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Prospectus Links--PWS "Strat 22" portfolio models

| May 20, 2022
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Strategic Portfolio Funds

 

Stocks—Large Cap

YAFFX                     AMG Yacktman Focused Fund

SCHD                      Schwab U.S. Dividend Equity ETF

SCHG                      Schwab U.S. Large-Cap Growth ETF

TRBCX                      T Rowe Price Blue Chip Growth Inv

MSEGX                     Morgan Stanley Institutional Growth A

 

 

Stocks—Mid Cap

JSVAX                     Janus Henderson Contrarian T

JAMCX                      JP Morgan Mid Cap Value A

PEMGX                     Principal MidCap A

VO                            Vanguard Mid-Cap Index Fund ETF

MACGX                     Morgan Stanley Institutional Discovery A

 

 

Stocks—Small Cap

COVAX                   Columbia Small Cap Value Fund II A

QUASX                   AB Small Cap Growth Portfolio Class A

DEVLX                      Delaware Small Cap Value A

VB                            Vanguard Small-Cap Index Fund ETF

 

 

Stocks—Foreign Large Cap

FCPAX                    Fidelity Advisor Int’l Capital Appreciation Fund A

TRWAX                   Transamerica Int’l Equity A

MDIDX                     MFS International Diversification Fund A

EFAV                         iShares Edge MSCI Min Vol EAFE ETF

ARTKX                      Artisan International Value Fund

OAKIX                       Oakmark International Investor

AEGFX                      American Funds EuroPacific Growth Fund F1

 

 

Stocks—Foreign Small/Mid Cap

NTKLX                     Voya Multi-Manager Int’l Small Cap A

GICAX                     Goldman Sachs Int’l Small Cap Insights A

DLS                          Wisdom Tree International SmallCap Dividend ETF

ARTJX                       Artisan International Small-Mid

 

 

Stocks—Foreign Emerging Markets

NWFFX   American Funds New World Fund F-1

 

 

Bonds—High Yield

PHYZX                     PGIM High Yield Z

 

 

Bonds—Inflation-Protected (TIPS)

IPBAX                     Allspring Real Return A

SWRSX                     Schwab Treasury Inflation Protected Securities Index Fund

TIPZ                          PIMCO Broad US TIPS ETF

 

 

Bonds—Long Term

PLRAX                      PIMCO Long Duration Total Return A

 

 

Bonds—Intermediate Term (core)

TGFNX                      TCW Core Fixed Income N

BIV                           Vanguard Intermediate-Term Bond ETF

SPAB                        SPDR Portfolio Aggregate Bond ETF

 

 

Bonds—Intermediate Term (core-plus)

GIBLX                      Guggenheim Total Return Bond Fund P

PTTAX                       PIMCO Total Return Fund A

TGMNX                     TCW Total Return Bond N

 

 

Bonds—Multisector

PONAX   PIMCO Income A

 

 

Bonds—Short Term

BSBSX                     Baird Short-Term Bond Fund Investor Class

BSV                          Vanguard Short-Term Bond ETF

PSHAX                      PIMCO Short-Term Fund A

 

 

Bonds—UltraShort Term

BBBMX                   BBH Limited Duration N

 

 

Bonds—Floating Rate/Bank Loan

PRFRX                     T. Rowe Price Floating Rate Fund

SLRN                       SPDR Blackstone Senior Loan ETF

NFIAX                       Neuberger Berman Floating Rate Income Fund A

 

Bonds—Foreign

PFOAX                    PIMCO International Bond Fund (US Dollar-hedged) A

 

Real Estate (REITs)

CSJAX                     Cohen & Steers Realty Shares A

VNQ                         Vanguard Real Estate Index Fund

 

Commodities/Alternative Investments

PCRAX                    PIMCO Commodities Real Return Strategy A

FKUQX                    Franklin Utilities A

IAU                           iShares Gold Trust ETF

SLV                           iShares Silver Trust ETF

CPER                        United States Copper Index Fund ETF

USO                          United States Oil Fund, LP

BITO                         ProShares Bitcoin Strategy ETF

 

 

Cash Alternatives

Schwab default cash FDIC-insured

SHV                          iShares Short Treasury Bond ETF

SWVXX     Schwab Value Advantage Money Fund Inv

 

 

Satellite Strategies

AAAAX                      DWS RREEF Real Assets Fund

GXSAX                      Goldman Sachs Satellite Strategies A

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