SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF MCAFEE and TAFT A PROFESSIONAL CORPORATION
Investment Model Portfolios

Total Available Funds: 17
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
US EQUITY
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
Mid-Cap Growth FKMCX FID MID CAP STOCK K
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
LARGE BLEND FUSVX SPTN 500 INDEX ADV
LARGE VALUE ANDAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Administrative Class Shares
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE ASVIX American Century Capital Portfolios
SMALL VALUE ACVIX AM CENT SM CAP VAL I
Mid-Cap Growth BARIX Baron Investment Funds Trust: Baron Asset Fund; Institutional Class Shares
Others
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 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 SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF MCAFEE and TAFT A PROFESSIONAL CORPORATION.

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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