TEXAS HEALTH 401K RETIREMENT PLAN
Investment Model Portfolios

Total Available Funds: 10
Asset Class Ticker Description
US EQUITY
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
LARGE VALUE BIGRX American Century Quantitative Equity Funds
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE SESVX SEI Institutional Managed Trust: Small Cap Value Fund; Class A Shares
Small Growth ARTSX Artisan Partners Funds
LARGE BLEND HLEIX JPMorgan Trust II: JPMorgan Equity Index Fund; Select Class Shares
INTERNATIONAL EQUITY
Foreign Large Value GCIIX Goldman Sachs Trust: Goldman Sachs Structured International Equity Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond ADFIX American Century Investment Trust: Diversified Bond Fund; Investor Class Shares
Others
ROOT JINXX JPMorgan Trust I: JPMorgan Prime Money Market Fund; Institutional Class Shares

The following is a moderate-risk model portfolio constructed from the investment options of TEXAS HEALTH 401K 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


Retirement Plan (401(k)) Info for TEXAS HEALTH 401K RETIREMENT PLAN

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