MyPlanIQ ARROW ELECTRONICS SAVINGS PLAN

ARROW ELECTRONICS SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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ARROW ELECTRONICS SAVINGS PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Moderate Allocation BALCX American Balanced Fund; Class C Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
High Yield Muni AHICX American High-Income Municipal Bond Fund
High Yield Bond AHTCX American High-Income Trust; Class C Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Moderate Allocation BALCX American Balanced Fund; Class C Shares
World Allocation GBLCX American Funds Global Balanced Fund; Class C Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
MID-CAP BLEND VIEIX Vanguard Index Funds: Vanguard Extended Market Index Fund; Institutional Shares
LARGE VALUE AMFCX American Mutual Fund; Class C Shares
LARGE GROWTH AMPCX AMCAP Fund; Class C Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
High Yield Muni AHICX American High-Income Municipal Bond Fund
High Yield Bond AHTCX American High-Income Trust; Class C Shares
Intermediate-Term Bond BFACX Bond Fund of America; C
Intermediate-Term Bond MFACX American Funds Mortgage Fund; Class C Shares
Muni New York Long NYACX American Funds Tax-Exempt Fund of New York; Class C Shares
Total Available Funds: 17
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 3 60 0 0.08% 7.24%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 3 60 0 0.08% 8.72%
Moderate Allocation BALCX American Balanced Fund; Class C Shares 37% 3 60 0 0.31% 1.87%
World Allocation GBLCX American Funds Global Balanced Fund; Class C Shares 27% 3 60 0 0.54% 1.43%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 3 60 0 0.08% 14.93%
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 8.89%
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares 99% 3 60 0 0.26% 9.79%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 97% 3 60 0 0.14% 1.24%
MID-CAP BLEND VIEIX Vanguard Index Funds: Vanguard Extended Market Index Fund; Institutional Shares 75% 3 60 0 0.06% 1.28%
LARGE VALUE AMFCX American Mutual Fund; Class C Shares 45% 3 60 0 0.38% 0.78%
LARGE GROWTH AMPCX AMCAP Fund; Class C Shares 39% 3 60 0 0.49% 7.26%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.7%
High Yield Muni AHICX American High-Income Municipal Bond Fund 44% 3 60 0 0.28% 2.92%
High Yield Bond AHTCX American High-Income Trust; Class C Shares 40% 3 60 0 0.41% 5.21%
Intermediate-Term Bond BFACX Bond Fund of America; C 37% 3 60 0 0.33% 3.2%
Intermediate-Term Bond MFACX American Funds Mortgage Fund; Class C Shares 22% 3 60 0 1.4% 3.31%
Muni New York Long NYACX American Funds Tax-Exempt Fund of New York; Class C Shares 20% 3 60 0 0.4% 1.92%
Average Expense Ratio: 0.39%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
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