FIRST CHOICE HOLDINGS INC. 401K PLAN
Investment Model Portfolios
Total Available Funds: 27
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE GROWTH |
ACGOX |
Am Century/Montag & CaldwellLargeCap Growth II Separate Account |
| SMALL VALUE |
VISVX |
DFA/Vaughan Nelson/LA CapitalSmallCap Value II Separate Account |
| Small Growth |
HRSCX |
Eagle Small Cap Growth A Fund |
| MID-CAP VALUE |
GSMCX |
Goldman Sachs/LA Capital MgmtMidCap Value I Separate Account |
| LARGE BLEND |
VFINX |
LargeCap S&P 500 Index Separate Account |
| Mid-Cap Growth |
VMGIX |
MidCap Growth III Separate Account |
| MID-CAP BLEND |
MPSIX |
MidCap S&P 400 Index Separate Account |
| LARGE VALUE |
PEYAX |
Putnam Investment Mgmt Co.Putnam Equity Income A Fund |
| SMALL BLEND |
PSSIX |
SmallCap S&P 600 Index Separate Account |
|
| Others |
|
|
| Target Date 2011-2015 |
ARFAX |
American Century LIVESTRONG 2015 A Fund |
| Target Date 2016-2020 |
ARBMX |
American Century LIVESTRONG 2020 A Fund |
| Target Date 2021-2025 |
ARWAX |
American Century LIVESTRONG 2025 A Fund |
| Target Date 2026-2030 |
ARCMX |
American Century LIVESTRONG 2030 A Fund |
| Target Date 2031-2035 |
ARYAX |
American Century LIVESTRONG 2035 A Fund |
| Target Date 2036-2040 |
ARDMX |
American Century LIVESTRONG 2040 A Fund |
| Target Date 2041-2045 |
AROAX |
American Century LIVESTRONG 2045 A Fund |
| Target Date 2046-2050 |
ARFMX |
American Century LIVESTRONG 2050 A Fund |
| Target Date 2051+ |
AREMX |
American Century LIVESTRONG 2055 A Fund |
| Retirement Income |
ARTAX |
American Century LIVESTRONG Income A Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
VFICX |
Core Plus Bond I Separate Account |
| Intermediate Government |
OGGAX |
JP Morgan Government Bond A Fund |
| Intermediate-Term Bond |
PTTAX |
PIMCO Total Return A Fund |
| SHORT GOVERNMENT |
STABLEVALUE |
Principal Stable Value Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Small Cap |
DFISX |
International SmallCap Separate Account |
| Foreign Large Blend |
MRSHX |
MFS Investment ManagementMFS Research International R3 Fund |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
ODMAX |
OppenheimerFunds, Inc.Oppenheimer Developing Markets A Fund |
|
| REAL ESTATE |
|
|
| US Real Estate |
VGSIX |
U.S. Property Sep Acct |
|
The following is a moderate-risk model portfolio constructed from the investment options of FIRST CHOICE HOLDINGS INC. 401K 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 FIRST CHOICE HOLDINGS INC. 401K PLAN
