ProLogis 401(k) Savings Plan
Investment Model Portfolios
ProLogis operates as a real estate investment trust in the United States. It owns, operates, and develops industrial distribution properties in North America, Europe, and Asia. The company operates in three segments: Property Operations, Fund Management, and Corporate Distribution Facilities Services (CDFS).
Investment options of ProLogis 401(k) Savings Plan
Total Available Funds: 35
| Asset Class |
Ticker
| Description |
| Others |
|
|
| ROOT |
NoTicker |
Vanguard Retirement Savings Trust |
| ROOT |
BJBIX |
Julius Baer International Equity Fund |
| Moderate Allocation |
VBINX |
Vanguard Balanced Index Fund Investor Shares |
| Target Date 2000-2010 |
VTOVX |
Vanguard Target Retirement 2005 Fund |
| Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 Fund |
| Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 Fund |
| Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 Fund |
| Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 Fund |
| Retirement Income |
VTINX |
Vanguard Target Retirement Income Fund |
| ROOT |
CASH |
Money market substitute |
|
| US EQUITY |
|
|
| Small Growth |
PMCIX |
Allianz CCM Emerging Companies Fund |
| Mid-Cap Growth |
PMGIX |
Allianz CCM Mid-Cap Fund |
| MID-CAP BLEND |
CAAPX |
Ariel Appreciation Fund |
| LARGE GROWTH |
CTGIX |
Aston ABN AMRO Growth Fund |
| LARGE BLEND |
NYVTX |
Davis New York Venture Fund |
| LARGE GROWTH |
HACAX |
Harbor Capital Appreciation Fund |
| MID-CAP VALUE |
HWMIX |
Hotchkis and Wiley Mid-Cap Value Fund |
| LARGE VALUE |
ICAEX |
MainStay ICAP Equity Fund |
| SMALL BLEND |
TASCX |
Third Avenue Small-Cap Value Fund |
| Small Growth |
TMCGX |
Turner Mid-Cap Growth Fund |
| Small Growth |
TSCEX |
Turner Small-Cap Growth Fund |
| LARGE BLEND |
VFINX |
Vanguard 500 Index Fund Investor Shares |
| LARGE GROWTH |
VIGRX |
Vanguard Growth Index Fund Investor Shares |
| MID-CAP VALUE |
VMVIX |
Vanguard Mid-Cap Index Fund |
| Small Growth |
VISGX |
Vanguard Small-Cap Growth Index Fund |
| SMALL VALUE |
VISVX |
Vanguard Small-Cap Value Index Fund |
| LARGE VALUE |
VIVAX |
Vanguard Value Index Fund Investor Shares |
| MID-CAP VALUE |
VMVIX |
Wells Fargo Advantage C&B Mid Cap Value Portfolio D Shares |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Value |
AAIPX |
American Beacon International Equity Fund |
| FOREIGN SMALL/MID GROWTH |
ARTJX |
Artisan International Fund |
| Foreign Large Blend |
VGTSX |
Vanguard Total International Stock Index Fund |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
CSRSX |
Cohen & Steers Realty Shares |
| REAL ESTATE |
VGSIX |
Vanguard REIT Index Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Fund |
| Intermediate-Term Bond |
BIV |
Vanguard Intermediate-Term Bond Index Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for ProLogis 401(k) Savings Plan participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
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: 02/28/2020.
AR inception is since 12/31/2000.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
ProLogis 401(... Moderate
|
-5.76 |
7.22 |
4.00 |
3.35 |
6.06 |
6.92 |
NA |
7.79 |
NA |
NA |
NA |
NA |
NA |
0.31 |
16.46 |
-3.19 |
4.89 |
6.84 |
-2.01 |
5.80 |
16.21 |
7.47 |
1.19 |
12.19 |
21.50 |
-5.78 |
7.06 |
20.48 |
2.39 |
12.49 |
20.49 |
5.41 |
7.17 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-11.44 |
8.06 |
9.71 |
8.94 |
12.38 |
8.27 |
5.93 |
6.46 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-5.81 |
7.00 |
5.96 |
4.65 |
6.88 |
5.47 |
5.05 |
5.23 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
ProLogis 401(... Moderate
|
NA |
0.79 |
0.42 |
0.49 |
0.76 |
NA |
NA |
0.91 |
NA |
NA |
NA |
NA |
NA |
0.01 |
2.90 |
-0.62 |
0.74 |
1.24 |
-0.31 |
0.99 |
2.42 |
1.35 |
0.12 |
0.85 |
2.35 |
-1.21 |
0.40 |
2.13 |
0.03 |
1.49 |
3.47 |
0.86 |
1.28 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.01 |
0.19 |
0.67 |
0.54 |
NA |
NA |
0.44 |
-1.15 |
1.44 |
1.69 |
-0.81 |
2.17 |
0.53 |
2.40 |
-0.34 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.15 |
1.24 |
0.25 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.59 |
0.98 |
1.24 |
1.62 |
1.63 |
4.33 |
-0.18 |
0.91 |
0.58 |
1.92 |
-0.53 |
1.73 |
0.60 |
0.00 |
0.31 |
1.49 |
-0.24 |
0.80 |
0.65 |
-1.27 |
1.19 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
-0.21 |
-0.01 |
0.47 |
0.36 |
NA |
NA |
0.48 |
-0.82 |
0.48 |
1.37 |
-1.22 |
1.32 |
0.70 |
2.78 |
-0.86 |
3.76 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.41 |
1.36 |
0.50 |
1.49 |
2.09 |
-0.75 |
-0.58 |
-0.23 |
1.08 |
1.57 |
1.57 |
0.93 |
4.20 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
ProLogis 401(... Moderate
|
NA |
8.48 |
7.16 |
6.61 |
7.35 |
NA |
NA |
7.57 |
NA |
NA |
NA |
NA |
NA |
11.54 |
5.19 |
7.24 |
5.72 |
5.35 |
6.63 |
5.85 |
6.70 |
5.51 |
9.69 |
14.28 |
9.10 |
5.53 |
10.05 |
8.07 |
7.29 |
7.77 |
5.70 |
5.00 |
3.80 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.94 |
18.53 |
17.95 |
18.39 |
NA |
NA |
18.11 |
28.46 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.28 |
10.85 |
10.45 |
10.38 |
NA |
NA |
11.50 |
14.83 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
ProLogis 401(... Moderate
|
NA |
11.90 |
11.90 |
11.90 |
11.90 |
NA |
NA |
11.90 |
NA |
NA |
NA |
NA |
NA |
11.90 |
2.10 |
9.07 |
5.39 |
3.49 |
6.79 |
3.95 |
5.61 |
4.93 |
10.05 |
11.05 |
4.58 |
9.58 |
8.27 |
7.51 |
5.61 |
10.04 |
3.19 |
7.34 |
2.51 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
19.24 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
15.52 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
ProLogis 401(... Moderate
|
NA |
4.23 |
2.30 |
2.90 |
3.50 |
NA |
NA |
4.53 |
NA |
NA |
NA |
NA |
NA |
0.58 |
4.71 |
1.83 |
0.36 |
5.46 |
2.86 |
2.36 |
7.55 |
4.10 |
2.45 |
4.32 |
4.59 |
3.21 |
4.98 |
9.62 |
5.46 |
4.37 |
4.52 |
5.65 |
7.16 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Retirement Plan (401(k)) Info for ProLogis 401(k) Savings Plan
