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Ford Motor 401K
Investment Model Portfolios

Ford Motor Company (Ticker: F) designs, develops, manufactures, and services cars and trucks worldwide. It operates in two sectors, Automotive and Financial Services. Ford Motor Company was founded in 1903 and is based in Dearborn, Michigan. Ford is one of the pioneers in automobile industry.

7/1/2010: The available funds are updated based on a user's input (thank you).

Investment options of Ford Motor 401K

Total Available Funds: 20
Asset Class Ticker Description
Others
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund
ROOT STLBX BlackRock LifePath Index NL 2015 Fund
Target Date 2016-2020 STLCX BlackRock LifePath Index NL 2020 Fund
Target Date 2021-2025 LIBKX BlackRock LifePath Index NL 2025 Fund
Target Date 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund
Target Date 2031-2035 LIJIX BlackRock LifePath Index NL 2035 Fund
Target Date 2036-2040 STLEX BlackRock LifePath Index NL 2040 Fund
Target Date 2041-2045 LIHKX BlackRock LifePath Index NL 2045 Fund
Target Date 2046-2050 STLFX BlackRockLifePath Index NL 2050 Fund
Conservative Allocation FSRRX SSgA Real Asset Fund - Class A
Target Date 2051+ LPVIX BlackRock LifePath Index NL 2055 Fund
US EQUITY
LARGE BLEND VLISX Vanguard Large Cap Index Instl
LARGE GROWTH FDGRX Fidelity Growth Company Fund
SMALL BLEND VSCIX Vanguard U.S. Small/Mid Cap Index
Mid-Cap Growth NRGSX Neuberger Berman Genesis Fund-Institutional Class
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Small Cap Equity Trust
Foreign Large Blend MAIIX BlackRock Intl. All Cap Equity Index NL Fund
INTERNATIONAL EQUITY SSGLX SSgA Global All Cap Equity Index
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Interest Income Fund
Intermediate-Term Bond BMOIX BlackRock Bond Index Institutional

Investment model portfolios

We provide two types of investment model portfolios for Ford Motor 401K 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Ford Motor 401K Strategic Asset Allocation - Optimal Moderate 0.92% 14.45% 14.91% 32.75% 17.30% 14.46% 12.04% 10.62%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

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 Inception
Ford Motor 401K Tactical Asset Allocation Moderate -1.61% 12.86% 13.46% 12.05% 7.09% 6.66% 7.31% 7.25%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Ford Motor 401K Asset Allocation Composite Moderate NA 27.90% 13.59% 12.88% 9.35% 9.05% 8.94% 9.49%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000