ENTERTAINMENT INDUSTRY 401K PLAN
Investment Model Portfolios

Total Available Funds: 10
Asset Class Ticker Description
Others
ROOT FBRNX Fidelity Capital Trust: Fidelity Advisor Stock Selector All Cap; Institutional Class Shares
Equity Energy FANAX Fidelity Advisor Series VII: Fidelity Advisor Energy Fund; Class A Shares
Moderate Allocation FABLX Fidelity Advisor Series I: Fidelity Advisor Balanced Fund; Class A Shares
FIXED INCOME
Intermediate Government FVIIX Fidelity Income Fund: Fidelity Advisor Government Income Fund; Institutional Class Shares
Multisector Bond FSTAX Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend FAOBX Fidelity Advisor Series VIII: Fidelity Advisor Overseas Fund; Class B Shares
Foreign Large Blend FDVAX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class A Shares
US EQUITY
LARGE GROWTH EPGAX Fidelity Advisor Series I: Fidelity Advisor Equity Growth Fund; Class A Shares
LARGE GROWTH FNIAX Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares
LARGE VALUE EQPIX Fidelity Advisor Series I: Fidelity Advisor Equity Income Fund; Institutional Class Shares

The following is a moderate-risk model portfolio constructed from the investment options of ENTERTAINMENT INDUSTRY 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 ENTERTAINMENT INDUSTRY 401K PLAN

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