THE AES CORPORATION RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Total Available Funds: 25
Asset Class Ticker Description
Others
ROOT CASH Merrill Lynch Retirement Preservation Trust
Retirement Income VTINX Vanguard Target Income Retirement
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
World Allocation MALOX Blackrock Global Allocation , Inc. (Class I)
Moderate Allocation MACPX Blackrock Balanced Capital , Inc. (Class I)
ROOT CASH Money market substitute
US EQUITY
LARGE BLEND PNIEX Merrill Lynch Equity Index Trust Tier 10 (Class A) -- proxy use asset index
MID-CAP BLEND MRRFX Merrill Lynch Mid-Cap S&P 400 Index Trust -- proxy use asset index
LARGE GROWTH VMRAX Vanguard Morgan Growth Yield
LARGE VALUE MABAX Blackrock Basic Value , Inc. (Class I)
Small Growth BISCX UBS US Small Cap Growth . (Class Y)
SMALL VALUE CSCZX Bank of America Columbia Small Cap Value
INTERNATIONAL EQUITY
Foreign Large Value NIIVX ING International Value (Class I)
WORLD STOCK MAGCX Blackrock Global Small Cap , Inc. (Class I)
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Institutional Return (Admin Class)
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets

The following is a moderate-risk model portfolio constructed from the investment options of THE AES CORPORATION 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 AES CORPORATION RETIREMENT SAVINGS PLAN

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