America`s Car-Mart, Inc. 401(K) Plan
Investment Model Portfolios

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Investment options of America`s Car-Mart, Inc. 401(K) Plan

Total Available Funds: 14
Asset Class Ticker Description
Others
ROOT CASH Bank of Oklahoma N.A. Cavanal Hill Cash Management Fund
BALANCE FUND NoTicker Bank of Oklahoma N.A. MAP Target 2010 Fund
BALANCE FUND NoTicker Bank of Oklahoma N.A. MAP Target 2020 Fund
BALANCE FUND NoTicker Bank of Oklahoma N.A. MAP Target 2030 Fund
BALANCE FUND NoTicker Bank of Oklahoma N.A. MAP Target 2040 Fund
BALANCE FUND NoTicker Bank of Oklahoma N.A. MAP Target 2050 Fund
Moderate Allocation FBALX Fidelity Balanced
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA International Value Fund
US EQUITY
Mid-Cap Growth KAUFX Federated Kaufman
LARGE GROWTH RGAFX American Growth Fund of Amer
LARGE VALUE MEIAX MFS Value-A
LARGE BLEND NBGTX Neuberger Berman Guardian Tr Fund
Small Growth LSBYX Lord Abbett Small Cap Blend Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional

Investment model portfolios

We provide two types of investment model portfolios for America`s Car-Mart, Inc. 401(K) 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: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
America`s Car-Mart, Inc. 401(K) Plan Tactical Asset Allocation Moderate NA 22.72% 3.50% 7.25% 6.70% 7.90% 8.80% 8.88%
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%