KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN
Investment Model Portfolios

Total Available Funds: 35
Asset Class Ticker Description
US EQUITY
LARGE BLEND CAMOX ,AICF Cambiar Oppr Inv
SMALL VALUE ACSCX AmCent SmCap Val A
LARGE GROWTH RGACX AmFds Gr Fd Am R3
Mid-Cap Growth BIOPX Baron iOppr
MID-CAP BLEND FLSAX FidAdv Levr Co Stk A
Mid-Cap Growth GGOAX GdmnScs Gr Oppr A
LARGE VALUE HWLAX HW LgCap Val A
SMALL BLEND LRSCX LrdAbt SmCap Val A
LARGE BLEND NDASX NW Inv Dest Aggr Svc
LARGE BLEND GRMSX NW S P 500 Indx Svc
LARGE VALUE CGRWX Opp Val A
MID-CAP VALUE RRMVX TRowePr MdCap Val R
Small Growth WBSNX WlmBlr SmCap Gr N
Others
Moderate Allocation RLBCX AmFds Am Bal R3
Conservative Allocation NDCSX NW Inv Dest Cnsrv Svc
Aggressive Allocation NDMSX NW Inv Dest Mod Aggr Svc
Conservative Allocation NSDCX NW Inv Dest Mod Cnsrv Svc
Moderate Allocation NSDMX NW Inv Dest Mod Svc
ROOT CASH NW Mny Mkt Inst
Moderate Allocation OARBX Okmrk Eq Inc II
Natural Resources PGNAX Prudntl Jnisn Natrl Rsrc A
INTERNATIONAL EQUITY
Foreign Large Blend RERCX AmFds EuroPacfc Gr R3
Foreign Small/Mid Blend IEGAX Invsco Intl Sm Co A
WORLD STOCK OARGX Okmrk Glbl II
Foreign Large Growth TGVIX Thrnbrg Intl Val I
FIXED INCOME
Intermediate-Term Bond DPDFX DE Divrs Inc A
Long-Term Bond DEEAX DE Extnd Dur Bd A
Bank Loan EVBLX EV Flotng Rt A
Multisector Bond LBFAX Loomis Bd Admn
High Yield Bond MHOAX MFS Hi Yld Oppr A
WORLD BOND OIBAX Opp Intl Bd A
Inflation-Protected Bond PRTNX PIMCO Real Rtn A
Short-Term Bond WBRRX WlmBlr Inc N
REAL ESTATE
REAL ESTATE IARAX Invsco RealEst A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Opp Devl Mkt A

The following is a moderate-risk model portfolio constructed from the investment options of KING STREET CAPITAL MANAGEMENT L.P. 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 KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN

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