Aero Door 2024 - Web Book - Flipbook - Page 27
25
25
25
25
20
20
20
20
20
AB LARGE CAP GROWTH Z
9.0%
Vanguard Equity-Income Adm
8.0%
JPMorgan Mid Cap Growth R
8.0%
Allspring Special Mid Cap Val
7.0%
Invesco Discovery R6
8.0%
Vanguard Small Cap Value Ind 7.0%
Fidelity Advisor® Intl Capi
6.0%
Schwab Fdmtl Intl Lg Co Idx
6.0%
FIDELITY ADVISOR® INTL S
6.0%
Cohen & Steers Instl Realty S
5.0%
PGIM High Yield R6
5.0%
American Funds Bond Fund of
5.0%
Dodge & Cox Global Bond
5.0%
Invesco Stable Value Trust I
15.0%
Comfortable Investing Majority in Stocks
50% Growth Oriented with Stock Funds
AB LARGE CAP GROWTH Z
11.0%
Vanguard Equity-Income Adm
10.0%
JPMorgan Mid Cap Growth R6
3.0%
Allspring Special Mid Cap Value R
3.0%
Invesco Discovery R6
3.0%
Vanguard Small Cap Value Index
3.0%
Fidelity Advisor® Intl Capital A
4.0%
Schwab Fdmtl Intl Lg Co Idx
4.0%
FIDELITY ADVISOR® INTL SM C
4.0%
Cohen & Steers Instl Realty Shares 5.0%
PGIM High Yield R6
5.0%
American Funds Bond Fund of Am 5.0%
PIMCO Income Instl
5.0%
Dodge & Cox Global Bond
5.0%
Invesco Stable Value Trust I
30.0%
Long-Term Time Horizon
Moderately Aggressive
Less Risk with 50% of Portfolio
Moderate
20
20
20
20
20
AB LARGE CAP GROWTH Z
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Allspring Special Mid Cap Val
Invesco Discovery R6
Vanguard Small Cap Value Ind
Fidelity Advisor® Intl Capi
Schwab Fdmtl Intl Lg Co Idx
FIDELITY ADVISOR® INTL S
Cohen & Steers Instl Realty S
PGIM High Yield R6
Dodge & Cox Global Bond
Ambitious Investment Goals
Not Intimidated by Market Volatility
Aggressive
15.0%
10.0%
12.0%
8.0%
12.0%
8.0%
6.5%
6.5%
6.0%
6.0%
5.0%
5.0%
Sample employee model portfolios are intended to illustrate various asset allocations available. The models and allocations are as of the date shown. Each model is rebalanced quarterly, and funds may be replaced
if they fail to meet the criteria outlined in the plan’s investment policy statement. Investment allocations to the various asset classes will change over time. There are no sales charges or transaction charges for any
of the funds in your Plan.
50
25
25
AB LARGE CAP GROWTH Z
6.0%
Vanguard Equity-Income Adm
9.0%
JPMorgan Mid Cap Growth R
2.0%
Allspring Special Mid Cap Val
2.0%
Invesco Discovery R6
2.0%
Vanguard Small Cap Value Ind 2.0%
Fidelity Advisor® Intl Cap
2.0%
Schwab Fdmtl Intl Lg Co Idx
2.0%
Cohen & Steers Instl Realty S
3.0%
American Funds Bond Fund of 5.0%
PIMCO Income Instl
5.0%
Vanguard Short-Term Treasur 15.0%
Invesco Stable Value Trust I
45.0%
AB LARGE CAP GROWTH
2.0%
Vanguard Equity-Income Adm
3.0%
JPMorgan Mid Cap Growth
1.0%
Allspring Special Mid Cap Val
1.0%
Fidelity Advisor® Intl Cap
0.5%
Schwab Fdmtl Intl Lg Co Idx
0.5%
Cohen & Steers Instl Realty
2.0%
American Funds Bond Fund
10.0%
PIMCO Income Instl
5.0%
Vanguard Short-Term Treasur 15.0%
Invesco Stable Value Trust I
60.0%
100
May be Suitable for 3 to 5 Year Time
Horizon
Willing to Take Minimal Risk for Possible
Growth
Moderately Conservative
Short-Term Investor- Will Need Access to
Money within 3 Years
Very Uncomfortable with any Risk
Exposure
Conservative
MODEL INVESTMENT PORTFOLIOS
as of December 31, 2023
Aero Door International, LLC 401(k) Plan
