Merrill Edge No Load No Transaction Fee Funds Investment Model Portfolios

This plan consists of funds chosen from Merrill Edge Select Funds and some additional funds in Real Estate Investments (REITs). Merrill Edge carries very limited no transaction fee no load REITs funds. The Select Funds list does not have any in REITs.

Merrill Edge Select Funds help identify investments that seek to address your investment objectives.

The listing includes no-load funds with no transaction fees and load-waived funds that are open for new and subsequent purchases. Available funds have a minimum initial investment of no more than $3,000. Each fund must have $100 million or greater ($500 million for Large Cap funds) in assets under management across all share classes offered by the fund. Note that index funds are not included in Merrill Edge Select Funds.

A Merrill Edge Short-Term Redemption Fee will apply when selling a No Load NTF fund held less than 90 days.

Investment options of Merrill Edge No Load No Transaction Fee Funds

Total Available Funds: 44

Asset Class

Ticker

Description

US EQUITY
LARGE VALUE	CABDX	AllianceBern Growth & Income A
LARGE VALUE	BIGRX	American Century Income & Growth Inv
LARGE VALUE	FFEIX	Nuveen Dividend Value A
LARGE VALUE	TRVLX	T. Rowe Price Value
LARGE GROWTH	SPECX	Alger Spectra A
LARGE GROWTH	USGLX	JHancock US Global Leaders Gr A
LARGE GROWTH	TRBCX	T. Rowe Price Blue Chip Growth
LARGE GROWTH	TIIRX	TIAA-CREF Growth & Income Retail
MID-CAP VALUE	CMUAX	Columbia Mid Cap Value A
MID-CAP VALUE	JVMAX	JHancock3 Disciplined Value Mid Cap A
MID-CAP VALUE	TCMVX	TIAA-CREF Mid-Cap Value Retail
Mid-Cap Growth	TWHIX	American Century Heritage Inv
Mid-Cap Growth	BMDSX	Baird MidCap Inv
Mid-Cap Growth	JAENX	Janus Enterprise T
Mid-Cap Growth	TCMGX	TIAA-CREF Mid-Cap Growth Retail
SMALL VALUE	AVPAX	American Beacon Small Cp Val Inv
SMALL VALUE	NOSGX	Northern Small Cap Value
SMALL VALUE	RMVIX	RBC Microcap Value I
Small Growth	HSPGX	Emerald Growth A
Small Growth	MGSEX	Managers Special Equity Managers
Small Growth	PRNHX	T. Rowe Price New Horizons
Small Growth	OTCFX	T. Rowe Price Small-Cap Stock

Emerging Market
DIVERSIFIED EMERGING MKTS	MDDCX	BlackRock Emerging Mkts Inv A
DIVERSIFIED EMERGING MKTS	PRMSX	T. Rowe Price Emerging Markets Stock

INTERNATIONAL EQUITY
Foreign Large Blend	LISOX	Lazard Intl Strategic Equity Open
Foreign Large Blend	TROSX	T. Rowe Price Overseas Stock
Foreign Large Blend	PSILX	T. Rowe Price Spectrum International
WORLD STOCK	ARTGX	Artisan Global Value Investor
WORLD STOCK	TOLLX	DWS RREEF Global Infrastructure A
WORLD STOCK	WAGTX	Wasatch World Innovators

FIXED INCOME
Short-Term Bond	PRWBX	T. Rowe Price Short-Term Bond
Short-Term Bond	UASBX	USAA Short-Term Bond Adv
Short-Term Bond	WEFIX	Weitz Short-Intermediate Inc Instl
Intermediate-Term Bond	BCOSX	Baird Core Plus Bond Inv
Intermediate-Term Bond	PBNAX	PACE Strategic Fixed Income A
Intermediate-Term Bond	WACIX	Western Asset Core Plus Bond FI
Long-Term Bond	BLADX	BlackRock Long Duration Bond Inv A
LONG GOVERNMENT	BTTTX	American Century Zero Coupon 2020 Inv
High Yield Bond	INEAX	Columbia High Yield Bond A
High Yield Bond	ETHIX	Eaton Vance High Income Opportunities A
WORLD BOND	IGBFX	Columbia Global Bond A
WORLD BOND	RPIBX	T. Rowe Price International Bond

REAL ESTATE
Global Real Estate	TVRVX	Third Avenue Real Estate Value Investor
Global Real Estate	JERTX	Janus Global Real Estate T

Investment model portfolios

We provide two types of investment model portfolios for Merrill Edge No Load No Transaction Fee Funds 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

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.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
Merrill Edge No Load No Transaction Fee Funds Strategic Asset Allocation - Optimal Moderate	NA	3.23%	4.89%	4.35%	8.71%	6.97%	NA	7.50%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	6.50%	10.56%	10.56%	13.82%	8.70%	5.79%	6.77%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	4.34%	5.64%	5.46%	7.47%	5.63%	5.00%	5.38%

