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SIA RETIREMENT PLAN
Investment Model Portfolios

Investment options of SIA RETIREMENT PLAN

Total Available Funds: 12
Asset Class Ticker Description
Others
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
Moderate Allocation VWELX Vanguard/Wellington Fund
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Small Growth ATASX Aston Funds: ASTON/TAMRO Small Cap Fund; Class N Shares
LARGE VALUE RRFDX T Rowe Price Equity Income Fund
LARGE GROWTH AGTHX Growth Fund of America
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares

Investment model portfolios

We provide two types of investment model portfolios for SIA RETIREMENT 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.