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LORAL SAVINGS PLAN
Investment Model Portfolios

Investment options of LORAL SAVINGS PLAN

Total Available Funds: 35
Asset Class Ticker Description
US EQUITY
LARGE VALUE AADEX ABF LG CAP VAL INST
LARGE VALUE MALVX BLKRK LG CAP VAL I
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FDFKX FID INDEPENDENCE K
LARGE BLEND HCAYX HARTFORD CAP APP Y
Small Growth HSCYX HARTFORD SMALL CO Y
Mid-Cap Growth MCMFX MGRS/C MID CAP INST
LARGE BLEND FXSIX SPTN 500 INDEX INST
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
SMALL BLEND VSISX VANG SM CAP IDX SIG
SMALL BLEND WFSVX WFA SM CAP VAL INST
Others
Moderate Allocation FBAKX FID BALANCED K
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2050+ FDENX FID FREEDOM K 2055
Retirement Income FFKAX FID FREEDOM K INCOME
not found no ticker FID MGD INC PORT II
ROOT CASH FID RETIRE MMKT
ROOT CASH FID US TREA MM
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND
High Yield Bond GSHIX GS HIGH YIELD INST
Intermediate-Term Bond MPFIX MSIF CP FX INC I
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX JANUS OVERSEAS I
Foreign Large Blend OAKIX OAKMARK INTL I
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
REAL ESTATE
REAL ESTATE MSUSX MSIF US REAL EST I

Investment model portfolios

We provide two types of investment model portfolios for LORAL SAVINGS 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LORAL SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA -6.94% 3.41% 3.83% 8.60% 6.78% NA 7.02%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

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

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LORAL SAVINGS PLAN Tactical Asset Allocation Moderate NA 14.43% 1.18% 5.01% 2.59% 5.49% 7.14% 7.79%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 26.78% 9.17% 15.85% 12.87% 14.13% 10.56% 8.65%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 16.33% 2.49% 7.25% 6.00% 7.37% 6.28% 5.81%
Data as of 08/30/2024, AR inception is 12/31/2000