CAMBER CORPORATION 401K PLAN Investment Model Portfolios

Investment options of CAMBER CORPORATION 401K PLAN

Total Available Funds: 17

Asset Class

Ticker

Description

US EQUITY
LARGE GROWTH	FBGKX	FID BLUE CHIP GR K
LARGE GROWTH	FCNKX	FID CONTRAFUND K
SMALL BLEND	RSPFX	RS Investment Trust: RS Partners Fund; Class A Shares
SMALL BLEND	FSCRX	Fidelity Commonwealth Trust: Fidelity Small Cap Discovery Fund
LARGE VALUE	FSLVX	Fidelity Devonshire Trust: Fidelity Stock Selector Large Cap Value Fund; Large Cap Value Shares
LARGE BLEND	PRDGX	TRP DIV GROWTH
LARGE GROWTH	PAGRX	Permanent Portfolio Family of Funds
SMALL VALUE	RYOFX	Royce Fund: Royce Opportunity Fund; Service Class Shares
LARGE BLEND	FGIKX	FID GROWTH & INC K
MID-CAP VALUE	JMCVX	PERKINS MID CP VAL T

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIM TOTAL RT INST
Intermediate-Term Bond	FTHRX	Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund

INTERNATIONAL EQUITY
Foreign Large Blend	VGTSX	VANG TOTAL INTL STK

Others
Moderate Allocation	JDBAX	Janus Investment Fund: Janus Balanced Fund; Class A Shares
Target Date 2046-2050	FFKHX	FID FREEDOM K 2050
ROOT	FRTXX	FID RETIRE MMKT
Industrials	FSDAX	FID SEL DEFENSE

Investment model portfolios

We provide two types of investment model portfolios for CAMBER CORPORATION 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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