COMPUTER AID INC. 401K PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of COMPUTER AID INC. 401K PROFIT SHARING PLAN

Total Available Funds: 30
Asset Class Ticker Description
US EQUITY
LARGE GROWTH ASPIX Alger Spectra I
MID-CAP VALUE ABSIX AllianceBern Small-Mid Cap Value I
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
LARGE BLEND BTIIX DWS Equity 500 Index Inst
LARGE BLEND FRDAX Franklin Rising Dividends Adv
SMALL BLEND ATIAX Invesco Small Companies A
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A
Small Growth VSEAX JPMorgan Small Cap Equity A
Small Growth RSYEX RS Small Cap Growth Y
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Adv
LARGE VALUE PAVLX T. Rowe Price Value Adv
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Instl
Mid-Cap Growth WFDAX Wells Fargo Advantage Discovery A
LARGE VALUE CSERX Columbia Select Large-Cap Value R4
FIXED INCOME
High Yield Bond BHYIX BlackRock High Yield Bond Instl
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
EUROPE STOCK JFEIX JPMorgan Intrepid European Inst
Foreign Large Blend LISIX Lazard Intl Strategic Equity Instl
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
Technology ISTIX Ivy Science & Technology I
Moderate Allocation JDVAX JPMorgan Diversified A
Health PHSZX Prudential Jennison Health Sciences Z
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation
not found not ticker ISVGT
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y

Investment model portfolios

We provide two types of investment model portfolios for COMPUTER AID INC. 401K PROFIT SHARING PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
COMPUTER AID INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate NA 23.24% 3.69% 6.67% 5.41% 6.89% 6.52% 6.72%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
COMPUTER AID INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA 28.72% 3.91% 8.63% 6.31% 7.33% 8.80% 8.81%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Retirement Plan (401(k)) Info for COMPUTER AID INC. 401K PROFIT SHARING PLAN

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