SIX FLAGS 401K PLAN
Investment Model Portfolios

Investment options of SIX FLAGS 401K PLAN

Total Available Funds: 16
Asset Class Ticker Description
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
Mid-Cap Growth SDSCX Dreyfus/The Boston Co Sm/Md Cp Gr I
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE GROWTH JANSX Janus T
SMALL BLEND RYTRX Royce Total Return Invmt
LARGE BLEND VIFSX Vanguard 500 Index Signal
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor International Inv
Others
Moderate Allocation JABAX Janus Balanced T
Target Date 2000-2010 VTENX Schwab Managed Retirement 2010
Target Date 2016-2020 VTWNX Schwab Managed Retirement 2020
Target Date 2026-2030 VTHRX Schwab Managed Retirement 2030
Target Date 2036-2040 VFORX Schwab Managed Retirement 2040
Target Date 2046-2050 VFIFX Schwab Managed Retirement 2050
Target Date 2051+ VTTSX Schwab Managed Retirement Income
ROOT CASH Schwab Value Advantage Money Inv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl

Investment model portfolios

We provide two types of investment model portfolios for SIX FLAGS 401K 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
SIX FLAGS 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 18.68% -0.19% 5.13% 4.66% 6.32% 6.30% 7.19%
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
SIX FLAGS 401K PLAN Tactical Asset Allocation Moderate NA 19.92% 1.30% 4.60% 3.06% 3.40% 4.86% 5.92%
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%