Sample Portfolios

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Sample Investment Portfolios

Carefully read the section of this Web site regarding Investment Choices which gives a short description of each investment you can use in the AHRP. You'll also find Account Fact Sheets there which offer more detailed information about the choices that interest you. Then choose the options--or combinations of several options--that make you comfortable and help reach your objectives.

The table below provides sample investment portfolios, using AHRP investment choices, that fit the investment strategies on the Investment Strategy page. You may wish to make your own combination to be more or less aggressive. You may also wish to speak to your own financial advisor for help.

The investment choices you elect will be used for your own TSA contributions as well as your employer contributions to you account.

(listed in approximate order of increasing risk/reward)

Plan 1		Plan 2		Plan 3		Plan 4a
Conservative		Moderately Conservative		Moderately Aggressive		Aggressive

Fidelity Freedom 2010 Fund		Fidelity Freedom 2020 Fund		Fidelity Freedom 2030 Fund		Fidelity Freedom 2040 Fund
-OR-		-OR-		-OR-		-OR-
50%	AHRP Capital Preservation Account	30%	Fidelity Balanced Fund	30%	Fidelity Growth & Income Portfolio	25%	American Funds EuroPacific Growth Fund - Class A
20%	Fidelity Balanced Fund	25%	AHRP Capital Preservation Account	15%	CRM Mid Cap Value Fund	25%	RS Partners Fund
15%	American Funds Bond Fund of America	20%	Fidelity Growth & Income Portfolio	20%	Fidelity Balanced Fund	20%	Fidelity Growth & Income Portfolio
15%	Fidelity Growth & Income Portfolio	10%	CRM Mid Cap Value Fund	10%	American Funds EuroPacific Growth Fund - Class A	20%	CRM Mid Cap Value Fund
		5%	American Funds EuroPacific Growth Fund - Class A	10%	RS Partners Fund	10%	Fidelity Balanced Fund
				10%	AHRP Capital Preservation Account
				5%	American Funds Bond Fund of America
						Plan 4b
						25%	Fidelity Diversified International Fund
						20%	Fidelity Blue Chip Growth Fund
						20%	Fidelity Balanced Fund
						20%	Fidelity Growth & Income Portfolio
						15%	Vanguard 500 Index Fund

The investment options in the sample portfolios above are listed in asset classes according to similar risk and return characteristics. When applying a particular portfolio to your individual situation you should consider your own objectives as well as your other assets, income and investments outside the plan. Also, you may substitute investment alternatives available in the Plan with similar risk and return characteristics. For specific information on each fund, refer to the listings in the Investment Choices section of this Web site and the fund fact sheets and prospectus. These sample portfolios are the sole responsibility of AHRP.

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Sample Investment Portfolios

Plan 1

Plan 2

Plan 3

Plan 4a