AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST
Investment Model Portfolios

Investment options of AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST

Total Available Funds: 25
Asset Class Ticker Description
Others
Aggressive Allocation FAMRX AGGRESSIVE MODEL
Conservative Allocation FTANX CONSERVATIVE MODEL
ROOT CASH FEDERATED USTRSRY CASH RSRV IS
Conservative Allocation FKINX FRANKLIN INCOME A
World Allocation WASYX IVY ASSET STRATEGY Y
Moderate Allocation FASGX MODERATE AGGRESSIVE MODEL
Conservative Allocation FFANX MODERATE CONSERVATIVE MODEL
Moderate Allocation FSANX MODERATE MODEL
Natural Resources PGNAX PRUDENTIAL JENNISON NATURAL RE
US EQUITY
LARGE GROWTH TCRAX AMERICAN CENTURY GROWTH A
LARGE VALUE RWMCX AMERICAN FUNDS WASH MUTUAL R3
LARGE GROWTH FKDNX FRANKLIN DYNATECH A
Mid-Cap Growth PEEAX PRUDENTIAL JENNISON MID-CAP GR
LARGE BLEND SENCX SENTINEL COMMON STOCK A
Small Growth SAGWX SENTINEL SMALL COMPANY A
MID-CAP VALUE VETAX VICTORY ESTABLISHED VALUE A
SMALL VALUE SSGSX VICTORY SMALL CO. OPPORTUNTY A
INTERNATIONAL EQUITY
WORLD STOCK RWICX AMERICAN FUNDS CAP WLD G&I R3
Foreign Large Blend RERCX AMERICAN FUNDS EUROPACIFIC R3
WORLD STOCK RNPCX AMERICAN FUNDS NEW PRSPECTV R3
WORLD STOCK RSLCX AMERICAN FUNDS SMALLCAP WLD R3
FIXED INCOME
Intermediate Government FKUSX FRANKLIN US GOVT SECURITIES A
Intermediate-Term Bond PTTAX PIMCO TOTAL RETURN A
WORLD BOND TPINX TEMPLETON GLOBAL BOND A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPP DEVELOPING MARKETS A

Investment model portfolios

We provide two types of investment model portfolios for AVANTAIR INC. 401K 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: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Optimal Moderate NA 25.35% 1.14% 5.84% 5.51% 6.35% 6.74% 7.69%
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%

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
AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate NA 15.07% -2.34% 2.15% 1.84% 2.74% 5.60% 6.90%
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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