ADIDAS AMERICA INC. EMPLOYEE 401K SAVINGS PLAN
Investment Model Portfolios
Investment options of ADIDAS AMERICA INC. EMPLOYEE 401K SAVINGS PLAN
Total Available Funds: 30
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE VALUE |
NFJEX |
Allianz NFJ Dividend Value Fund |
| LARGE GROWTH |
AGTHX |
American Funds Growth Fund of America Fund |
| Mid-Cap Growth |
CACIX |
Columbia Acorn Select Fund |
| LARGE BLEND |
ISFIX |
Davis New York Venture Fund |
| MID-CAP VALUE |
FLMVX |
JPMorgan Mid Cap Value Fund |
| LARGE BLEND |
SWPPX |
Schwab S&P 500 Index |
| LARGE GROWTH |
TRBCX |
T. Rowe Price Blue Chip Growth |
| LARGE VALUE |
PRFDX |
T. Rowe Price Equity Income |
| SMALL BLEND |
OTCFX |
T. Rowe Price Small-Cap Stock |
| MID-CAP BLEND |
VEMSX |
Vanguard Extended Market Idx Signal |
| LARGE GROWTH |
VFTSX |
Vanguard FTSE Social Index Inv |
| LARGE BLEND |
VINIX |
Vanguard Institutional Index Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
RERGX |
American Funds EuroPacific Gr R6 |
| Foreign Large Blend |
FSIIX |
Fidelity Spartan International Inde |
| Foreign Large Value |
NIIVX |
ING International Value Fund |
| Foreign Large Growth |
AIEVX |
Invesco International Growth Fund |
|
| Others |
|
|
| Moderate Allocation |
DODBX |
Dodge & Cox Balanced Fund |
| Moderate Allocation |
PAXIX |
Pax World Balanced Fund |
| Target Date 2000-2010 |
TRRFX |
T. Rowe Price Retirement 2005 Fund |
| Target Date 2000-2010 |
TRRAX |
T. Rowe Price Retirement 2010 Fund |
| Target Date 2011-2015 |
TRRGX |
T. Rowe Price Retirement 2015 Fund |
| Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement 2020 Fund |
| Target Date 2021-2025 |
TRRHX |
T. Rowe Price Retirement 2025 Fund |
| Target Date 2026-2030 |
TRRCX |
T. Rowe Price Retirement 2030 Fund |
| Target Date 2031-2035 |
TRRJX |
T. Rowe Price Retirement 2035 Fund |
| Target Date 2036-2040 |
TRRDX |
T. Rowe Price Retirement 2040 |
| Target Date 2041-2045 |
TRRKX |
T. Rowe Price Retirement 2045 Fund |
| Retirement Income |
TRRIX |
T. Rowe Price Retirement Income Fund |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
EIEMX |
Eaton Vance Parametric Struct Em Mk |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
|
Investment model portfolios
We provide two types of investment model portfolios for ADIDAS AMERICA INC. EMPLOYEE 401K 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.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
ADIDAS AMERIC... Moderate
|
-1.08 |
24.19 |
1.53 |
3.38 |
2.59 |
3.34 |
5.42 |
6.28 |
NA |
7.13 |
16.71 |
-18.21 |
3.95 |
12.55 |
-2.50 |
-4.55 |
12.98 |
3.81 |
-4.56 |
0.76 |
14.79 |
7.68 |
-5.28 |
4.35 |
24.30 |
-4.12 |
17.27 |
17.31 |
4.88 |
12.20 |
16.93 |
6.83 |
6.81 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
ADIDAS AMERIC... Moderate
|
NA |
0.21 |
-0.23 |
0.12 |
0.07 |
NA |
NA |
0.61 |
0.05 |
0.06 |
1.43 |
-1.31 |
0.49 |
1.42 |
-0.60 |
-0.95 |
2.97 |
0.75 |
-0.87 |
0.12 |
2.13 |
1.38 |
-0.52 |
0.39 |
2.66 |
-1.13 |
1.37 |
1.98 |
0.49 |
1.59 |
3.10 |
1.86 |
1.16 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.23 |
0.32 |
0.74 |
0.56 |
NA |
NA |
0.44 |
-0.70 |
1.44 |
1.69 |
-0.81 |
2.17 |
0.53 |
2.40 |
-0.34 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.15 |
1.24 |
0.25 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.59 |
0.98 |
1.24 |
1.62 |
1.63 |
4.33 |
-0.18 |
0.91 |
0.58 |
1.92 |
-0.53 |
1.73 |
0.60 |
0.00 |
0.31 |
1.49 |
-0.24 |
0.80 |
0.65 |
-1.27 |
1.19 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.29 |
0.15 |
0.51 |
0.38 |
NA |
NA |
0.49 |
-0.10 |
0.48 |
1.37 |
-1.22 |
1.32 |
0.70 |
2.78 |
-0.86 |
3.76 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.41 |
1.36 |
0.50 |
1.49 |
2.09 |
-0.75 |
-0.58 |
-0.23 |
1.08 |
1.57 |
1.57 |
0.93 |
4.20 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
ADIDAS AMERIC... Moderate
|
NA |
9.28 |
11.34 |
10.27 |
8.22 |
NA |
NA |
7.66 |
8.12 |
9.33 |
8.68 |
14.92 |
8.10 |
8.67 |
6.53 |
6.19 |
4.15 |
4.79 |
5.25 |
6.07 |
6.93 |
5.51 |
10.19 |
10.99 |
9.09 |
4.46 |
10.41 |
7.07 |
5.49 |
7.06 |
5.23 |
3.08 |
3.87 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.39 |
18.60 |
17.94 |
18.44 |
NA |
NA |
18.12 |
28.69 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.43 |
10.86 |
10.39 |
10.40 |
NA |
NA |
11.50 |
14.60 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
ADIDAS AMERIC... Moderate
|
NA |
6.33 |
23.27 |
25.79 |
25.79 |
NA |
NA |
25.79 |
0.65 |
6.27 |
8.63 |
23.93 |
5.37 |
10.25 |
6.45 |
10.72 |
1.53 |
4.20 |
6.73 |
5.49 |
5.10 |
4.40 |
12.33 |
10.53 |
4.58 |
5.54 |
8.64 |
8.22 |
3.84 |
5.87 |
2.76 |
1.64 |
2.77 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
13.24 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
ADIDAS AMERIC... Moderate
|
NA |
4.37 |
4.88 |
4.39 |
3.89 |
NA |
NA |
3.90 |
NA |
0.90 |
4.29 |
3.85 |
5.46 |
4.15 |
3.81 |
2.34 |
0.27 |
2.92 |
5.54 |
5.42 |
1.55 |
4.43 |
1.31 |
4.15 |
4.56 |
2.34 |
4.03 |
4.12 |
3.28 |
4.93 |
3.62 |
5.62 |
6.73 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
