TRW Automotive Retirement Savings Plan
Investment Model Portfolios
Investment options of TRW Automotive Retirement Savings Plan
Total Available Funds: 25
| Asset Class |
Ticker
| Description |
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
AIZAX |
AllianceBernstein International Value Fund Class A |
| Foreign Large Blend |
RERFX |
American Funds EuroPacific Growth Fund Class R5 |
|
| US EQUITY |
|
|
| LARGE GROWTH |
FDCAX |
Fidelity Capital app Fund |
| SMALL BLEND |
FSLCX |
Fidelity Small Cap Stock Fund |
| LARGE BLEND |
FUSEX |
Spartan U.S. Equity Index Fund |
| LARGE VALUE |
DODGX |
Dodge Cox Stock Fund |
| MID-CAP VALUE |
LAVLX |
Lord Abbett Mid-Cap Value Fund Class A |
| SMALL BLEND |
LRSCX |
Lord Abbett Small-Cap Value Fund Class A |
| LARGE BLEND |
SRVEX |
Victory Diversified Stock Class A |
| Mid-Cap Growth |
ARTMX |
Artisan Mid-Cap Fund |
|
| Others |
|
|
| Retirement Income |
FFFAX |
Fidelity Freedom Income Fund |
| Target Date 2000-2010 |
FFFBX |
Fidelity Freedom 2000 Fund |
| Target Date 2000-2010 |
FFFVX |
Fidelity Freedom 2005 Fund |
| Target Date 2000-2010 |
FFFCX |
Fidelity Freedom 2010 Fund |
| Target Date 2011-2015 |
FFVFX |
Fidelity Freedom 2015 Fund |
| Target Date 2016-2020 |
FFFDX |
Fidelity Freedom 2020 Fund |
| Target Date 2021-2025 |
FFTWX |
Fidelity Freedom 2025 Fund |
| Target Date 2026-2030 |
FFFEX |
Fidelity Freedom 2030 Fund |
| Target Date 2031-2035 |
FFTHX |
Fidelity Freedom 2035 Fund |
| Target Date 2036-2040 |
FFFFX |
Fidelity Freedom 2040 Fund |
| ROOT |
unknow |
Fidelity Managed Income Portfolio |
| Moderate Allocation |
DODBX |
Dodge Cox Balanced Fund |
| ROOT |
CASH |
Other Interest-bearing cash |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTAX |
Pacific Investment Management Company Total Return Fund Administrative Class |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
RRRRX |
DWS RREEF Real Estate Securities Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for TRW Automotive 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.
|
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 (%)
|
TRW Automotiv... Moderate
|
1.72 |
4.68 |
3.48 |
5.00 |
5.19 |
7.01 |
NA |
7.97 |
NA |
NA |
NA |
NA |
NA |
10.62 |
12.08 |
-2.60 |
8.78 |
2.11 |
-0.40 |
3.80 |
13.11 |
9.77 |
-0.64 |
8.80 |
20.35 |
-1.77 |
9.44 |
19.26 |
6.52 |
14.17 |
19.50 |
1.48 |
8.16 |
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)
|
4.40 |
15.48 |
12.13 |
14.08 |
13.62 |
9.09 |
6.31 |
7.27 |
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)
|
1.71 |
8.99 |
6.21 |
7.59 |
7.07 |
5.77 |
5.26 |
5.66 |
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
|
TRW Automotiv... Moderate
|
NA |
1.19 |
0.62 |
0.85 |
0.79 |
NA |
NA |
0.94 |
NA |
NA |
NA |
NA |
NA |
1.17 |
2.16 |
-0.52 |
1.51 |
0.39 |
-0.07 |
0.67 |
2.04 |
1.88 |
-0.07 |
0.68 |
2.18 |
-0.40 |
0.64 |
1.95 |
0.66 |
1.56 |
3.23 |
0.07 |
1.09 |
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 |
0.52 |
0.92 |
0.81 |
0.66 |
NA |
NA |
0.45 |
0.47 |
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 |
0.56 |
0.73 |
0.52 |
0.49 |
NA |
NA |
0.51 |
0.85 |
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(%)
|
TRW Automotiv... Moderate
|
NA |
8.78 |
7.49 |
6.50 |
6.72 |
NA |
NA |
7.48 |
NA |
NA |
NA |
NA |
NA |
8.92 |
4.94 |
7.55 |
5.41 |
4.86 |
6.34 |
5.70 |
6.42 |
5.18 |
9.98 |
12.83 |
9.30 |
6.66 |
10.01 |
8.21 |
6.56 |
8.45 |
5.83 |
5.20 |
5.38 |
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 |
19.81 |
17.18 |
17.40 |
18.47 |
NA |
NA |
18.10 |
23.67 |
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 |
10.51 |
10.10 |
10.07 |
10.41 |
NA |
NA |
11.48 |
12.15 |
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(%)
|
TRW Automotiv... Moderate
|
NA |
10.55 |
10.55 |
10.55 |
10.55 |
NA |
NA |
10.55 |
NA |
NA |
NA |
NA |
NA |
10.55 |
2.31 |
8.21 |
4.95 |
3.44 |
6.72 |
4.49 |
5.96 |
3.88 |
10.23 |
8.73 |
4.85 |
6.79 |
6.57 |
6.73 |
4.38 |
7.52 |
3.30 |
6.95 |
4.14 |
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(%)
|
TRW Automotiv... Moderate
|
NA |
7.98 |
4.71 |
4.49 |
4.13 |
NA |
NA |
5.19 |
NA |
NA |
NA |
NA |
NA |
6.83 |
3.59 |
3.93 |
0.47 |
2.55 |
7.21 |
5.61 |
4.93 |
4.31 |
1.67 |
4.13 |
5.59 |
3.99 |
6.44 |
7.36 |
5.73 |
4.98 |
4.57 |
6.34 |
8.32 |
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 09/30/2020, AR inception is 12/31/2000
