Saudi Arabian Airlines 401(k) Plan
Investment Model Portfolios

 Saudi Arabian Airlines 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of Saudi Arabian Airlines 401(k) Plan

Total Available Funds: 26
Asset Class Ticker Description
Others
Moderate Allocation RLBFX American Balanced Fund
ROOT CASH ING Money Market Fund - CIA
Target Date 2011-2015 ISOSX ING Solution 2015 Portfolio-Svc
Target Date 2021-2025 ISZSX ING Solution 2025 Portfolio-Svc
Target Date 2031-2035 ISQSX ING Solution 2035 Portfolio-Svc
Target Date 2041-2045 ISRSX ING Solution 2045 Portfolio-Svc
Retirement Income ISWSX ING Solution Income Portfolio-Svc
unknown asset name P_25993 TD Ameritrade
Moderate Allocation RIDFX The Income Fund of America
US EQUITY
MID-CAP BLEND ARGFX Ariel Fund
LARGE GROWTH FKDNX Franklin Dynatech Fund
Mid-Cap Growth IBSBX ING Baron Asset Portfolio-Svc
MID-CAP VALUE FLMVX ING JPMorgan Mid-Cap Value
LARGE BLEND IPPSX ING Pioneer Fund Portfolio-Svc
LARGE BLEND ISJBX ING Stock Index Portfolio
LARGE GROWTH ITGIX ING T Rowe Price Growth Equity Portfolio
MID-CAP VALUE LMCYX Lord Abbett Mid-Cap Value
SMALL BLEND LRSYX Lord Abbett Small-Cap Value
LARGE GROWTH RGAFX The Growth Fund of America
LARGE VALUE RWMFX Washington Mutual Investor Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund
WORLD STOCK RNPFX New Perspective Fund
WORLD STOCK TEGRX Templeton Growth Fund
FIXED INCOME
Intermediate Government LEINX ING GNMA Income Fund
Intermediate-Term Bond IIBOX ING Intermediate Bond Fund
High Yield Bond OPCHX Oppenheimer Champion Income Fund-A

Investment model portfolios

We provide two types of investment model portfolios for Saudi Arabian Airlines 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
Saudi Arabian Airlines 401(k) Plan Tactical Asset Allocation Moderate NA 16.93% -0.38% 4.34% 4.57% 5.86% 6.63% 6.70%
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%

Retirement Plan (401(k)) Info for Saudi Arabian Airlines 401(k) Plan

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