Byrne Asset Management

Model Portfolios

One investment option in our 401k platform is to choose a model portfolio. These portfolios, always a centerpiece of our plans regardless of the other investment options selected by the employer, consist of mutual funds that, within each category of size and style, meet rigorous standards of performance and cost.

Investments are allocated to the funds in proportions appropriate for each risk level. We can help participants determine which model is most appropriate, whether in a personal conference or through analysis of a completed risk tolerance questionnaire.

To date, about 90% of Byrne plan participants have decided to invest through our models.

The chart below shows how contributions are allocated, and periodically rebalanced, into each of the funds for each model.
> Click here for detailed fund information.
> Click here for portfolio model statistics.

Fund	Size / Style	Investment Risk Profile
Fund	Size / Style	Aggressive	Moderately Aggressive	Moderate	Moderately Conservative	Conservative	Ultra Conservative
Jennison Blend Z	Large Cap Growth	20%	20%	15%	15%	10%	5%
RiverSource Diversified Equity	Large Cap Value	20%	20%	15%	15%	10%	5%
American Century Heritage Inv	Mid Cap Growth	10%	5%	5%	5%	5%	5%
RiverSource Mid Cap Value	Mid Cap Value	10%	5%	5%
UMB Scout Small Cap	Small Cap Growth	5%	5%	5%	5%	5%
Columbia Small Cap Value	Small Cap Value	5%	5%	5%
Janus Adviser International Growth	International Growth	10%	5%	5%
Dodge & Cox International Stock	International Value	10%	10%	5%	5%
DWS Short Duration Plus	Short Bond	5%	10%	20%	25%	35%	40%
Harbor Bond Institutional	Intermediate Bond	5%	15%	20%	30%	35%	45%