ATLAS ENERGY, INC.INVESTMENT SAVINGS PLAN Investment Model Portfolios

Investment options of ATLAS ENERGY, INC.INVESTMENT SAVINGS PLAN

Total Available Funds: 33

Asset Class

Ticker

Description

Others
ROOT	CASH	Merrill Lynch rtmt Reserves Money Fund
ROOT	unknow	Merrill Lynch Equity Index Tr II
ROOT	unknow	NTGI QM CT Aggregate Bond Index Tier Q
Health	SHSAX	Blackrock HL SC Opp A
Financial	RPFGX	Davis Series Financial Fund class A
Natural Resources	JNRRX	Jennison Natural Resources
Utilities	MMUFX	MFS Utilities Fund class A
Technology	SLMCX	Seligman Comm Info Fund class A

US EQUITY
MID-CAP BLEND	VIMSX	Merrill Lynch Mid Cap Index Tr
LARGE GROWTH	ACAAX	Alger Capital app A
SMALL VALUE	PCVAX	Allianz NFJ Small Cap Value class A
Mid-Cap Growth	TWVAX	American Cent Vista Fund Adv CI
MID-CAP VALUE	CMUAX	Columbia Mid Cap Value Fund A
LARGE VALUE	EHSTX	Eaton Vance Large Cap Value Fund A
LARGE BLEND	ITHSX	Hartford Capital class R4
LARGE GROWTH	MLAAX	Mainstay Large Cap Growth Fund A
Small Growth	SAGWX	Sentinel Small Company Fund A
Mid-Cap Growth	VGRAX	InvescoVan Kampen Mid Cap Growth Fund A
Small Growth	VASCX	Invesco Van Kampen Small Cap Growth A
SMALL VALUE	VSMIX	InvescoVan Kampen Small Cap Value
LARGE BLEND	GRINX	Victory Diversified Stock
MID-CAP VALUE	GETGX	Victory Established Mutual Fund

Emerging Market
DIVERSIFIED EMERGING MKTS	GEGAX	Aberdeen Developing Mkts A

REAL ESTATE
REAL ESTATE	FHEAX	Invesco Real Estate Fund class A

INTERNATIONAL EQUITY
Foreign Large Growth	AWPAX	AllianceBernstein Int Growth A
WORLD STOCK	RWICX	American Cap World Growth Income R3
WORLD STOCK	MDGGX	Blackrock Global Growth A
Foreign Large Value	NIVLX	Columbia Value & class A
Foreign Large Blend	TIVRX	Thornburg International Fund

FIXED INCOME
Intermediate Government	ABTAX	American Cent Gov Bd Fund Avd CI
Intermediate Government	LUTAX	Columbia US Treasury class A
Intermediate-Term Bond	LIGRX	Loomis Sayles Invt Grade A
Intermediate-Term Bond	PTTAX	Pimco Total Return Fund class A

Investment model portfolios

We provide two types of investment model portfolios for ATLAS ENERGY, INC.INVESTMENT SAVINGS 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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