |
DIVERSIFIED EMERGING MKTS |
TEDMX |
tedmx |
DIVERSIFIED EMERGING MKTS |
USEMX |
usemx |
|
REAL ESTATE |
|
|
Global Real Estate |
FIREX |
firex |
REAL ESTATE |
FRIFX |
frifx |
REAL ESTATE |
FRESX |
fresx |
REAL ESTATE |
FSRVX |
fsrvx |
|
The following is a moderate-risk model portfolio constructed from the investment options of AMERICAN PUBLIC MEDIA 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