THE TAUBMAN COMPANY AND RELATED ENTITIES EMPLOYEE RETIREMENT SAVINGS PLAN
Investment Model Portfolios

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Total Available Funds: 25
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor
Inflation-Protected Bond VIPIX Vanguard Inflation Protected Securities Fund Investor Shares,-,
Others
ROOT TCO Taubman Stock Fund,
Moderate Allocation VWELX Vanguard Wellington Fund Investor
Moderate Allocation VIFS Vanguard 500 Index Fund Signal Shares,
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund,
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund,
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund,
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund,
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund,
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund,
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund,
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund,
Retirement Income VTINX Vanguard Target Retirement Income,
ROOT CASH Vanguard Prime Money Market Fund,
US EQUITY
Small Growth VEXPX Vanguard Explorer Fund Investor,
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor,
LARGE GROWTH VIGIX Vanguard Growth Index Fund Investor,
MID-CAP BLEND VXF Vanguard Extended Market Index Fund Investor,
LARGE VALUE VIVIX Vanguard Value Index Fund Investor
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor

The following is a moderate-risk model portfolio constructed from the investment options of THE TAUBMAN COMPANY AND RELATED ENTITIES EMPLOYEE RETIREMENT SAVINGS PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for THE TAUBMAN COMPANY AND RELATED ENTITIES EMPLOYEE RETIREMENT SAVINGS PLAN

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