Ambac Financial Group, Inc. Savings Incentive Plan
Investment Model Portfolios

Investment options of Ambac Financial Group, Inc. Savings Incentive Plan

Total Available Funds: 32
Asset Class Ticker Description
Others
ROOT CASH Vanguard Prime Money Mkt Mutual
Moderate Allocation VWELX Vanguard Wellington Mutual
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual
Conservative Allocation VSCGX Vanguard LifeStrategy Growth Mutual
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Mutual
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Mutual
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual
Conservative Allocation VASIX Vanguard LifeStrategy Income Mutual
Retirement Income VTINX Vanguard Target rtmt Income Mutual
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Mutual
Foreign Large Value VTRIX Vanguard International Value Mutual
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Mutual
LARGE BLEND VQNPX Vanguard Growth Income Mutual
LARGE VALUE VWNFX Vanguard Windsor II Mutual
Small Growth VEXPX Vanguard Explorer Mutual
LARGE GROWTH VWUSX Vanguard U.S. Growth Mutual
LARGE GROWTH VMRAX Vanguard Morgan Growth Investment Mutual
LARGE GROWTH CISIX Vanguard Calvert Social Index Mutual
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Mutual
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Mutual
Long-Term Bond VWETX Vanguard LT Investment Grade Mutual Fund
Intermediate Government VFIIX Vanguard GNMA Mutual
Short-Term Bond VBISX Vanguard Short-term Bond Index Mutual
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Mutual

Investment model portfolios

We provide two types of investment model portfolios for Ambac Financial Group, Inc. Savings Incentive 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.

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
Ambac Financial Group, Inc. Savings Incentive Plan Tactical Asset Allocation Moderate NA 16.72% 0.45% 6.37% 5.81% 7.26% 7.71% 7.85%
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 Ambac Financial Group, Inc. Savings Incentive Plan

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