IMPORTANT: iQUANT variable annuity models reconstitute Feb, May, Aug, and Nov.
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IMPORTANT: iQUANT variable annuity models reconstitute Feb, May, Aug, and Nov. 〰️
Open Architecture 401(k) Models
The iQ Open Architecture 401(k) Models are designed for 401(k)s that can access the majority of market-available NSCC-tradeable funds (i.e. Employee Fiduciary 401k plans). Please be aware that if the advisor has access to these funds on their platforms (as NTF), these models may be suitable for non-qualified accounts.
iQ Open Architecture 401k Large Cap Growth Model
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The investment objective of the iQ Open Architecture 401k Large Cap Growth Model is to achieve long-term capital growth by selecting a diversified portfolio of domestic large-cap U.S. equity mutual funds.
The model starts with a base selection of all large cap mutual funds clearning through National Securities Clearing Corporation (NSCC).
The model then selects the top five domestic large cap equity mutual funds based on a multi-factor process that includes 3-month Relative Strength Index (RSI), current versus 12-month simple moving average price, 6-month exponential price momentum, and 8-month Alpha.
The Model reconstitutes every Feb, May, Aug, Nov.
iQ Open Architecture 401k All Cap Growth Model
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The investment objective of the iQ Open Architecture 401k All Cap Growth Model is to achieve long-term capital growth by selecting a diversified portfolio of domestic large, mid, and small company U.S. equity mutual funds.
The model starts with a base selection of all large, mid, small, and micro cap mutual funds clearing through National Securities Clearing Corporation (NSCC).
The model then selects the top five domestic large, mid, or small cap equity mutual funds based on a multi-factor process that includes 3-month Relative Strength Index (RSI), 11-month Stochastic Indicator, and 6-month exponential price momentum.
The Model reconstitutes every Feb, May, Aug, Nov
iQ Open Architecture 401k International Growth Model
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The investment objective of the iQ Open Architecture 401k International Growth Model is to achieve long-term capital growth by selecting a diversified portfolio of international equity mutual funds.
The model starts with a base selection of all international stock mutual funds clearing through National Securities Clearing Corporation (NSCC).
The model then selects the top five international equity mutual funds based on a multi-factor process that includes 3, 6, 9, and 12 month price momentum, current versus 12-month simple moving average price, 24-month upside capture ratio (vs. the S&P 500 Index), and 7-month exponential price momentum.
The Model reconstitutes every Feb, May, Aug, Nov
iQ Open Architecture 401k RORO Style Box Rotation Model
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The investment objective of the iQ Open Architecture 401k RORO Style Box Rotation is to achieve long-term capital growth by employing a "Risk On, Risk Off" strategy while rotating between different domestic style box mutual funds.
The model starts with a base selection of all domestic equity style box mutual funds clearing through National Securities Clearing Corporation (NSCC).
The model then selects the top four domestic equity style box subaccount market timing strategies based on 11-month exponential price momentum.
The Model reconstitutes every Feb, May, Aug, Nov
iQ Open Architecture 401k RORO Sector Rotation Model
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The investment objective of the iQ Open Architecture 401k RORO Sector Rotation Model is to achieve long-term capital growth by employing a "Risk On, Risk Off" strategy while rotating between different domestic equity sector mutual funds.
The model starts with a base selection of all domestic equity sector mutual funds clearing through National Securities Clearing Corporation (NSCC).
The model then selects the top four domestic equity sector subaccount market timing strategies based on 23-month price momentum.
The Model reconstitutes every Feb, May, Aug, Nov
iQ Open Architecture 401k Income Model
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The iQ Open Architecture 401k Income Model seeks to balance risk and return in the U.S. bond market by choosing top-performing domestic income mutual funds through a rules-based approach, with an emphasis on mitigating risks associated with bond market volatility and interest rate changes.
The model starts with a base selection of all domestic income mutual funds clearing through National Securities Clearing Corporation (NSCC).
As a potential hedge, the model then screens out any domestic income mutual fund that is trading below its 9-month simple moving average.
The model then selects the top five domestic income mutual funds based on a multi-factor process that includes 24-month price momentum, current versus 3-month simple moving average price, long-term Stochastic Indicators, long-term Money Flow Index (MFI), and 11-month Alpha.
The Model reconstitutes every Feb, May, Aug, Nov
iQ Open Architecture 401k Alternative Fund Momentum Model
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The revolutionary iQ Open Architecture 401k Alternative Fund Momentum Model seeks risk-adjusted capital growth by selecting five “alternative” mutual funds through a rules-based approach.
The model starts with a base selection of all managed futures, market neutral, and event-driven (i.e. merger arbitrage) mutual funds clearing through National Securities Clearing Corporation (NSCC).
The model then selects the top four alternative mutual funds based on 6-month Relative Strength Index (RSI), 14-month Money Flow Index (MFI) and 60-month downside capture ratio (versus the S&P 500 Index).
The Model reconstitutes every Feb, May, Aug, Nov
iQUANT is committed to providing valuable financial models and information to assist advisors in making informed investment decisions, including those related to annuities and 401(k) plans. However, it is essential to note that iQUANT is an independent investment strategy service, and we are not affiliated with any annuity or 401(k) companies or their affiliates.
Our models are designed to help you assess various investment options and strategies, including those involving annuities and 401(k) plans, with a focus on optimizing your clients’ investment objectives. While we strive to offer accurate and unbiased data, our services do not represent endorsements or partnerships with any specific annuity providers or 401(k) plan administrators.