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.

Investment options of ACS SAVINGS PLAN

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

Investment model portfolios

We provide two types of investment model portfolios for ACS SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/30/2022.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ACS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA -17.23% 1.89% 1.78% 3.96% 3.85% 6.79% 6.70%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -15.61% 8.16% 9.09% 11.56% 7.83% 9.73% 7.02%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -18.17% 1.21% 2.65% 4.86% 3.79% 6.20% 4.85%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ACS SAVINGS PLAN Tactical Asset Allocation Moderate NA 16.22% 6.21% 12.05% 7.85% 9.21% 11.01% 11.19%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Retirement Plan (401(k)) Info for ACS SAVINGS PLAN

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