New AMEREN CORPORATION SAVINGS INVESTMENT PLAN
Investment Model Portfolios
Ameren Corp (Ticker:AEE) has the "New AMEREN CORPORATION SAVINGS INVESTMENT PLAN".
Investment options of New AMEREN CORPORATION SAVINGS INVESTMENT PLAN
Total Available Funds: 23
| Asset Class |
Ticker
| Description |
| Others |
|
|
| ROOT |
CASH |
Collective Stable Asset Fund |
| unknown |
unknown |
Participant Loans |
| Target Date 2016-2020 |
STLCX |
Barclays Global Investors LP 2020 Portfolio |
| ROOT |
unknow |
Barclays Global Investors LP 2015 Portfolio |
| ROOT |
unknow |
Barclays Global Investors LP 2025 Portfolio |
| ROOT |
STLBX |
Barclays Global Investors LP 2010 Portfolio |
| Target Date 2026-2030 |
STLDX |
Barclays Global Investors LP 2030 Portfolio |
| ROOT |
CASH |
FMTC Institutional Cash Portfolio |
| Target Date 2026-2030 |
STLDX |
Barclays Global Investors LP 2035 Portfolio |
| Retirement Income |
STLAX |
Barclays Global Investors LP Retirement Portfolio |
| Target Date 2036-2040 |
STLEX |
Barclays Global Investors LP 2040 Portfolio |
| ROOT |
unknow |
Barclays Global Investors LP 2045 Portfolio |
| Target Date 2050+ |
STLFX |
Barclays Global Investors LP 2050 Portfolio |
|
| US EQUITY |
|
|
| US EQUITY |
AEE |
Ameren Stock Fund |
| MID-CAP VALUE |
NSMRX |
NWQ Small/Mid Cap Value Fund |
| LARGE VALUE |
PNEAX |
NFJ Dividend Value Fund |
| LARGE GROWTH |
RGAFX |
American Funds Growth Fund of America |
| LARGE BLEND |
IVV |
Barclays Global Investors,Equity Index Fund |
| MID-CAP BLEND |
VXF |
Vanguard Extended Market Index Fund |
| US EQUITY |
AES |
AES Stock Fund |
| Small Growth |
RVPCX |
Royce Value Plus Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
RERFX |
American Funds EuroPacific Growth Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for New AMEREN CORPORATION SAVINGS INVESTMENT 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 (%)
|
New AMEREN CO... Moderate
|
-0.01 |
-10.53 |
0.76 |
1.90 |
3.44 |
4.15 |
5.87 |
5.66 |
NA |
NA |
7.42 |
-21.95 |
6.10 |
22.82 |
8.35 |
-3.26 |
8.88 |
3.96 |
-2.17 |
1.97 |
14.48 |
7.35 |
-0.96 |
8.61 |
15.91 |
-2.88 |
10.70 |
12.21 |
7.54 |
9.44 |
15.96 |
-0.97 |
6.98 |
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)
|
-0.65 |
-7.84 |
12.14 |
9.76 |
12.14 |
9.45 |
10.11 |
7.22 |
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)
|
-0.49 |
-8.47 |
3.99 |
3.84 |
5.55 |
4.84 |
6.49 |
5.06 |
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
|
New AMEREN CO... Moderate
|
NA |
0.12 |
0.06 |
0.12 |
0.30 |
NA |
NA |
0.63 |
NA |
NA |
0.62 |
-1.44 |
0.59 |
2.78 |
1.30 |
-0.62 |
1.35 |
0.94 |
-0.43 |
0.34 |
2.19 |
1.48 |
-0.12 |
0.79 |
1.94 |
-0.94 |
0.86 |
1.24 |
0.97 |
1.20 |
3.17 |
-0.40 |
1.14 |
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 |
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(%)
|
New AMEREN CO... Moderate
|
NA |
13.75 |
12.18 |
10.15 |
8.31 |
NA |
NA |
7.57 |
NA |
NA |
9.00 |
16.21 |
10.34 |
8.11 |
5.35 |
7.31 |
6.12 |
3.99 |
5.12 |
5.77 |
6.60 |
4.92 |
8.47 |
10.82 |
8.16 |
4.06 |
8.93 |
7.20 |
5.51 |
7.05 |
4.81 |
5.21 |
4.09 |
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 |
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(%)
|
New AMEREN CO... Moderate
|
NA |
13.34 |
27.50 |
27.50 |
27.50 |
NA |
NA |
27.50 |
NA |
NA |
5.55 |
26.95 |
6.20 |
8.00 |
3.27 |
9.14 |
5.51 |
3.23 |
5.26 |
5.40 |
4.30 |
4.39 |
8.83 |
8.70 |
4.58 |
6.29 |
6.70 |
9.08 |
4.08 |
5.76 |
2.90 |
7.16 |
2.77 |
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(%)
|
New AMEREN CO... Moderate
|
NA |
3.62 |
5.94 |
5.03 |
3.90 |
NA |
NA |
4.19 |
NA |
NA |
0.54 |
2.77 |
9.89 |
5.16 |
3.38 |
3.62 |
0.23 |
1.96 |
5.13 |
3.83 |
3.23 |
4.83 |
2.12 |
4.13 |
4.41 |
2.66 |
5.53 |
5.74 |
4.07 |
3.28 |
3.46 |
5.20 |
6.93 |
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 02/28/2023, AR inception is 12/31/2000
