COMERICA INCORPORATED PREFERRED SAVINGS PLAN
Investment Model Portfolios

Comerica Incorporated, through its subsidiaries, provides financial products and services in the Midwest, Western, Texas, and Florida. The company's Business Bank segment comprises middle market, commercial real estate, national dealer services, international finance, global corporate, leasing, financial services, and technology and life sciences businesses.

Investment options of COMERICA INCORPORATED PREFERRED SAVINGS PLAN

Total Available Funds: 24
Asset Class Ticker Description
US EQUITY
LARGE VALUE MUGAX Munder Large Cap Value Fund
Mid-Cap Growth MMSRX Munder MidCap Core Growth Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Fund
LARGE BLEND FRDRX Franklin/Templeton Investments Franklin Rising Dividends Fund
LARGE GROWTH BGFIX William Blair Funds William Blair Growth Fund
Small Growth HSIIX Eagle Funds Eagle Small Cap Growth Fund
LARGE GROWTH RGAFX American Funds The Growth Fund of America
LARGE BLEND GRMIX Comerica Incorporated S&P 500 Index Fund
MID-CAP BLEND IVOO Vanguard S&P MidCap Index Fund
SMALL BLEND VIOO Vanguard S&P Small Cap Index Fund
Others
Moderate Allocation FGTRX Franklin/Templeton Investments Templeton Growth Fund
Moderate Allocation ACETX Van Kampen Funds Van Kampen Equity & Income Fund
ROOT CASH Comerica Incorporated Stable Value Fund
Retirement Income NWRIX Comerica Incorporated Destination Retirement Fund
Target Date 2011-2015 NWEIX Comerica Incorporated Destination 2015 Fund
Target Date 2021-2025 NWHIX Comerica Incorporated Destination 2025 Fund
Target Date 2031-2035 NWLIX Comerica Incorporated Destination 2035 Fund
Target Date 2041-2045 NWNIX Comerica Incorporated Destination 2045 Fund
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair Funds William Blair International Growth Fund
WORLD STOCK RWIFX American Funds Capital World Growth & Income
FIXED INCOME
Short-Term Bond MCAIX Comerica Incorporated Short Term Fund
Intermediate Government ACGUX Van Kampen Funds Van Kampen Government Securities
Intermediate-Term Bond GDFTX Goldman Sachs Funds Goldman Sachs Core Fixed Income Fund
Intermediate Government AGVRX Invesco Aim Funds Aim STIT Treasury Fund

Investment model portfolios

We provide two types of investment model portfolios for COMERICA INCORPORATED PREFERRED 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.

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: 10/31/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
COMERICA INCORPORATED PREFERRED SAVINGS PLAN Tactical Asset Allocation Moderate NA 1.49% 3.65% 7.55% 6.57% 8.17% 8.19% 7.28%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%

Retirement Plan (401(k)) Info for COMERICA INCORPORATED PREFERRED SAVINGS PLAN

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