Amazon.com 401(k) Plan Investment Model Portfolios

Investment options of Amazon.com 401(k) Plan

Total Available Funds: 21

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	VINIX	Vanguard Institutional Index Instl
LARGE GROWTH	TRLGX	T. Rowe Price Instl Large Cap Growth
LARGE GROWTH	VFTSX	Vanguard FTSE Social Index Inv
LARGE VALUE	VWNAX	Vanguard Windsor II Adm
LARGE VALUE	VWNFX	Vanguard Windsor II Investor
Small Growth	VEXPX	Vanguard Explorer Inv
LARGE GROWTH	VFTNX	Vanguard FTSE Social Index Instl
LARGE BLEND	VFINX	Vanguard 500 Index Investor
SMALL VALUE	AVFIX	American Beacon Small Cp Val Inst
LARGE GROWTH	RGAEX	American Funds Growth Fund of Amer R4
MID-CAP BLEND	VSEQX	Vanguard Strategic Equity Inv
Small Growth	VEXRX	Vanguard Explorer Adm

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Total Return Instl
Intermediate-Term Bond	VBMFX	Vanguard Total Bond Market Index Inv
Intermediate-Term Bond	VBTIX	Vanguard Total Bond Market Index Inst

INTERNATIONAL EQUITY
Foreign Large Blend	VGTSX	Vanguard Total Intl Stock Index Inv
Foreign Large Blend	VTSNX	Vanguard Total Intl Stock Index Instl
Foreign Large Blend	BJBIX	Artio International Equity A
Foreign Large Value	ANJIX	Allianz NFJ International Value Instl

Others
ROOT	IGFRX	Invesco International Growth Fund Class R6
ROOT	-	Vanguard Retirement Savings Trust III

Investment model portfolios

We provide two types of investment model portfolios for Amazon.com 401(k) 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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