ACS SAVINGS PLAN
Investment Model Portfolios
Affiliated Computer (Ticker:ACS) is one of the largest business process oursource companies. It was acquired by Xerox (XRX) in 2010.
Total Available Funds: 81
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| US EQUITY |
AAV |
Mellon Bank N.A. Advantage Energy Income Fund |
| SMALL VALUE |
AASVX |
Mellon Bank N.A. American Beacon FDS Small Cap Value Fund |
| Small Growth |
WBSIX |
Mellon Bank N.A. Blair William Small Cap Growth Fund |
| LARGE GROWTH |
CGMFX |
Mellon Bank N.A. CGM Focus Fund |
| LARGE BLEND |
NYVTX |
Mellon Bank N.A. Davis NY Venture Fund |
| US EQUITY |
DB |
Mellon Bank N.A. Deutsche Bank AG London Powershares Crude Oil |
| US EQUITY |
BK |
Mellon Bank N.A. EB Temporary Investment Fund II |
| US EQUITY |
BK |
Mellon Bank N.A. EB Temporary Investment Fund LEH |
| LARGE BLEND |
FAIRX |
Mellon Bank N.A. Fairholme Income Fund |
| LARGE BLEND |
VTSMX |
Mellon Bank N.A. Aggressive Unit |
| Mid-Cap Growth |
MIMSX |
Mellon Bank N.A. Mellon Midcap Unit |
| SMALL BLEND |
NAESX |
Mellon Bank N.A. Mellon Small Cap Unit |
| US EQUITY |
BK |
Mellon Bank N.A. Mellon Stock Unit |
| US EQUITY |
BK |
Mellon Bank N.A. Moderate Aggressive Unit |
| MID-CAP BLEND |
FLPSX |
Mellon Bank N.A Fidelity Low-Priced Stock Fund |
| Small Growth |
FSGRX |
Mellon Bank N.A Franklin Small Cap Growth Fund I – Class A |
| MID-CAP BLEND |
GABIX |
Mellon Bank N.A Gaebelli Asset Ben International Fund |
| LARGE GROWTH |
HACAX |
Mellon Bank N.A Harbor Cap Appreciation Fund |
| LARGE GROWTH |
PTWZX |
Mellon Bank N.A Jennison Sector Class A Fund |
| MID-CAP VALUE |
MEIFX |
Mellon Bank N.A Meridian Income Fund |
| Mid-Cap Growth |
OBHGX |
Mellon Bank N.A Old Mut Advisor Funds II Select Growth (Class Z) |
| SMALL VALUE |
ROFKX |
Mellon Bank N.A Royce Opportunity Fund |
| LARGE GROWTH |
RYATX |
Mellon Bank N.A Rydex Nasdaq-100 Fund |
| LARGE GROWTH |
VIGRX |
Mellon Bank N.A Vanguard World Growth Fund |
| LARGE VALUE |
VWNFX |
Mellon Bank N.A Vanguard Windsor Income Fund II |
|
| Others |
|
|
| ROOT |
CASH |
Mellon Bank N.A. American Century Prime Money Market Fund |
| EQUITY |
TAN |
Mellon Bank N.A. Claymore Exchange-Traded Mac Global |
| EQUITY |
DGP |
Mellon Bank N.A. Deutsche Bank AG London Gold Double Long Exchg |
| ROOT |
CASH |
Mellon Bank N.A. Dreyfus 100% US Treasury Money Market Fund |
| Conservative Allocation |
VWINX |
Mellon Bank N.A. Conservative Unit |
| Conservative Allocation |
VWINX |
Mellon Bank N.A. Moderate Conservative Unit |
| Moderate Allocation |
VAAPX |
Mellon Bank N.A. Moderate Unit |
| Equity Energy |
GAGEX |
Mellon Bank N.A Guinness Atkinson Global Energy Fund |
| EQUITY |
SLV |
Mellon Bank N.A Ishares Silver Fund 13 186 |
| MISCELLANEOUS SECTOR |
PFF |
Mellon Bank N.A Ishares S&P US Preferred Stock Index Fund |
| Technology |
JAGTX |
Mellon Bank N.A Janus Investment Global Technology Fund |
| Financial |
BTO |
Mellon Bank N.A John Hancock Income Fund III |
| SPECIALTY-PRECIOUS METALS |
GDX |
Mellon Bank N.A Market Vectors ETF Gold Miners |
| SPECIALTY-NATURAL RES |
SLX |
Mellon Bank N.A Market Vectors ETF Steel |
| EQUITY |
PBW |
Mellon Bank N.A Powershares Wilder Hill Clean Energy Fund |
| Bear Market |
UVPIX |
Mellon Bank N.A Profunds Ultra Emerging Markets |
| Bear Market |
UVPIX |
Mellon Bank N.A Proshares Ultrashort Traded Fund |
| Bear Market |
EUO |
Mellon Bank N.A Proshares Ultrashort Finls |
