Avanti Products LLC 401(k) Profit Sharing Plan and Trust
Investment Model Portfolios

Investment options of Avanti Products LLC 401(k) Profit Sharing Plan and Trust

Total Available Funds: 59
Asset Class Ticker Description
Others
ROOT CASH Vanguard prime money market
World Allocation RIRGX American Funds Capital Inc Bldr R6
EQUITY PRECIOUS METALS OGMIX Oppenheimer Gold & Special Minerals I
Moderate Allocation VBASX Vanguard Balanced Index Signal
Equity Energy VGELX Vanguard Energy Adm
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
FIXED INCOME
WORLD BOND DFSHX DFA Selectively Hedged Global F/I Instl
Emerging Markets Bond GSDIX Goldman Sachs Emerging Market Debt I
Multisector Bond LSBDX Loomis Sayles Bond Instl
Muni National Interm PXMDX PIMCO Tax Managed Real Return D
High Yield Bond STHTX RidgeWorth High Income I
Bank Loan SAMBX RidgeWorth Seix Floating RT High Inc I
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Intermediate-Term Bond VIBSX Vanguard Interm-Term Bond Index Signal
Intermediate Government VSIGX Vanguard Interm-Tm Govt Bd Idx Signal
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
LONG GOVERNMENT VLGSX Vanguard Long-Term Govt Bd Idx Signal
Intermediate-Term Bond VMBSX Vanguard Mortgage-Backed Sec Idx Signal
Short-Term Bond VBSSX Vanguard Short-Term Bond Index Signal
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
COMMODITIES
COMMODITIES BROAD BASKET DCMSX DFA Commodity Strategy
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
INTERNATIONAL EQUITY
WORLD STOCK DGEIX DFA Global Equity I
Foreign Small/Mid Value DISVX DFA International Small Cap Value I
Foreign Small/Mid Blend DFISX DFA International Small Company I
Foreign Large Blend DFTWX DFA T.A. World ex US Core Equity Instl
EUROPE STOCK VESSX Vanguard European Stock Index Signal
Foreign Large Growth VWILX Vanguard International Growth Adm
Foreign Large Value VTRIX Vanguard International Value Inv
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Signal
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv
REAL ESTATE
Global Real Estate DFITX DFA International Real Estate Sec I
REAL ESTATE VGRSX Vanguard REIT Index Signal
US EQUITY
LARGE BLEND VIFSX Vanguard 500 Index Signal
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
LARGE GROWTH VIGSX Vanguard Growth Index Signal
LARGE BLEND VLCSX Vanguard Large Cap Index Signal
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
SMALL BLEND VSISX Vanguard Small Cap Index Signal
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal
LARGE VALUE VVISX Vanguard Value Index Signal

Investment model portfolios

We provide two types of investment model portfolios for Avanti Products LLC 401(k) Profit Sharing Plan and Trust 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: 10/31/2019.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Avanti Products LLC 401(k) Profit Sharing Plan and Trust Strategic Asset Allocation - Optimal Moderate NA 11.00% 5.42% 3.63% 6.06% 6.31% NA 7.80%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 14.18% 14.75% 10.62% 13.46% 8.92% 6.04% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.59% 7.97% 5.39% 7.47% 5.92% 5.39% 5.56%

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
Avanti Products LLC 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation Moderate NA 12.34% 5.40% 7.05% 3.91% 5.90% 8.32% 9.10%
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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