AHMC HEALTHCARE INC. 401K RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Total Available Funds: 10
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FGRFX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class F Shares
Mid-Cap Growth FMCSX Fidelity Commonwealth Trust: Fidelity Mid-Cap Stock Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund
REAL ESTATE
REAL ESTATE FRESX Fidelity Devonshire Trust: Fidelity Real Estate Investment Portfolio
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund

The following is a moderate-risk model portfolio constructed from the investment options of AHMC HEALTHCARE INC. 401K RETIREMENT SAVINGS 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 AHMC HEALTHCARE INC. 401K RETIREMENT SAVINGS PLAN

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