LODGENET INTERACTIVE CORPORATION 401(k) PLAN
Investment Model Portfolios

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Investment options of LODGENET INTERACTIVE CORPORATION 401(k) PLAN

Total Available Funds: 25
Asset Class Ticker Description
US EQUITY
LARGE VALUE AMADX American Century Income Growth Advisor Mutual Fund
Mid-Cap Growth TWVIX American Century Vista Advisor Mutual Fund
LARGE VALUE MDDVX BlackRock Equity Dividend A Mutual Fund
SMALL VALUE DSVRX Dreyfus Premier Small Cap Value Mutual Fund
LARGE BLEND CPAIX Federated Capital app
SMALL BLEND FSCIX Fidelity Advisor Small Cap Mutual Fund
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth
SMALL VALUE GSSMX Goldman Sachs Small Value Fund A Mutual Fund
LARGE GROWTH MGTIX MFS Massachusetts Investors Growth Stock Class R3 Mutual Fund
LARGE BLEND CRVAX RidgeWorth Large Cap Core Equity I Mutual Fund
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock
LARGE BLEND VINIX SunTr rtmt 500 Index Fund Class B Common/Collective Tr Fund
FIXED INCOME
Inflation-Protected Bond ACITX American Century Inflation Adjusted Bond Advisor Mutual Fund
Intermediate-Term Bond STIGX RidgeWorth Investment Grade Bond I Mutual Fund
Others
Technology DGVRX Dreyfus Premier Technology Growth
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Fund R Mutual Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Fund R Mutual Fund
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Fund R Mutual Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund R Mutual Fund
ROOT CASH RidgeWorth Prime Quality Money Mkt Fund I Mutual Fund
unknown unknown SunTr rtmt Stable Asset Fund Common/Collective Tr Fund
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Massachusetts Research International R3 Mutual Fund
Foreign Large Blend SIIIX RidgeWorth International Equity Index I Mutual Fund
WORLD STOCK TGADX Templeton Growth Fund A Mutual Fund
WORLD STOCK TEDIX Templeton Mutual Global Discovery Fund A Mutual Fund

Investment model portfolios

We provide two types of investment model portfolios for LODGENET INTERACTIVE CORPORATION 401(k) 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.

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
LODGENET INTERACTIVE CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate NA 15.62% -3.12% 3.26% 2.90% 4.19% 4.76% 5.53%
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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