AAA Automotive 401K
Investment Model Portfolios

This plan was created based on a user's request. The following is the list of available funds in the plan:

Vanguard Target Retirement  2050 Fund                VFIFX
Vanguard Target Retirement  2045 Fund                VTIVX
Vanguard Target Retirement  2040 Fund                VFORX
                     
Stocks               
Vanguard Total U.S. Stock Market Index                VTSMX
Vanguard 500 Index                VFINX
Vanguard High Dividend Yield Index                VHDYX
Vanguard Small Cap Index                NAESX
Vanguard FTSE All World ex-US Index                VFWIX
Vanguard Emerging Markets Stock Index                VEIEX
Columbia Small Cap Value I (Z)                CSCZX
                     
Combination               
Vanguard Wellesley Income                VWINX
Vanguard Balanced Index                VBINX
Hussman Strategic Total Return                HSTRX
                     
Bonds               
Vanguard Total Bond Market Index                VBMFX
Vanguard Short-Term Bond Index                VBISX
Vanguard Short-Term Investment Grade                VFSTX
Vanguard Long-Term Bond Index                VBLTX
Vanguard Long-Term Investment Grade                VWESX
Vanguard High Yield Corporate                VWEHX
Vanguard Inflation Protected Securities                VIPSX
PIMCO Foreign Bond (USD Hedged)                PFOAX
PIMCO Total Return A                PTTAX
                     
Money Market               
Vanguard Prime Money Market                VMMXX

Investment options of AAA Automotive 401K

Total Available Funds: 23
Asset Class Ticker Description
Others
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Conservative Allocation VWINX Vanguard Wellesley Income
Moderate Allocation VBINX Vanguard Balanced Index
Conservative Allocation HSTRX Hussman Strategic Total Return
ROOT CASH VMMXX (Vanguard Money Market)
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv
SMALL BLEND NAESX Vanguard Small Cap Index
SMALL VALUE CSCZX Columbia Small Cap Value I Z
INTERNATIONAL EQUITY
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Short-Term Bond VBISX Vanguard Short-Term Bond Index
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade
Long-Term Bond VBLTX Vanguard Long-Term Bond Index
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade
High Yield Bond VWEHX Vanguard High-Yield Corporate
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs
WORLD BOND PFOAX PIMCO Foreign Bond (USD-Hedged) A
Intermediate-Term Bond PTTAX PIMCO Total Return A

Investment model portfolios

We provide two types of investment model portfolios for AAA Automotive 401K 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.

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: 08/30/2019.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AAA Automotive 401K Tactical Asset Allocation Moderate NA 1.90% 3.76% 2.75% 6.47% 8.11% NA 8.27%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 2.80% 12.46% 9.97% 13.28% 8.86% 5.96% 6.73%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 2.39% 6.54% 4.76% 7.43% 5.96% 5.36% 5.41%

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