Aar 401k Plan
Investment Model Portfolios

 

Investment options of Aar 401k Plan

Total Available Funds: 9
Asset Class Ticker Description
US EQUITY
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares
Others
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
FIXED INCOME
Intermediate Government VFIIX Vanguard Fixed Income Securities Funds: Vanguard GNMA Fund; Investor Shares
Long-Term Bond VWESX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Investment-Grade Fund; Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares

Investment model portfolios

We provide two types of investment model portfolios for Aar 401k 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.

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
Aar 401k Plan Strategic Asset Allocation - Optimal Moderate NA 24.61% 0.88% 6.82% 6.67% 8.26% 7.49% 7.34%
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%

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
Aar 401k Plan Tactical Asset Allocation Moderate NA -10.37% -11.15% -2.43% 0.66% 2.37% 3.59% 4.34%
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%