American Honda Motor Company Inc SAVINGS PLAN
Investment Model Portfolios

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Investment options of American Honda Motor Company Inc SAVINGS PLAN

Total Available Funds: 28
Asset Class Ticker Description
US EQUITY
LARGE VALUE AADEX ABF LG CAP VAL INST
LARGE GROWTH RAFFX AF AMCAP R5
LARGE VALUE NFJEX ALLNZ NFJ DIV VAL I
MID-CAP VALUE RSCMX COL MID CP VAL OP R5
LARGE GROWTH FFIDX FID FIDELITY FUND
Small Growth SPVIX JHANCOCK SM CP EQ I
LARGE GROWTH MFEIX MFS GROWTH I
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
SMALL VALUE JSCVX PERKINS SM CAP VAL T
LARGE BLEND FSKTX SPTN TOT MKT IDX INS
SMALL BLEND VSCIX VANG SM CAP IDX INST
INTERNATIONAL EQUITY
Foreign Large Blend HAINX HARBOR INTL INST
Foreign Large Growth SWMIX LAU INTL MKT MSTR SL
FIXED INCOME
High Yield Bond PHIYX PIM HIGH YIELD INST
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Others
Target Date 2000-2010 VTOVX PYR COR LFC 2000 V
Target Date 2000-2010 VTOVX PYR COR LFC 2005 V
Target Date 2000-2010 VTENX PYR COR LFC 2010 V
Target Date 2011-2015 VTXVX PYR COR LFC 2015 V
Target Date 2016-2020 VTWNX PYR COR LFC 2020 V
Target Date 2021-2025 VTTVX PYR COR LFC 2025 V
Target Date 2026-2030 VTHRX PYR COR LFC 2030 V
Target Date 2031-2035 VTTHX PYR COR LFC 2035 V
Target Date 2036-2040 VFORX PYR COR LFC 2040 V
Target Date 2041-2045 VTIVX PYR COR LFC 2045 V
Target Date 2046-2050 VFIFX PYR COR LFC 2050 V
Target Date 2051+ VFFVX PYR COR LFC 2055 V
ROOT VMRXX VANG PRIME MM INST

Investment model portfolios

We provide two types of investment model portfolios for American Honda Motor Company Inc SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
American Honda Motor Company Inc SAVINGS PLAN Tactical Asset Allocation Moderate NA 17.46% -1.60% 2.80% 1.79% 2.70% 4.57% 5.50%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

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