STERLING INFOSYSTEMS INC. 401K PROFIT SHARING PLAN
Investment Model Portfolios
Total Available Funds: 28
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE VALUE |
PNEAX |
Allianz NFJ Dividend Value CL A |
| SMALL VALUE |
CSMIX |
Columbia Small Cap Value I CL A |
| SMALL BLEND |
FSCTX |
FA SMALL CAP T |
| LARGE VALUE |
FEIRX |
Fidelity Advisor Equity Income Fund - Class T |
| LARGE BLEND |
FAVTX |
Fidelity Advisor Equity Value Fund - Class T |
| MID-CAP BLEND |
FLSTX |
Fidelity Advisor Leveraged Company Stock Fund - Class T |
| Mid-Cap Growth |
FITIX |
Fidelity Advisor Mid Cap II Fund - Class T |
| LARGE GROWTH |
FNITX |
Fidelity Advisor New Insights Fund - Class T |
| LARGE BLEND |
CHTRX |
INVS CHARTER A |
| MID-CAP BLEND |
QVSCX |
Oppenheimer Small & Mid Cap Value CLA |
|
| FIXED INCOME |
|
|
| Multisector Bond |
FSIAX |
FA STRAT INCOME T |
| Intermediate Government |
FVITX |
Fidelity Advisor Government Income Fund - Class T |
| High Yield Bond |
FAHYX |
Fidelity Advisor High Income Advantage Fund - Class T |
| Intermediate-Term Bond |
PTTAX |
PIMCO Total Return CL A |
|
| Others |
|
|
| Target Date 2000-2010 |
FFTVX |
Fidelity Advisor Freedom 2005 Fund - Class T |
| Target Date 2000-2010 |
FCFTX |
Fidelity Advisor Freedom 2010 Fund - Class T |
| Target Date 2011-2015 |
FFVTX |
Fidelity Advisor Freedom 2015 Fund - Class T |
| Target Date 2016-2020 |
FDTFX |
Fidelity Advisor Freedom 2020 Fund - Class T |
| Target Date 2021-2025 |
FTTWX |
Fidelity Advisor Freedom 2025 Fund - Class T |
| Target Date 2026-2030 |
FTFEX |
Fidelity Advisor Freedom 2030 Fund - Class T |
| Target Date 2031-2035 |
FTTHX |
Fidelity Advisor Freedom 2035 Fund - Class T |
| Target Date 2036-2040 |
FTFFX |
Fidelity Advisor Freedom 2040 Fund - Class T |
| Target Date 2041-2045 |
FFFTX |
Fidelity Advisor Freedom 2045 Fund - Class T |
| Target Date 2046-2050 |
FFFQX |
Fidelity Advisor Freedom 2050 Fund - Class T |
| Target Date 2051+ |
FHFTX |
Fidelity Advisor Freedom 2055 Fund - Class T |
| Retirement Income |
FTAFX |
Fidelity Advisor Freedom Income Fund - Class T |
| ROOT |
CASH |
Prime Fund - Daily Money Class |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
FTADX |
Fidelity Advisor International Discovery Fund - Class T |
|
The following is a moderate-risk model portfolio constructed from the investment options of STERLING INFOSYSTEMS INC. 401K PROFIT SHARING 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
Retirement Plan (401(k)) Info for STERLING INFOSYSTEMS INC. 401K PROFIT SHARING PLAN
