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American Association of Motor Vehicle Administrators AAMVA Retirement Plan
Investment Model Portfolios

Ariba, Inc., together with its subsidiaries, provides collaborative business commerce solutions for buying and selling goods and services.

Investment options of American Association of Motor Vehicle Administrators AAMVA Retirement Plan

Total Available Funds: 30
Asset Class Ticker Description
US EQUITY
LARGE VALUE ALVIX AMERICAN CENTURY LARGE VAL INV
LARGE GROWTH FCNTX FIDELITY CONTRAFUND
LARGE BLEND NBSTX NB SOCIALLY RESP TR
LARGE BLEND FSMAX SPARTAN 500 INDEX
MID-CAP BLEND FLVCX FIDELITY LEVERAGED CO STK
MID-CAP VALUE JMCVX PERKINS MID CP VAL T
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
SMALL BLEND RYPFX ROYCE PA MUTUAL SVC
Mid-Cap Growth PEEAX PRU/J MID CAP GR A
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FIDELITY INTL DISCOVERY
Foreign Large Blend FSIIX SPTN INTL INDEX INV
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS
Others
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000
Target Date 2000-2010 FFFVX FIDELITY FREEDOM 2005
Target Date 2000-2010 FFFCX FIDELITY FREEDOM 2010
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020
Target Date 2021-2025 FFTWX FIDELITY FREEDOM 2025
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030
Target Date 2031-2035 FFTHX FIDELITY FREEDOM 2035
Target Date 2036-2040 FFFFX FIDELITY FREEDOM 2040
Target Date 2041-2045 FFFGX FIDELITY FREEDOM 2045
Target Date 2050+ FFFHX FIDELITY FREEDOM 2050
Retirement Income FFFAX FIDELITY FREEDOM INCOME
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE FIDELITY MGD INC PORT
Multisector Bond FSICX FIDELITY STRATEGIC INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
Inflation-Protected Bond ACITX AMCENT INFL-ADJBD IV
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPHMR DEV MKTS A

Investment model portfolios

We provide two types of investment model portfolios for American Association of Motor Vehicle Administrators AAMVA Retirement 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
American Association of Motor Vehicle Administrators AAMVA Retirement Plan Tactical Asset Allocation Moderate NA 24.76% 0.18% 3.94% 4.39% 6.15% 7.82% 9.06%
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%
Data as of 10/31/2024, AR inception is 12/31/2000