AMERICAN INTERNATIONAL GROUP INC. INCENTIVE SAVINGS PLAN
Investment Model Portfolios

Total Available Funds: 27
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE AIG STABLE VALUE FUND
Intermediate-Term Bond VBMPX VAN TOTAL BOND MARKET INDEX
Others
ROOT AIG AIG STOCK FUND
not found no ticker AIG WARRANT FUND
Target Date 2000-2010 VTENX VANGUARD TARGET RET 2010 FUND
Target Date 2011-2015 VTXVX VANGUARD TARGET RET 2015 FUND
Target Date 2016-2020 VTWNX VANGUARD TARGET RET 2020 FUND
Target Date 2021-2025 VTTVX VANGUARD TARGET RET 2025 FUND
Target Date 2026-2030 VTHRX VANGUARD TARGET RET 2030 FUND
Target Date 2031-2035 VTTHX VANGUARD TARGET RET 2035 FUND
Target Date 2036-2040 VFORX VANGUARD TARGET RET 2040 FUND
Target Date 2041-2045 VTIVX VANGUARD TARGET RET 2045 FUND
Target Date 2046-2050 VFIFX VANGUARD TARGET RET 2050 FUND
Target Date 2051+ VFFVX VANGUARD TARGET RET 2055 FUND
Target Date 2051+ VTTSX VANGUARD TARGET RET 2060 FUND
Retirement Income VTINX VANGUARD TARGET RET INCOME
Moderate Allocation VWENX VANGUARD WELLINGTON FUND
ROOT CASH VANGUARD PRIME MONEY MARKET
US EQUITY
Small Growth BSFIX BARON SMALL CAP FUND
LARGE GROWTH JAVLX JANUS TWENTY FUND
LARGE VALUE MEIJX MFS VALUE FUND
SMALL VALUE JSCOX PERKINS SMALL CAP VALUE
MID-CAP BLEND VIEIX VANGUARD EXTENDED MARKET INDEX
LARGE BLEND VIIIX VANGUARD INSTITUTIONAL INDEX
LARGE GROWTH VPMAX VANGUARD PRIMECAP FUND
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX THORNBURG INTERNATIONAL EQUITY
Foreign Large Blend VFWPX VAN FTSE ALLWORLD US IND INSPL

The following is a moderate-risk model portfolio constructed from the investment options of AMERICAN INTERNATIONAL GROUP INC. INCENTIVE 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