Invesco 401(k) Plan
Investment Model Portfolios
Total Available Funds: 42
Asset Class |
Ticker
| Description |
Others |
|
|
ROOT |
CASH |
SSgA Money Market Fund |
World Allocation |
MDCAX110607 |
Invesco Aim Advisors Inc. Mid Cap Basic Value Fund Class R |
ROOT |
FLISX |
Invesco Aim Advisors Inc. Leisure Fund - Investor Class |
World Allocation |
MDCAX110607 |
Invesco Aim Advisors Inc. Mid Cap Basic Value Fund Class A |
Long-Short |
VMNIX |
Lasso Long & Short Strategic Opportunities Fund |
ROOT |
CASH |
Money market substitute |
ROOT |
CASH |
Bank of America Interest bearing account |
|
REAL ESTATE |
|
|
REAL ESTATE |
MRESX |
Invesco Institutional Retirement Trust Equity Real Estate Securities Trust Fund |
Global Real Estate |
IGREX |
Invesco Aim Advisors Inc. Global Real Estate Fund |
REAL ESTATE |
IARCX |
Invesco Aim Advisors Inc. Real Estate Class C |
REAL ESTATE |
IARIX |
Invesco Aim Advisors Inc. Real Estate - Investor Class |
REAL ESTATE |
RRESX |
SSgA Russell Daily EAFE Fund |
REAL ESTATE |
RRESX |
SSgA Russell REIT Index |
|
US EQUITY |
|
|
LARGE BLEND |
VFINX |
Invesco Institutional Retirement Trust 500 Index Trust Fund |
SMALL BLEND |
SCETX |
Invesco Institutional Retirement Trust Structured Small Cap Value Equity Trust Fund |
LARGE GROWTH |
LCIGX |
Invesco Aim Advisors Inc.Large Cap Growth |
LARGE BLEND |
GTVVX |
Invesco Aim Advisors Inc.. Basic Value Fund |
Mid-Cap Growth |
IDYAX |
Invesco Aim Advisors Inc.. Dynamics Fund Class A |
Small Growth |
GTSVX |
Invesco Aim Advisors Inc. Small Cap Growth Fund |
LARGE VALUE |
DDFIX |
Invesco Aim Advisors Inc. Diversified Dividend Fund - Institutional Class |
LARGE BLEND |
CHTRX |
Invesco Aim Advisors Inc. Charter Fund Class A |
LARGE GROWTH |
CSTGX |
Invesco Aim Advisors Inc. Constellation Fund Class A |
LARGE GROWTH |
ASMMX |
Invesco Aim Advisors Inc. Summit Fund Class A |
MID-CAP BLEND |
GTAGX |
Invesco Aim Advisors Inc. Mid Cap Core Equity Fund Class A |
SMALL BLEND |
SMEAX |
Invesco Aim Advisors Inc. Small Cap Equity Fund Class A |
MID-CAP BLEND |
VIMSX |
Atlantic Whitehall Funds Mid Cap Growth Fund - Institutional Share Class |
MID-CAP BLEND |
VIMSX |
SSgA S&P Mid Cap Index SL Fund |
LARGE VALUE |
IWD |
SSgA Russell 1000 Value Index SL Fund |
LARGE GROWTH |
IWF |
SSgA Russell 1000 Growth Index SL Fund |
Mid-Cap Growth |
ARTMX |
Artisan Mid Cap Value Fund - Investor Class |
|
FIXED INCOME |
|
|
WORLD BOND |
SDGIX |
Invesco Institutional Retirement Trust Core Fixed Income Trust Fund |
High Yield Bond |
HYINX |
Invesco Aim Advisors Inc.High Yield - Investor Class |
High Yield Bond |
AMHYX |
Invesco Aim Advisors Inc. High Yield Class A |
Intermediate-Term Bond |
SSBMX |
SSgA Passive Bond Market Index SL Fund |
Inflation-Protected Bond |
VIPSX |
SSgA Treasury Inflation Protected Fund |
Intermediate-Term Bond |
PTTRX |
PIMCO Real Return Fund - Insititutional Share Class |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Growth |
AIEVX |
Invesco Aim Advisors Inc. International Growth Fund - Institutional Share Class |
PACIFIC/ASIA EX-JAPAN STK |
AACFX |
Invesco Aim Advisors Inc. China Fund Class A |
EUROPE STOCK |
ESMAX |
Invesco Aim Advisors Inc. European Small Company Fund Class A |
PACIFIC/ASIA EX-JAPAN STK |
ASIAX |
Asia Pacific Growth Fund Class A |
Foreign Large Value |
ABIYX |
AllianceBernstein International Value Fund - Advisor Class |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
GTDDX |
Invesco Aim Advisors Inc. Developing Markets Fund Class A |
|
The following is a moderate-risk model portfolio constructed from the investment options of Invesco 401(k) 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 Invesco 401(k) Plan (IVZ)