MASCO CORPORATION 401K PLAN
Investment Model Portfolios

Total Available Funds: 19
Asset Class Ticker Description
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
ROOT FRTXX Fidelity Money Market Trust: Retirement Money Market Portfolio
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE GROWTH FDFFX Fidelity Financial Trust: Fidelity Independence Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
MID-CAP VALUE ARTQX Artisan Partners Funds
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Investment Trust: Fidelity Emerging Markets Fund

The following is a moderate-risk model portfolio constructed from the investment options of MASCO CORPORATION 401K 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 MASCO CORPORATION 401K PLAN (MAS)

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