MyPlanIQ 401k Investor Ambac Financial Group, Inc. Savings Incentive Plan

Ambac Financial Group, Inc. Savings Incentive Plan

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Mutual
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Mutual
Foreign Large Blend VWILX Vanguard International Growth Mutual
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual
Retirement Income VTINX Vanguard Target rtmt Income Mutual
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Mutual
Short-Term Bond VBISX Vanguard Short-term Bond Index Mutual
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Mutual
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Mutual
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Mutual
Foreign Large Blend VWILX Vanguard International Growth Mutual
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual
Retirement Income VTINX Vanguard Target rtmt Income Mutual
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual
Conservative Allocation VASIX Vanguard LifeStrategy Income Mutual
Moderate Allocation VWELX Vanguard Wellington Mutual
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Mutual
Conservative Allocation VSCGX Vanguard LifeStrategy Growth Mutual
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Mutual
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual
ROOT CASH Vanguard Prime Money Mkt Mutual
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Mutual
Short-Term Bond VBISX Vanguard Short-term Bond Index Mutual
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Mutual
Intermediate Government VFIIX Vanguard GNMA Mutual
Long-Term Bond VWETX Vanguard LT Investment Grade Mutual Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Mutual
LARGE GROWTH VWUSX Vanguard U.S. Growth Mutual
LARGE BLEND VQNPX Vanguard Growth Income Mutual
LARGE BLEND VFINX Vanguard 500 Index Mutual
Small Growth VEXPX Vanguard Explorer Mutual
LARGE GROWTH CISIX Vanguard Calvert Social Index Mutual
LARGE GROWTH VMRAX Vanguard Morgan Growth Investment Mutual
Total Available Funds: 32
  • 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
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Mutual 81% 3 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Mutual 99% 3 60 0 0.39% 2.76%
Foreign Large Blend VWILX Vanguard International Growth Mutual 84% 3 60 0 0.45% 1.94%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income Mutual 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual 96% 3 60 0 0.08% 2.34%
Conservative Allocation VASIX Vanguard LifeStrategy Income Mutual 91% 3 60 0 0.11% 3.18%
Moderate Allocation VWELX Vanguard Wellington Mutual 90% 3 60 0 0.17% 12.31%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Mutual 89% 3 60 0 0.12% 2.84%
Conservative Allocation VSCGX Vanguard LifeStrategy Growth Mutual 89% 3 60 0 0.12% 2.84%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Mutual 84% 3 60 0 0.13% 2.53%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual 66% 3 60 0 0.08% 4.48%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual 0% 3 60 0 NA 2.78%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual 0% 3 60 0 0.08% 2.59%
ROOT CASH Vanguard Prime Money Mkt Mutual 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Mutual 100% 3 60 0 0.15% 3.15%
Short-Term Bond VBISX Vanguard Short-term Bond Index Mutual 100% 3 60 0 0.07% 2.54%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Mutual 98% 3 60 0 0.07% 4.24%
Intermediate Government VFIIX Vanguard GNMA Mutual 98% 3 60 0 0.11% 3.24%
Long-Term Bond VWETX Vanguard LT Investment Grade Mutual Fund 80% 3 60 0 0.12% 4.62%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Mutual 99% 3 60 0 0.26% 1.52%
LARGE GROWTH VWUSX Vanguard U.S. Growth Mutual 99% 3 60 0 0.3% 0.25%
LARGE BLEND VQNPX Vanguard Growth Income Mutual 98% 3 60 0 0.22% 1.03%
LARGE BLEND VFINX Vanguard 500 Index Mutual 98% 3 60 0 0.14% 1.27%
Small Growth VEXPX Vanguard Explorer Mutual 76% 3 60 0 0.45% 4.34%
LARGE GROWTH CISIX Vanguard Calvert Social Index Mutual 71% 3 60 0 1.24% 1.03%
LARGE GROWTH VMRAX Vanguard Morgan Growth Investment Mutual 0% 3 60 0 0.3% 0%
Average Expense Ratio: 0.2%
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Related Retirement Plans
AMBAC FINANCIAL GROUP, INC. SAVINGS INCENTIVE PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.4% 8.6% 2.2% 7.2% 6.1% 8.0%

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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(Ticker:ABK)
The plan consists of 32 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.


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