Ardent Sound Inc Retirement 401K Plan
Investment Model Portfolios

This plan is created upon a user’s request.

Investment options of Ardent Sound Inc Retirement 401K Plan

Total Available Funds: 76
Asset Class Ticker Description
Others
Conservative Allocation CAAMX AIM Moderately Conservative Allc A
Moderate Allocation AMKAX AIM Moderate Allocation A
Target Date 2016-2020 AFTAX Invesco Balanced-Risk Retire 2020 A
Target Date 2026-2030 TNAAX Invesco Balanced-Risk Retire 2030 A
Target Date 2036-2040 TNDAX Invesco Balanced-Risk Retire 2040 A
Target Date 2050+ TNEAX Invesco Balanced-Risk Retire 2050 A
Retirement Income IANAX Invesco Balanced-Risk Retire Now A
World Allocation ABRZX Invesco Balanced-Risk Allc A
Conservative Allocation ALAAX AIM Income Allocation A
Moderate Allocation ACEIX Van Kampen Equity and Income A
Equity Energy IENAX Invesco Energy A
Health GGHCX AIM Global Health Care A
EQUITY PRECIOUS METALS IGDAX Invesco Gold & Precious Metals A
Consumer Cyclical ILSAX Invesco Leisure A
Technology ITYAX AIM Technology A
Utilities IAUTX AIM Utilities A
Convertibles CNSAX Invesco Convertible Secs A
US EQUITY
LARGE BLEND AADAX AIM Growth Allocation A
LARGE BLEND VLFAX Van Kampen Leaders A
Mid-Cap Growth ACDAX AIM Capital Development A
LARGE BLEND CHTRX AIM Charter A
LARGE GROWTH CSTGX AIM Constellation A
LARGE VALUE LCEAX AIM Diversified Dividend A
Mid-Cap Growth IDYAX AIM Dynamics A
MID-CAP BLEND ATDAX AIM Trimark Endeavor A
LARGE BLEND VADAX Morgan Stanley Equally-Wtd S&P 500 A
MID-CAP BLEND GTAGX AIM Mid Cap Core Equity A
LARGE BLEND SPIAX Morgan Stanley S&P 500 Index A
SMALL BLEND SMEAX AIM Small Cap Equity A
SMALL BLEND ATIAX AIM Trimark Small Companies A
LARGE BLEND SCAUX AIM Structured Core A
LARGE GROWTH ASMMX AIM Summit A
LARGE BLEND VAFAX Van Kampen American Franchise A
MID-CAP VALUE MSAVX Van Kampen American Value A
LARGE VALUE ACSTX Van Kampen Comstock A
LARGE VALUE ACGIX Van Kampen Growth and Income A
Mid-Cap Growth VGRAX Van Kampen Mid Cap Growth A
LARGE VALUE VVOAX Van Kampen Value Opportunities A
INTERNATIONAL EQUITY
Foreign Large Blend AINAX AIM International Allocation A
PACIFIC/ASIA EX-JAPAN STK ASIAX AIM Asia Pacific Growth A
PACIFIC/ASIA EX-JAPAN STK AACFX AIM China A
EUROPE STOCK AEDAX AIM European Growth A
EUROPE STOCK ESMAX AIM European Small Company A
WORLD STOCK AWSAX Invesco Global Core Equity A
WORLD STOCK GTNDX AIM Global Equity A
WORLD STOCK AGGAX AIM Global Growth A
WORLD STOCK AGAAX AIM Global Small & Mid Cap Growth A
Foreign Large Value IBVAX AIM Intl Core Equity A
Foreign Large Growth AIIEX AIM International Growth A
DIVERSIFIED PACIFIC/ASIA TGRAX Morgan Stanley Pacific Growth A
FIXED INCOME
WORLD BOND PIAFX Invesco Premium Income A
Intermediate-Term Bond ACPSX Invesco Core Plus Bond A
Emerging Markets Bond IAEMX Invesco Emerging Mkt Lcl Ccy Debt A
Bank Loan AFRAX AIM Floating Rate A
High Yield Bond AMHYX AIM High Yield A
High Yield Bond HYLAX Morgan Stanley High-Yield Secs A
WORLD BOND AUBAX AIM International Total Return A
SHORT GOVERNMENT LMTAX AIM Limited Maturity Treasury A3
Short-Term Bond STBAX AIM Short Term Bond A
Intermediate Government AGOVX AIM US Government A
Intermediate-Term Bond ACCBX Van Kampen Corporate Bond A
Bank Loan VSLAX Van Kampen Senior Loan A
Intermediate Government VKMGX Van Kampen US Mortgage A
Muni California Long CLFAX Morgan Stanley CA Tax-Free Income A
High Yield Muni AHMAX AIM High Income Municipal A
Muni National Long AMBDX AIM Municipal Bond A
Muni National Interm ATFAX AIM Tax-Free Intermediate A3
High Yield Muni ACTHX Van Kampen High-Yield Municipal A
Muni National Interm VKLMX Van Kampen Interm-Term Muni Inc A
Muni National Long VKMMX Van Kampen Municipal Income A
Muni New York Long VNYAX Van Kampen NY Tax-Free Income A
Muni Pennsylvania VKMPX Van Kampen PA Tax-Free Income A
Emerging Market
DIVERSIFIED EMERGING MKTS IEMAX Invesco Emerging Markets Equity A
COMMODITIES
COMMODITIES BROAD BASKET BRCAX Invesco Balanced Risk Commodity Strat A
REAL ESTATE
Global Real Estate AGREX AIM Global Real Estate A
REAL ESTATE ASRAX AIM Select Real Estate Income A

Investment model portfolios

We provide two types of investment model portfolios for Ardent Sound Inc Retirement 401K Plan 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Ardent Sound Inc Retirement 401K Plan Tactical Asset Allocation Moderate NA -10.24% -4.40% -2.03% 1.20% 3.79% NA … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 11.44% 10.06% 9.70% 13.18% 8.56% 5.81% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.85% 5.03% 4.67% 7.09% 5.52% 5.06% … …
Data as of 05/29/2020, Common starting date is 12/31/2000

Click here for more plan details and features ►