| Bear Market |
PST |
Mellon Bank N.A Proshares Ultrashort Lehman 7-10 years |
| Bear Market |
SDS |
Mellon Bank N.A Proshares Ultrashort S&P 500 |
| Bear Market |
TBT |
Mellon Bank N.A Proshares Ultrashort Lehman 20 |
| Bear Market |
SRS |
Mellon Bank N.A Proshares Ultrashort Real Estate |
| EQUITY |
XHB |
Mellon Bank N.A SPDR Unit Ser 1 S&P Poors |
| EQUITY |
USO |
Mellon Bank N.A United States Oil Fund LP units |
| EQUITY |
UNG |
Mellon Bank N.A United States Natural Gas Fund LP units |
| Technology |
WAGTX |
Mellon Bank N.A Wasatch Advisors Global Technology Fund |
| Equity Energy |
DKA |
Mellon Bank N.A Wisdomtree Trust International Fund |
| EQUITY |
ACS |
Mellon Bank N.A ACS Stock Fund |
| EQUITY |
LMT |
Mellon Bank N.A Lockheed Martin Stock Fund |
| ROOT |
CASH |
Money market substitute |
|
| FIXED INCOME |
|
|
| WORLD BOND |
BIBBX |
Mellon Bank N.A. Blackrock International Opportunities II |
| Intermediate-Term Bond |
VFICX |
Mellon Bank N.A. Mellon Agg Bond Unit |
| Long-Term Bond |
LQD |
Mellon Bank N.A Ishares IBOXX Investment Grade Corporate Bond |
| Emerging Markets Bond |
EDD |
Mellon Bank N.A Morgan Stanley Emerging Markets Domestic Debt Fund |
| Intermediate-Term Bond |
PTRAX |
Mellon Bank N.A PIMCO Total Return Fund-Admin Class |
| Inflation-Protected Bond |
VIPSX |
Mellon Bank N.A Vanguard Fixed Income Inflation Protected Securities |
| Intermediate Government |
VFIIX |
Mellon Bank N.A Vanguard Fixed Income GNMA |
| ULTRASHORT BOND |
NVSAX |
Mellon Bank N.A Wells Fargo Stable Value Fund |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
CGMRX |
Mellon Bank N.A. CGM Trust Realty Fund |
| REAL ESTATE |
VGSIX |
Mellon Bank N.A Vanguard Specialized Portfolio Reit |
|
| INTERNATIONAL EQUITY |
|
|
| PACIFIC/ASIA EX-JAPAN STK |
CNZLX |
Mellon Bank N.A. Commonwealth International Australia/New Zealand Fund |
| Foreign Large Value |
DODFX |
Mellon Bank N.A. Dodge & Cox International Stock Fund |
| PACIFIC/ASIA EX-JAPAN STK |
DPCRX |
Mellon Bank N.A. Dreyfus Premier International Greater China Fund |
| Foreign Large Growth |
FDIVX |
Mellon Bank N.A. Fidelity Diversified International Fund |
| Foreign Large Blend |
VGTSX |
Mellon Bank N.A. International Stock Unit |
| JAPAN STOCK |
JOF |
Mellon Bank N.A. Fidelity Investment Japan Small Cos Fund |
| Foreign Small/Mid Value |
OAKEX |
Mellon Bank N.A Harris Assoc Investment Oakmark International Small Cap Fund |
| PACIFIC/ASIA EX-JAPAN STK |
FXI |
Mellon Bank N.A Ishares FTSE Xinhaw China 25 Index Fund |
| WORLD STOCK |
WWNPX |
Mellon Bank N.A Kinetics Paradigm Mutual Funds |
| WORLD STOCK |
VHGEX |
Mellon Bank N.A Vanguard Global Equity Fund |
| PACIFIC/ASIA EX-JAPAN STK |
EPI |
Mellon Bank N.A Wisdomtree Trust India Earnings Fund |
|
| Emerging Market |
|
|
| Latin America Stock |
EWZ |
Mellon Bank N.A Ishares Income MSCI Brazil Free Index Fund |
| DIVERSIFIED EMERGING MKTS |
LZEMX |
Mellon Bank N.A Lazard Emerging Markets Portfolio |
| Latin America Stock |
PRLAX |
Mellon Bank N.A Rowe T Price Latin American Fund |
|
| COMMODITIES |
|
|
| COMMODITIES BROAD BASKET |
GSG |
Mellon Bank N.A Ishares S&P GSCI Comodity Indexed Trust |
| COMMODITIES |
GLD |
Mellon Bank N.A SPDR Gold Shares |
|
The following is a moderate-risk model portfolio constructed from the investment options of ACS 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 ACS SAVINGS PLAN
