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BALLY TECHNOLOGIES INC. 401K SAVINGS PLAN
Investment Model Portfolios

Investment options of BALLY TECHNOLOGIES INC. 401K SAVINGS PLAN

Total Available Funds: 31
Asset Class Ticker Description
US EQUITY
LARGE BLEND AFEIX American Cent Fundamental Eq Instl 
MID-CAP VALUE ARTQX Artisan Mid Cap Value Inv CL
Small Growth BCSIX Brown Capital Mgmt Small Company Inst CL
LARGE VALUE DHLRX Diamond Hill Large Cap Fund Class I
LARGE GROWTH FDFKX Fidelity Independence Fund - Class K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock Fund - Class K
SMALL VALUE VSMIX Invesco Van Kampen Small Cap Value CL Y
Mid-Cap Growth JMGRX Janus Enterprise I Shares 
MID-CAP BLEND UMBMX Scout Mid Cap
LARGE BLEND FUSVX SPTN 500 INDEX ADV
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
FIXED INCOME
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities Portfolio Institutional Class
Intermediate-Term Bond PNMIX Managed Income Portfolio II Class 1
Intermediate-Term Bond PTTRX PIMCO Total Return Inst CL 
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
Others
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 Fund
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 Fund
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 Fund
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 Fund
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 Fund
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 Fund
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 Fund
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 Fund 
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 Fund
Target Date 2050+ FDENX Fidelity Freedom K 2055 Fund
Retirement Income FFKAX Fidelity Freedom K Income Fund
Moderate Allocation OAKBX Oakmark Equity & Income CL I
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Overseas CL I
Foreign Large Blend MSIQX Morgan Stanley Institutional International Equity Fund Class I
Foreign Large Blend VTSGX VANG TOT INTL STK S

Investment model portfolios

We provide two types of investment model portfolios for BALLY TECHNOLOGIES INC. 401K SAVINGS 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BALLY TECHNOLOGIES INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate NA 26.09% 3.16% 7.47% 5.59% 6.63% 7.43% 7.76%
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%
Data as of 10/31/2024, AR inception is 12/31/2000

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