ARROW ELECTRONICS SAVINGS PLAN Investment Model Portfolios

Investment options of ARROW ELECTRONICS SAVINGS PLAN

Total Available Funds: 19

Asset Class

Ticker

Description

FIXED INCOME
Muni New York Long	NYACX	American Funds Tax-Exempt Fund of New York; Class C 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	VBMFX	Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond	MFACX	American Funds Mortgage Fund; Class C Shares
Intermediate-Term Bond	BFACX	Bond Fund of America; C

US EQUITY
MID-CAP BLEND	VIEIX	Vanguard Index Funds: Vanguard Extended Market Index Fund; Institutional Shares
LARGE GROWTH	TRBCX	T Rowe Price Blue Chip Growth Fund
LARGE GROWTH	AMPCX	AMCAP Fund; Class C Shares
LARGE VALUE	VWNFX	Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE VALUE	AMFCX	American Mutual Fund; Class C Shares
LARGE BLEND	VFINX	Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares

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
ROOT	AFCXX	American Funds Money Market Fund; Class C Shares
Target Date 2011-2015	VTXVX	Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Moderate Allocation	BALCX	American Balanced Fund; Class C Shares
World Allocation	GBLCX	American Funds Global Balanced Fund; Class C Shares
ROOT	VMMXX	Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares

Investment model portfolios

We provide two types of investment model portfolios for ARROW ELECTRONICS SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

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