ASTRAZENECA SAVINGS AND SECURITY PLAN
Investment Model Portfolios

AstraZeneca plc (ADR) (Ticker:AZN) has the "AstraZeneca Savings and Security Plan".
AstraZeneca Savings and Security Plan information is based on paper submission of 2008 filing. We encourage participants to send us email on updated information.

Investment options of ASTRAZENECA SAVINGS AND SECURITY PLAN

Total Available Funds: 31
Asset Class Ticker Description
US EQUITY
LARGE BLEND RFNFX AF FUNDAMENTAL INVS R5
MID-CAP BLEND FLVIX ASTRAZENECA CO. STK
LARGE GROWTH FOCPX FID OTC PORTFOLIO
SMALL BLEND PRSVX TRP SMALL-CAP VALUE
Small Growth VEXRX VANG EXPLORER ADM
LARGE GROWTH VIGIX VANG GRTH INDEX INST
LARGE BLEND VIIIX VANG INST INDEX PLUS
MID-CAP BLEND VMCPX VANG MD CP IDX IS PL
LARGE GROWTH VMRAX VANG MORGAN GRTH ADM
LARGE GROWTH VPCCX VANG PRIMECAP CORE
SMALL BLEND VSCIX VANG SM CAP IDX INST
LARGE VALUE VIVIX VANG VALUE INDX INST
LARGE BLEND RFNGX AF FUNDMNTL INV R6 5
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FDIVX FID DIVERSIFIED INTL
Foreign Large Blend FSPSX SPTN INTL INDEX FAI
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
Intermediate-Term Bond VBMPX VANG TOTAL BD MK IS PL
Others
Moderate Allocation VBAIX VANG BAL INDEX INST
Target Date 2000-2010 VTENX VANG TARGET RET 2010
Target Date 2011-2015 VTXVX VANG TARGET RET 2015
Target Date 2016-2020 VTWNX VANG TARGET RET 2020
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2026-2030 VTHRX VANG TARGET RET 2030
Target Date 2031-2035 VTTHX VANG TARGET RET 2035
Target Date 2036-2040 VFORX VANG TARGET RET 2040
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Target Date 2046-2050 VFIFX VANG TARGET RET 2050
Retirement Income VTINX VANG TARGET RET INC
ROOT CASH VANG PRIME MM INST

Investment model portfolios

We provide two types of investment model portfolios for ASTRAZENECA SAVINGS AND SECURITY 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ASTRAZENECA SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Optimal Moderate NA 33.94% 13.75% 14.26% 9.63% 9.54% 8.30% 8.37%
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

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
ASTRAZENECA SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate NA 34.48% 13.65% 14.59% 9.77% 10.20% 10.03% 10.11%
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

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ASTRAZENECA SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate NA 26.94% 13.42% 12.14% 8.90% 8.77% 8.33% 8.99%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000