Ambac Financial Group, Inc. Savings Incentive Plan
Investment Model Portfolios
Total Available Funds: 32
Asset Class |
Ticker
| Description |
Others |
|
|
ROOT |
CASH |
Vanguard Prime Money Mkt Mutual |
Moderate Allocation |
VWELX |
Vanguard Wellington Mutual |
Target Date 2021-2025 |
VTTVX |
Vanguard Target rtmt 2025 Mutual |
Target Date 2016-2020 |
VTWNX |
Vanguard Target rtmt 2020 Mutual |
Target Date 2011-2015 |
VTXVX |
Vanguard Target rtmt 2015 Mutual |
Target Date 2026-2030 |
VTHRX |
Vanguard Target rtmt 2030 Mutual |
Target Date 2036-2040 |
VFORX |
Vanguard Target rtmt 2040 Mutual |
Conservative Allocation |
VSCGX |
Vanguard LifeStrategy Growth Mutual |
Target Date 2031-2035 |
VTTHX |
Vanguard Target rtmt 2035 Mutual |
Conservative Allocation |
VSCGX |
Vanguard LifeStrategy Conservative Growth Mutual |
Moderate Allocation |
VSMGX |
Vanguard LifeStrategy Moderate Growth Mutual |
Target Date 2000-2010 |
VTOVX |
Vanguard Target rtmt 2005 Mutual |
Target Date 2041-2045 |
VTIVX |
Vanguard Target rtmt 2045 Mutual |
Conservative Allocation |
VASIX |
Vanguard LifeStrategy Income Mutual |
Retirement Income |
VTINX |
Vanguard Target rtmt Income Mutual |
Target Date 2000-2010 |
VTENX |
Vanguard Target rtmt 2010 Mutual |
Target Date 2050+ |
VFIFX |
Vanguard Target rtmt 2050 Mutual |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
VWILX |
Vanguard International Growth Mutual |
Foreign Large Value |
VTRIX |
Vanguard International Value Mutual |
|
US EQUITY |
|
|
LARGE BLEND |
VFINX |
Vanguard 500 Index Mutual |
LARGE BLEND |
VQNPX |
Vanguard Growth Income Mutual |
LARGE VALUE |
VWNFX |
Vanguard Windsor II Mutual |
Small Growth |
VEXPX |
Vanguard Explorer Mutual |
LARGE GROWTH |
VWUSX |
Vanguard U.S. Growth Mutual |
LARGE GROWTH |
VMRAX |
Vanguard Morgan Growth Investment Mutual |
LARGE GROWTH |
CISIX |
Vanguard Calvert Social Index Mutual |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Mkt Index Mutual |
Inflation-Protected Bond |
VIPSX |
Vanguard Inflation-Protected Securities Mutual |
Long-Term Bond |
VWETX |
Vanguard LT Investment Grade Mutual Fund |
Intermediate Government |
VFIIX |
Vanguard GNMA Mutual |
Short-Term Bond |
VBISX |
Vanguard Short-term Bond Index Mutual |
|
REAL ESTATE |
|
|
REAL ESTATE |
VGSIX |
Vanguard REIT Index Mutual |
|
The following is a moderate-risk model portfolio constructed from the investment options of Ambac Financial Group, Inc. Savings Incentive 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 Ambac Financial Group, Inc. Savings Incentive Plan