MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN

Total Available Funds: 142
Asset Class Ticker Description
Others
ROOT CASH Fidelity Retirement Money Market FRTXXFund Family DataAdd to Portfolio
Moderate Allocation FBALX Fidelity Balanced Fund
World Allocation FGBLX Fidelity Global Balanced Fund
Moderate Allocation FDYSX Fidelity Global Strategies Fund
Moderate Allocation FPURX Fidelity Puritan Fund
Convertibles FCVSX Fidelity Convertible Securities Fund
Natural Resources FFGCX Fidelity Global Commodity Stock Fund
Health FBIOX Select Biotechnology Portfolio
MISCELLANEOUS SECTOR FSCHX Select Chemicals Portfolio
Consumer Staples FDFAX Select Consumer Staples Portfolio
Equity Energy FSENX Select Energy Portfolio
EQUITY PRECIOUS METALS FSAGX Select Gold Portfolio
Health FSPHX Select Health Care Portfolio
Industrials FCYIX Select Industrials Portfolio
MISCELLANEOUS SECTOR FBSOX Select IT Services Portfolio
Natural Resources FSDPX Select Materials Portfolio
Communications FBMPX Select Multimedia Portfolio
Equity Energy FSNGX Select Natural Gas Portfolio
Natural Resources FNARX Select Natural Resources Portfolio
Health FPHAX Select Pharmaceuticals Portfolio
Consumer Discretionary FSRPX Select Retailing Portfolio
Technology FSPTX Select Technology Portfolio
Communications FSTCX Select Telecommunications Portfolio
Industrials FSRFX Select Transportation Portfolio
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2046-2050 FFFHX Fidelity Freedom 2050 Fund
Conservative Allocation EXDAX Manning & Napier Pro Blend Conservative Term Series Class S
Conservative Allocation EXBAX Manning & Napier Pro Blend Moderate Term Series Class S
Moderate Allocation OAKBX Oakmark Equity And Income Fund Class I
Conservative Allocation EXBAX Manning & Napier Pro Blend Maximum Term Series Class S
Financial RPFGX Davis Financial Fund Class A
Market Neutral MERFX Merger Fund
FIXED INCOME
Bank Loan FFRHX Fidelity Floating Rate High Income Fund
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond Fund
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate Government FGOVX Fidelity Government Income Fund
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond Fund
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond Fund
Intermediate-Term Bond FMSFX Fidelity Mortgage Securities Fund
Intermediate-Term Bond FTBFX Fidelity Total Bond Fund
Multisector Bond FSICX Fidelity Strategic Income Fund
Short-Term Bond FSHBX Fidelity Short-Term Bond Fund
High Yield Bond FAGIX Fidelity Capital & Income Fund
High Yield Bond FHIFX Fidelity Focused High Income Fund
High Yield Bond SPHIX Fidelity High Income Fund
Emerging Markets Bond FNMIX Fidelity New Markets Income Fund
Inflation-Protected Bond FSIYX Spartan Inflation-Protected Bond Index Fund - Fidelity Advantage Class
Intermediate Government FIBAX Spartan Intermediate Treasury Bond Index Fund - Fidelity Advantage Class
LONG GOVERNMENT FLBAX Spartan Long-Term Treasury Bond Index Fund - Fidelity Advantage Class
SHORT GOVERNMENT FSBAX Spartan Short-Term Treasury Bond Index Fund - Fidelity Advantage Class
Intermediate-Term Bond FSITX Spartan US Bond Index
Inflation-Protected Bond PARRX PIMCO Real Return Fund Administrative Class
WORLD BOND TPINX Templeton Global Bond Fund Class A
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond Fund Class M
Intermediate-Term Bond PTRAX PIMCO Total Return Fund Administrative Class
Multisector Bond LBFAX LBFAX Loomis Sayles Bond Fund Class Administrative
Short-Term Bond NARAX Virtus Multi-Sector Short Term Bond Fund Class A
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income Fund
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income Fund
MID-CAP VALUE FSMVX Fidelity Mid Cap Value Fund
SMALL VALUE FCPVX Fidelity Small Cap Value Fund
LARGE BLEND FDEQX Fidelity Disciplined Equity Fund
LARGE BLEND FDGFX Fidelity Dividend Growth Fund
LARGE GROWTH FFIDX Fidelity Fund
LARGE GROWTH FLCSX Fidelity Large Cap Stock Fund
LARGE BLEND FVDFX Fidelity Value Discovery Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund
SMALL BLEND FSCRX Fidelity Small Cap Discovery Fund
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FDSVX Fidelity Growth Discovery Fund
Mid-Cap Growth FMILX Fidelity New Millennium Fund
LARGE GROWTH FOCPX Fidelity OTC Portfolio
LARGE GROWTH FTRNX Fidelity Trend Fund
