UPS SAVINGS PLAN
Investment Model Portfolios
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Total Available Funds: 22
| Asset Class |
Ticker
| Description |
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
EFA |
State Street Bank Tr Daily EAFE Fund Series SL |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
SSINX |
State Street Bank Tr Passive INTR Bond Index SL Fund |
| Intermediate-Term Bond |
SBMRX |
State Street Bank Tr Passive Bond Mkt Index SL Series Fund |
| Emerging Markets Bond |
BAEDX |
BlackRock Emerging Mkts Non-Lendable Index Fund F |
| Inflation-Protected Bond |
BPRAX |
BlackRock U.S. TIPS Index Fund F |
|
| US EQUITY |
|
|
| LARGE BLEND |
SVSPX |
State Street Bank Tr Standard & Poor 500 Flagship Fund |
| MID-CAP BLEND |
MDY |
State Street Bank Tr Standard & Poor Midcap Fund |
| SMALL BLEND |
IWM |
State Street Bank Tr Russell 2000 Fund Series A |
|
| Others |
|
|
| Retirement Income |
VTINX |
State Street Bank Tr SSGA Target rtmt Income SL Series Fund |
| Target Date 2000-2010 |
VTENX |
State Street Bank Tr SSGA Target rtmt Income 2010 SL Fund |
| Target Date 2011-2015 |
VTXVX |
State Street Bank Tr SSGA Target rtmt Income 2015 SL Fund |
| Target Date 2016-2020 |
VTWNX |
State Street Bank Tr SSGA Target rtmt Income 2020 SL Fund |
| Target Date 2021-2025 |
VTTVX |
State Street Bank Tr SSGA Target rtmt Income 2025 SL Fund |
| Target Date 2026-2030 |
VTHRX |
State Street Bank Tr SSGA Target rtmt Income 2030 SL Fund |
| Target Date 2031-2035 |
VTTHX |
State Street Bank Tr SSGA Target rtmt Income 2035 SL Fund |
| Target Date 2036-2040 |
VFORX |
State Street Bank Tr SSGA Target rtmt Income 2040 SL Fund |
| Target Date 2041-2045 |
VTIVX |
State Street Bank Tr SSGA Target rtmt Income 2045 SL Fund |
| ROOT |
CASH |
State Street Bank Tr Stable Fixed Income Fund for Employee Benefit Trs |
| Target Date 2050+ |
VFIFX |
State Street Bank Tr SSGA Target rtmt Income 2050 SL Fund |
| ROOT |
CASH |
State Street Bank Tr Short-Term Investment Fund |
| ROOT |
CASH |
State Street Bank Money Mkt Fund Government Short Term Investment Fund |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
VGSIX |
BlackRock U.S. Real Estate Index Fund F |
|
The following is a moderate-risk model portfolio constructed from the investment options of UPS SAVINGS PLAN.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
Retirement Plan (401(k)) Info for UPS SAVINGS PLAN