	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 (%)	Merrill Edge ... Moderate	-0.66	3.23	4.89	4.35	8.71	6.97	NA	7.50	NA	NA	NA	NA	NA	4.15	17.98	-5.55	9.55	4.95	-1.51	3.65	13.22	14.67	2.00	31.82	26.74	-29.98	13.95	11.03	10.75	12.25	29.58	-3.72	0.08	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)	-0.97	6.50	10.56	10.56	13.82	8.70	5.79	6.77	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)	-0.63	4.34	5.64	5.46	7.47	5.63	5.00	5.38	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	Merrill Edge ... Moderate	NA	0.45	0.37	0.56	0.76	NA	NA	0.58	NA	NA	NA	NA	NA	0.21	2.80	-0.76	1.85	0.58	-0.19	0.57	1.95	2.14	0.14	1.73	1.54	-1.42	1.12	0.80	1.30	1.34	3.31	-0.50	-0.23	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	0.51	0.88	0.82	0.65	NA	NA	0.45	0.43	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.72	0.74	0.55	0.50	NA	NA	0.51	0.97	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	Merrill Edge ... Moderate	NA	16.26	11.30	9.85	10.38	NA	NA	11.33	NA	NA	NA	NA	NA	18.83	5.91	9.09	4.83	8.12	8.01	6.41	6.76	6.82	13.85	18.31	17.31	21.78	9.71	9.63	6.58	8.41	8.72	9.57	9.63	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	19.85	17.21	17.41	18.48	NA	NA	18.10	24.02	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	10.49	10.11	10.08	10.41	NA	NA	11.48	12.31	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(%)	Merrill Edge ... Moderate	NA	23.43	23.43	23.43	23.43	NA	NA	42.99	NA	NA	NA	NA	NA	23.43	2.98	12.62	3.29	8.02	8.78	4.96	5.36	5.04	12.88	8.36	18.41	39.09	7.67	11.87	5.15	8.12	5.66	16.83	16.00	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	12.88	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(%)	Merrill Edge ... Moderate	NA	1.90	2.88	3.15	3.28	NA	NA	3.78	NA	NA	NA	NA	NA	0.59	2.26	6.12	0.28	2.77	4.74	4.63	3.66	3.29	3.82	2.24	1.75	3.80	4.49	6.92	5.09	5.80	2.18	1.68	5.69	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

Data as of 06/30/2020, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
Merrill Edge No Load No Transaction Fee Funds Tactical Asset Allocation Moderate	NA	28.82%	5.02%	8.81%	6.24%	7.25%	9.01%	9.02%
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%

	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 (%)	Merrill Edge ... Moderate	-0.42	28.82	5.02	8.81	6.24	7.25	9.01	9.02	NA	16.46	11.04	-9.15	3.19	19.66	19.04	-10.64	14.52	2.11	-0.49	1.44	14.00	14.61	1.25	11.70	25.64	-4.06	18.00	16.49	13.31	14.41	28.87	1.51	-4.55	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	Merrill Edge ... Moderate	NA	0.88	0.19	0.39	0.40	NA	NA	0.74	0.04	0.80	0.77	-0.78	0.28	1.10	2.24	-1.11	2.44	0.20	-0.06	0.16	1.94	1.83	0.09	1.20	2.53	-1.01	1.27	1.29	1.54	1.41	3.85	0.07	-0.88	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	0.51	0.88	0.82	0.65	NA	NA	0.45	0.43	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.72	0.74	0.55	0.50	NA	NA	0.51	0.97	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	Merrill Edge ... Moderate	NA	12.40	11.80	13.12	11.14	NA	NA	9.99	16.77	12.37	8.87	13.55	11.42	17.63	7.88	10.75	5.69	9.56	8.96	9.02	7.18	7.94	14.23	9.66	10.09	4.94	11.85	10.26	7.26	9.56	7.31	5.74	7.81	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)	NA	19.85	17.21	17.41	18.48	NA	NA	18.10	24.02	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	10.49	10.11	10.08	10.41	NA	NA	11.48	12.31	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(%)	Merrill Edge ... Moderate	NA	7.68	15.22	21.91	21.91	NA	NA	21.91	1.59	7.68	7.59	16.81	6.95	21.91	3.76	18.26	3.20	7.96	9.18	8.96	6.28	6.38	15.51	8.25	4.44	7.29	9.81	13.88	6.42	10.98	6.23	2.99	8.93	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	12.88	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(%)	Merrill Edge ... Moderate	NA	6.83	5.99	7.02	5.67	NA	NA	0.00	NA	0.92	6.90	4.86	12.12	5.67	5.70	6.88	1.48	3.33	3.62	8.56	3.11	5.67	7.35	2.85	3.86	4.45	9.10	7.39	3.07	2.99	3.90	1.68	2.49	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

Data as of 10/31/2024, AR inception is 12/31/2000

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