American Airlines Inc A 401k Capital Accumulation Plan
Investment Model Portfolios
Amazon.com (Ticker: AMZN) is the largest online book and goods seller.
Investment options of American Airlines Inc A 401k Capital Accumulation Plan
Total Available Funds: 28
| Asset Class |
Ticker
| Description |
| Others |
|
|
| not found |
no ticker |
Aggressive Pre-Mixed Portfolio Option |
| not found |
no ticker |
American Airlines Federal Credit Union Option |
| Moderate Allocation |
AADBX |
American Beacon Balanced Option |
| Moderate Allocation |
FPURX |
Fidelity Puritan Option |
| not found |
no ticker |
Moderate Pre-Mixed Portfolio |
| Technology |
PRSCX |
T Rowe Price Science & Technology Option |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
AEMFX |
American Beacon Emerging Markets Option |
| DIVERSIFIED EMERGING MKTS |
DRPEX |
Dreyfus Emerging Markets Option |
|
| FIXED INCOME |
|
|
| High Yield Bond |
AYBFX |
American Beacon High Yield Bond Option |
| Intermediate-Term Bond |
AABDX |
American Beacon Intermediate Bond Option |
| Short-Term Bond |
AASBX |
American Beacon Short-Term Bond Option |
| Inflation-Protected Bond |
ATPIX |
American Beacon Treasury Inf Protected Sec Option |
| Intermediate-Term Bond |
FSITX |
Spartan US Bond Index Option |
| High Yield Bond |
PRHYX |
T Rowe Price High Yield Option |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
AIIIX |
American Beacon International Equity Index Option |
| Foreign Large Value |
AAIEX |
American Beacon International Equity Option |
| Foreign Large Blend |
FDIVX |
Fidelity Diversified International Option |
|
| US EQUITY |
|
|
| LARGE VALUE |
AADEX |
American Beacon Large Cap Value Option |
| MID-CAP VALUE |
AMDIX |
American Beacon Mid-Cap Value Option |
| LARGE BLEND |
AASPX |
American Beacon S&P 500 Index Option |
| SMALL BLEND |
ASCIX |
American Beacon Small Cap Index Option |
| SMALL VALUE |
AVFIX |
American Beacon Small Cap Value Option |
| LARGE VALUE |
DODGX |
Dodge & Cox Stock Option |
| MID-CAP BLEND |
DMCVX |
Dreyfus Opportunistic Midcap Value Option |
| LARGE GROWTH |
JGROX |
Janus Option |
| SMALL VALUE |
JSCOX |
Perkins Small Cap Value Option |
| Mid-Cap Growth |
RPMGX |
T Rowe Price Mid-Cap Growth Option |
| Small Growth |
PRNHX |
T. Rowe Price New Horizons Option |
|
Investment model portfolios
We provide two types of investment model portfolios for American Airlines Inc A 401k Capital Accumulation 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: 10/31/2017.
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 (%)
|
American Airl... Moderate
|
0.65 |
8.65 |
3.85 |
5.02 |
4.76 |
8.32 |
NA |
7.99 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
2.70 |
6.71 |
9.22 |
-6.64 |
-1.53 |
13.89 |
7.62 |
-1.74 |
3.07 |
24.57 |
-3.72 |
15.60 |
18.52 |
12.12 |
13.12 |
16.91 |
2.15 |
1.06 |
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)
|
0.24 |
23.46 |
10.63 |
15.01 |
7.39 |
9.46 |
7.20 |
6.51 |
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)
|
0.30 |
14.08 |
5.63 |
7.55 |
4.39 |
7.12 |
6.29 |
5.63 |
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
|
American Airl... Moderate
|
NA |
1.72 |
0.69 |
0.76 |
0.74 |
NA |
NA |
0.96 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
0.52 |
1.21 |
1.98 |
-1.35 |
-0.28 |
1.98 |
1.67 |
-0.20 |
0.32 |
2.48 |
-0.91 |
1.14 |
1.66 |
1.66 |
1.54 |
3.10 |
0.32 |
-0.38 |
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(%)
|
American Airl... Moderate
|
NA |
5.07 |
4.90 |
5.47 |
6.78 |
NA |
NA |
6.91 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
5.05 |
5.02 |
4.56 |
4.95 |
5.51 |
6.98 |
4.53 |
8.74 |
9.43 |
9.86 |
5.08 |
11.01 |
9.18 |
5.98 |
7.91 |
5.23 |
3.32 |
3.25 |
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(%)
|
American Airl... Moderate
|
NA |
3.45 |
8.34 |
11.58 |
11.58 |
NA |
NA |
12.78 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
0.33 |
3.45 |
3.77 |
8.34 |
6.00 |
4.81 |
4.39 |
9.82 |
9.08 |
4.89 |
7.88 |
8.75 |
12.78 |
5.40 |
9.04 |
2.86 |
4.65 |
3.05 |
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(%)
|
American Airl... Moderate
|
NA |
0.51 |
2.14 |
3.18 |
3.37 |
NA |
NA |
4.10 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
0.00 |
0.52 |
2.99 |
2.94 |
5.72 |
3.81 |
4.67 |
1.44 |
4.12 |
4.32 |
3.35 |
11.00 |
10.49 |
7.22 |
4.27 |
1.18 |
0.86 |
0.83 |
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 |
