AMAZON 401K PLAN
Investment Model Portfolios

Investment options of AMAZON 401K PLAN

Total Available Funds: 24
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
US EQUITY
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
Small Growth VEXRX Vanguard Explorer Adm
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE VALUE VWNAX Vanguard Windsor II Adm
INTERNATIONAL EQUITY
Foreign Large Value ANJIX Allianz NFJ International Value Instl
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Foreign Large Growth AIEVX Invesco International Growth R6
Others
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
ROOT CASH Vanguard Retire Savings Trust III
Retirement Income VTINX Vanguard Target Retirement Income Inv

Investment model portfolios

We provide two types of investment model portfolios for AMAZON 401K 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR
AMAZON 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 24.07% 1.98% 7.37% 6.77% 8.00% 7.22%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%

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: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR
AMAZON 401K PLAN Tactical Asset Allocation Moderate NA 19.69% 0.31% 5.11% 3.66% 4.46% 5.40%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%