SL INDUSTRIES INC. SAVINGS AND PENSION PLAN Investment Model Portfolios

Investment options of SL INDUSTRIES INC. SAVINGS AND PENSION PLAN

Total Available Funds: 28

Asset Class

Ticker

Description

Others
unknown	unknown	Fidelity Managed Income Portfolio
Retirement Income	FFFAX	Fidelity Freedom Income Fund
Target Date 2000-2010	FFFBX	Fidelity Freedom 2000 Fund
Target Date 2000-2010	FFFVX	Fidelity Freedom 2005 Fund
Target Date 2000-2010	FFFCX	Fidelity Freedom 2010 Fund
Target Date 2011-2015	FFVFX	Fidelity Freedom 2015 Fund
Target Date 2016-2020	FFFDX	Fidelity Freedom 2020 Fund
Target Date 2021-2025	FFTWX	Fidelity Freedom 2025 Fund
Target Date 2026-2030	FFFEX	Fidelity Freedom 2030 Fund
Target Date 2031-2035	FFTHX	Fidelity Freedom 2035 Fund
Target Date 2036-2040	FFFFX	Fidelity Freedom 2040 Fund
Target Date 2041-2045	FFFGX	Fidelity Freedom 2045 Fund
Target Date 2050+	FFFHX	Fidelity Freedom 2050 Fund
SPECIALTY-NATURAL RES	HAP	VE GLB Hard Assets
ROOT	CASH	Fidelity rtmt Money Mkt

FIXED INCOME
High Yield Bond	FAGIX	Fidelity Capital Income Fund
Intermediate-Term Bond	FTBFX	Fidelity Total Bond Fund

INTERNATIONAL EQUITY
Foreign Large Growth	FDIVX	Fidelity Diversified Int l. Fund
FOREIGN SMALL/MID GROWTH	ACINX	Columbia Acorn Fund class Z
Foreign Large Value	DODFX	Dodge Cox Int l Stk Fund

US EQUITY
LARGE BLEND	FUSEX	Fidelity Spartan US Equity Index Fund
LARGE BLEND	NYVTX	Davis NY Venture class A
LARGE VALUE	PNEAX	Allianz NFJ Dividend Value Fund
Small Growth	HSCYX	Hartford Small Company Y Fund
SMALL BLEND	SMVCX	Wells Fargo Adv Small Cap Value
Small Growth	RSYEX	RS Emerging MKTS
MID-CAP VALUE	ARTQX	Artisan Mid Cap Value
LARGE GROWTH	FCNTX	Fidelity Contrafund

Investment model portfolios

We provide two types of investment model portfolios for SL INDUSTRIES INC. SAVINGS AND PENSION 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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