SAS 401K PLAN AND TRUST
Investment Model Portfolios

Here is info from a user:

The assets are listed below.  All have a 30-day hold on purchased assets.   The plan uses a number of lifetime assets called PYR COR LFC and none have symbols so I substituted the Fidelity assets.

Investment options of SAS 401K PLAN AND TRUST

Total Available Funds: 27
Asset Class Ticker Description
US EQUITY
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE BLEND VINIX Vanguard Institutional Index Instl
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
SMALL BLEND NBGNX Neuberger Berman Genesis Inv
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
Small Growth PAMAX Virtus Small-Cap Growth A
LARGE BLEND ANCFX American Funds Fundamental Investors A
INTERNATIONAL EQUITY
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv
Others
Technology FSPTX Fidelity Select Technology
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
NotFound DVMKX DVMKX
ROOT CASH Federated UST Cash Reserve
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return D
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst

Investment model portfolios

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

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.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SAS 401K PLAN AND TRUST Tactical Asset Allocation Moderate NA -5.50% -0.90% 0.22% 1.50% 3.91% 4.60% 5.50%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%

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