LIMITED BRANDS INC. SAVINGS AND RETIREMENT PLAN Investment Model Portfolios

Investment options of LIMITED BRANDS INC. SAVINGS AND RETIREMENT PLAN

Total Available Funds: 18

Asset Class

Ticker

Description

Others
Moderate Allocation	ABALX	American Balanced
ROOT	CASH	Evergreen Institutional Money Mkt
Target Date 2000-2010	SWBRX	Schwab Managed rtmt Tr 2010 Class II Common Collective Tr
Target Date 2016-2020	SWCRX	Schwab Managed rtmt Tr 2020 Class II Common Collective Tr
Target Date 2026-2030	SWDRX	Schwab Managed rtmt Tr 2030 Class II Common Collective Tr
Target Date 2036-2040	SWERX	Schwab Managed rtmt Tr 2040 Class II Common Collective Tr
UNKOWN	UNKOWN	Schwab Managed rtmt Tr 2050 Class II Common Collective Tr
ROOT	CASH	RiverSource Tr Money Mkt Fund I Common Collective Tr
Conservative Allocation	RSBAX	RiverSource Tr Income Fund I Common Collective Tr
ROOT	CASH	RiverSource Tr Money Mkt Fund I Common Collective

US EQUITY
LARGE GROWTH	PAPIX	Allianz CCM Capital app
LARGE VALUE	DODGX	Dodge Cox Stock
Mid-Cap Growth	HIMCX	Hartford Midcap Holdings
LARGE BLEND	VINIX	Vanguard Institutional Index

INTERNATIONAL EQUITY
Foreign Small/Mid Value	ARTKX	Artisan International Investor Shares Mutual Fund

FIXED INCOME
Intermediate-Term Bond	PTTRX	Wachovia Collective Fund for Pimco Total Return Collective Fund
Intermediate-Term Bond	SWIIX	Schwab Managed rtmt Tr Income Class II Common Collective Tr
Intermediate-Term Bond	RDBIX	RiverSource Tr Bond Fund Common Collective

Investment model portfolios

We provide two types of investment model portfolios for LIMITED BRANDS INC. SAVINGS AND RETIREMENT 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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