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THE ETHAN ALLEN RETIREMENT SAVINGS PLAN
Investment Model Portfolios

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Investment options of THE ETHAN ALLEN RETIREMENT SAVINGS PLAN

Total Available Funds: 27
Investment Description
American Beacon Small Cap Value Investor Fund
Carillon Eagle Midcap Growth Fund
Dodge & Cox International Stock Fund
Fidelity Advisor International Capital
JPMorgan Midcap Value-Select Fund
Mainstay Winslow Large Cap Growth
Pimco Total Return
T. Rowe Price Retirement 2005 - ADV
T. Rowe Price Retirement 2010 - ADV
T. Rowe Price Retirement 2015 - ADV
T. Rowe Price Retirement 2020 - ADV
T. Rowe Price Retirement 2025 - ADV
T. Rowe Price Retirement 2030 - ADV
T. Rowe Price Retirement 2035 - ADV
T. Rowe Price Retirement 2040 - ADV
T. Rowe Price Retirement 2045 - ADV
T. Rowe Price Retirement 2050 - ADV
T. Rowe Price Retirement 2055 - ADV
T. Rowe Price Retirement 2060 - ADV
T. Rowe Price Retirement 2065 - ADV
Vanguard Extended Market Index
Vanguard Institutional Index Fund
Vanguard Equity Income - Admiral
Vanguard Total Bond Market Index
Vanguard Total Int'l Stock Index - Instl
Wasatch Core Growth
Putnam Stable Value Fund

Investment model portfolios

We provide two types of investment model portfolios for THE ETHAN ALLEN RETIREMENT 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
THE ETHAN ALLEN RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 19.12% 1.48% 2.20% 2.71% 3.99% 5.41% 6.26%
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