AECOM TECHNOLOGY CORPORATION RETIREMENT & SAVINGS PLAN
Investment Model Portfolios
--
Investment options of AECOM TECHNOLOGY CORPORATION RETIREMENT & SAVINGS PLAN
Total Available Funds: 29
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE GROWTH |
FDGRX |
Fidelity Investments Growth Company Fund |
| LARGE BLEND |
FSMKX |
Fidelity Investments Spartan 500 Index Investor Class |
| MID-CAP BLEND |
FSEMX |
Fidelity Investments Spartan Extended Mkt Index Fund |
| MID-CAP BLEND |
FLPSX |
Fidelity Investments Fidelity Low-Priced Stock Fund |
| Mid-Cap Growth |
BGRFX |
Baron Growth Fund |
| Small Growth |
VEXRX |
Vanguard Explorer Fund Admiral Shares |
| LARGE GROWTH |
VPCCX |
Vanguard PRIMCAP Core Fund |
| SMALL BLEND |
HASCX |
Harbor Funds Small Cap Value Instl |
| LARGE BLEND |
NBSRX |
Neuberger Berman Socially Responsive Fund Investor |
| LARGE BLEND |
OAKMX |
Oakmark Fund I |
| Small Growth |
PSCZX |
Prudential Jennison Small Company Fund Z |
|
| Others |
|
|
| ROOT |
CASH |
Fidelity Investments rtmt Government Money Mkt |
| Moderate Allocation |
FBALX |
Fidelity Investments Balanced Fund |
| unknown |
unknown |
Fidelity Investments rtmt Benchmark |
| Retirement Income |
FFFAX |
Fidelity Investments Freedom Income |
| Target Date 2000-2010 |
FFFCX |
Fidelity Investments Freedom 2010 |
| Target Date 2011-2015 |
FFVFX |
Fidelity Investments Freedom 2015 |
| Target Date 2016-2020 |
FFFDX |
Fidelity Investments Freedom 2020 |
| Target Date 2026-2030 |
FFFEX |
Fidelity Investments Freedom 2030 |
| Target Date 2036-2040 |
FFFFX |
Fidelity Investments Freedom 2040 |
| Target Date 2050+ |
FFFHX |
Fidelity Investments Freedom 2050 |
| unknwon |
unknwon |
Fidelity Investments Brokeragelink |
| unknwon |
unknwon |
Fidelity Investments Pyramis Large Cap Core Commingled Pool Class F |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
FRESX |
Fidelity Investments Real Estate Investment Fund |
| REAL ESTATE |
REFDX |
Morgan Stanley Global Real Estate Fund Class I Shares |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
REREX |
American Funds EuroPacific Growth Fund Class R4 |
| Foreign Large Value |
DODFX |
Dodge Cox International Stock |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
Pacific Investment Management Company Total Return Fund Institutional Class |
| SHORT GOVERNMENT |
STABLEVALUE |
Fidelity Investments Blended Stable Value Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for AECOM TECHNOLOGY CORPORATION RETIREMENT & SAVINGS 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: 10/31/2023.
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 (%)
|
AECOM TECHNOL... Moderate
|
-0.39 |
11.80 |
8.98 |
6.35 |
4.98 |
7.06 |
7.88 |
8.35 |
NA |
-0.94 |
23.74 |
-9.69 |
13.29 |
8.42 |
13.72 |
-2.61 |
12.63 |
2.41 |
-1.70 |
2.37 |
12.04 |
8.73 |
-1.30 |
17.33 |
23.58 |
-3.69 |
9.14 |
20.53 |
7.42 |
14.38 |
20.25 |
5.88 |
5.96 |
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)
|
-1.25 |
9.98 |
9.75 |
10.95 |
11.06 |
12.38 |
9.19 |
7.54 |
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)
|
-0.67 |
6.25 |
1.68 |
4.40 |
4.69 |
6.67 |
5.54 |
5.08 |
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
|
AECOM TECHNOL... Moderate
|
NA |
1.72 |
0.64 |
0.81 |
0.69 |
NA |
NA |
0.91 |
NA |
-0.15 |
2.59 |
-1.05 |
1.39 |
0.94 |
2.38 |
-0.49 |
2.50 |
0.44 |
-0.27 |
0.35 |
1.85 |
1.31 |
-0.10 |
1.19 |
2.14 |
-1.12 |
0.59 |
2.15 |
0.76 |
1.75 |
3.78 |
1.12 |
1.01 |
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(%)
|
AECOM TECHNOL... Moderate
|
NA |
7.60 |
9.21 |
8.55 |
7.41 |
NA |
NA |
8.05 |
NA |
8.02 |
7.53 |
10.50 |
9.54 |
8.76 |
5.17 |
7.98 |
4.79 |
4.97 |
6.28 |
6.67 |
6.48 |
6.64 |
12.82 |
14.44 |
10.96 |
4.13 |
10.39 |
8.01 |
6.94 |
7.68 |
5.17 |
4.26 |
3.60 |
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(%)
|
AECOM TECHNOL... Moderate
|
NA |
4.32 |
14.68 |
14.68 |
14.68 |
NA |
NA |
14.68 |
NA |
2.26 |
4.32 |
14.67 |
4.39 |
10.91 |
2.72 |
9.73 |
2.12 |
3.69 |
7.67 |
5.12 |
5.94 |
5.55 |
13.08 |
10.05 |
5.29 |
6.27 |
6.99 |
6.69 |
4.71 |
9.54 |
2.21 |
5.93 |
2.67 |
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(%)
|
AECOM TECHNOL... Moderate
|
NA |
14.36 |
9.01 |
7.91 |
5.28 |
NA |
NA |
5.04 |
NA |
0.89 |
14.65 |
7.39 |
4.08 |
6.82 |
5.92 |
3.19 |
0.35 |
3.08 |
2.36 |
4.36 |
3.39 |
3.15 |
1.26 |
2.36 |
4.48 |
2.60 |
5.43 |
9.76 |
8.25 |
5.26 |
3.86 |
5.61 |
7.49 |
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 |
