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).

Plan investment options

Total Available Funds: 19
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Small Cap Equity Trust 1.23%
Foreign Large Blend MAIIX BlackRock Intl. All Cap Equity Index NL Fund 0.34%
INTERNATIONAL EQUITY SSGLX SSgA Global All Cap Equity Index 0.26%
Others
Target Date 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund 0.34%
Conservative Allocation FSRRX SSgA Real Asset Fund - Class A 0.95%
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund 0.84%
Target Date 2036-2040 STLEX BlackRock LifePath Index NL 2040 Fund 1.04%
Target Date 2051+ LPVIX BlackRock LifePath Index NL 2055 Fund 0.59%
Target Date 2046-2050 STLFX BlackRockLifePath Index NL 2050 Fund 0.34%
Target Date 2041-2045 LIHKX BlackRock LifePath Index NL 2045 Fund 0.39%
Target Date 2031-2035 LIJIX BlackRock LifePath Index NL 2035 Fund 0.39%
Target Date 2021-2025 LIBKX BlackRock LifePath Index NL 2025 Fund 0.39%
Target Date 2016-2020 STLCX BlackRock LifePath Index NL 2020 Fund 0.67%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Interest Income Fund NA
Intermediate-Term Bond BMOIX BlackRock Bond Index Institutional 0.35%
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company Fund 0.79%
LARGE BLEND VLISX Vanguard Large Cap Index Instl 0.04%
SMALL BLEND VSCIX Vanguard U.S. Small/Mid Cap Index 0.05%
Mid-Cap Growth NRGSX Neuberger Berman Genesis Fund-Institutional Class 0.84%
Average Expense Ratio: 0.55%

The following is a moderate-risk model portfolio constructed from the investment options of Ford Motor 401K.

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


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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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