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth Fund
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
Small Growth FCPGX Fidelity Small Cap Growth Fund
LARGE BLEND FUSVX Spartan 500 Index Fund - Fidelity Advantage Class
MID-CAP BLEND FSEVX Spartan Extended Market Index Fund - Fidelity Advantage Class
MID-CAP BLEND FSCKX Spartan Mid Cap Index Fund - Fidelity Advantage Class
SMALL BLEND FSSVX Spartan Small Cap Index Fund - Fidelity Advantage Class
LARGE BLEND FSTVX Spartan Total Market Index Fund - Fidelity Advantage Class
LARGE VALUE ANDAX Allianz NFJ Dividend Value Fund Administrative Class
LARGE VALUE TWEIX American Century Investments Equity Income Fund Investor Class
LARGE VALUE LCEIX Invesco Diversified Dividend Fund Investor Class
LARGE VALUE PAFDX T. Rowe Price Equity Income Fund Advisor Class
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund Investor Shares
MID-CAP VALUE JMVIX Perkins Mid Cap Value Fund Class S
SMALL VALUE PVADX Allianz NFJ Small Cap Value Fund Administrative Class
SMALL VALUE HRVIX Heartland Value Plus Fund
LARGE GROWTH NBSTX Neuberger Berman Socially Responsive Fund Trust Class
LARGE BLEND OAKMX Oakmark Fund Class I
MID-CAP BLEND CAAPX Ariel Appreciation Fund
MID-CAP BLEND CHTTX Aston/Fairpointe Mid Cap Fund Class N
SMALL BLEND RYPFX Royce Pennsylvania Mutual Fund Service Class
LARGE GROWTH MCGFX Aston/Montag & Caldwell Growth Fund Class N
SMALL BLEND RYPFX Harbor Capital Appreciation Fund Class Investor
LARGE GROWTH MLRRX MainStay Large Cap Growth Fund Class R1
LARGE GROWTH RIMEX Rainier Large Cap Equity Portfolio
Mid-Cap Growth TMGFX Turner MidCap Growth Fund Class Investor
Small Growth BCSIX Brown Capital Management Small Company Fund Class Institutional
Small Growth TGSNX TCW Small Cap Growth Fund Class N
Small Growth PKSFX Virtus Small-Cap Core Fund Class I
Small Growth WAAEX Wasatch Small Cap Growth Fund
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia Fund
Foreign Large Growth FIVFX Fidelity International Capital Appreciation Fund
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Foreign Large Growth FIGFX Fidelity International Growth Fund
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap Fund
Foreign Large Value FIVLX Fidelity International Value Fund
Foreign Large Blend FTIEX Fidelity Total International Equity Fund
Foreign Large Blend FSGDX Spartan Global ex U.S. Index Fund - Fidelity Advantage Class
Foreign Large Blend FSIVX Spartan International Index Fund - Fidelity Advantage Class
Foreign Large Blend ARTIX Artisan International Fund Class Investor
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Fund Class Z
Foreign Large Blend HIINX Harbor International Fund Class Investor
Foreign Large Growth AIEVX Invesco International Growth Fund Institutional Class
Foreign Large Growth SWOIX Laudus International MarketMasters Fund Class Investor
Foreign Large Value OAKIX Oakmark International Fund Class I
Foreign Large Growth THVRX Thornburg International Value Fund Class R4
WORLD STOCK TEDIX Mutual Global Discovery Fund Class A
WORLD STOCK WGRNX Wintergreen Fund
Emerging Market
China Region FHKCX Fidelity China Region Fund
DIVERSIFIED EMERGING MKTS FPMAX Spartan Emerging Markets Index Fund - Fidelity Advantage Class
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund Class A
DIVERSIFIED EMERGING MKTS GBEMX RS Emerging Markets Fund Class A
REAL ESTATE
REAL ESTATE FRIFX Fidelity Real Estate Income Fund
REAL ESTATE FSRVX Spartan Real Estate Index Fund - Fidelity Advantage Class
Global Real Estate TAREX Third Avenue Real Estate Value Fund Institutional Class
REAL ESTATE CREEX Columbia Real Estate Equity Fund Class Z
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PIMCO CommodityRealReturn Strategy Fund Class A

Investment model portfolios

We provide two types of investment model portfolios for MAIN LINE ALLERGY LLP 401K PROFIT SHARING 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: 10/31/2018.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate NA -4.17% 2.79% 2.79% 7.87% 7.11% NA 7.86%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%

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
MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA 10.75% 16.98% 16.07% 8.72% 8.29% 9.72% 10.80%
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%

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