ProLogis 401(k) Savings Plan
Investment Model Portfolios

ProLogis operates as a real estate investment trust in the United States. It owns, operates, and develops industrial distribution properties in North America, Europe, and Asia. The company operates in three segments: Property Operations, Fund Management, and Corporate Distribution Facilities Services (CDFS).

Total Available Funds: 35
Asset Class Ticker Description
Others
ROOT NoTicker Vanguard Retirement Savings Trust
ROOT BJBIX Julius Baer International Equity Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
ROOT CASH Money market substitute
US EQUITY
Small Growth PMCIX Allianz CCM Emerging Companies Fund
Mid-Cap Growth PMGIX Allianz CCM Mid-Cap Fund
MID-CAP BLEND CAAPX Ariel Appreciation Fund
LARGE GROWTH CTGIX Aston ABN AMRO Growth Fund
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value Fund
LARGE VALUE ICAEX MainStay ICAP Equity Fund
SMALL BLEND TASCX Third Avenue Small-Cap Value Fund
Small Growth TMCGX Turner Mid-Cap Growth Fund
Small Growth TSCEX Turner Small-Cap Growth Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE GROWTH VIGRX Vanguard Growth Index Fund Investor Shares
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund
Small Growth VISGX Vanguard Small-Cap Growth Index Fund
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
LARGE VALUE VIVAX Vanguard Value Index Fund Investor Shares
MID-CAP VALUE VMVIX Wells Fargo Advantage C&B Mid Cap Value Portfolio D Shares
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
REAL ESTATE VGSIX Vanguard REIT Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond Index Fund

The following is a moderate-risk model portfolio constructed from the investment options of ProLogis 401(k) 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 ProLogis 401(k) Savings Plan

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