The Walt Disney Hourly Savings and Investment Plan
Investment Model Portfolios

The Walt Disney Company (Ticker: DIS), together with its subsidiaries, operates as an entertainment company worldwide. The company’s Media Networks segment includes domestic broadcast television network, television production and distribution operations, domestic television stations, cable networks, domestic broadcast radio networks and stations, and publishing and digital operations. It operates the ABC Television Network and 10 owned television stations, the ESPN Radio and Radio Disney networks, and 46 owned radio stations. The company was founded in 1923 and is based in Burbank, California.

The Walt Disney Hourly Savings and Investment Plan uses Disney's Master Trust. The available investment funds are those in the Master Trust.

Plan investment options

Total Available Funds: 26
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 0.65%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 0.58%
Retirement Income FFFAX Fidelity Freedom Income Fund 0.42%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 0.54%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 0.66%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 0.64%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 0.34%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 0.7%
Conservative Allocation FTANX Fidelity Asset Manager Fund 0.83%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 0.75%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 0.49%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 0.75%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 0.42%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0.44%
ROOT CASH Fidelity Institutional Money Market Fund NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund – Institutional Class 0.83%
US EQUITY
LARGE BLEND SEQUX Sequoia Fund 1%
LARGE BLEND FSTMX Fidelity US Equity Index Commingled Pool – Class 1 0.09%
LARGE GROWTH CGRIX Calamos Growth Fund – Institutional Class 1.05%
LARGE GROWTH FDCAX Fidelity Capital Appreciation Fund 0.83%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund – Institutional Class 0.04%
SMALL BLEND TETIX Tamarack Enterprise I Fund – Institutional Share 1.09%
LARGE BLEND AIGOX Fidelity Growth & Income Portfolio Fund 0.93%
MID-CAP BLEND CAAPX Ariel Appreciation Fund 1.1%
Mid-Cap Growth BGRFX Baron Growth Fund 1.3%
SMALL BLEND RLPHX Royce Low Priced Stock Fund – Investment Class 1.26%
Average Expense Ratio: 0.71%

The following is a moderate-risk model portfolio constructed from the investment options of The Walt Disney Hourly Savings and Investment Plan.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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