CNMC AFFILIATES` 401K RETIREMENT PLAN
Investment Model Portfolios
Total Available Funds: 20
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE BLEND |
FDEKX |
Fidelity Capital Trust: Fidelity Disciplined Equity Fund; Class K Shares |
| LARGE GROWTH |
FCNKX |
Fidelity Contrafund; Class K Shares |
| SMALL VALUE |
PCVAX |
Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares |
| MID-CAP VALUE |
ARTQX |
Artisan Partners Funds |
|
| 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 2016-2020 |
FFKDX |
Fidelity Aberdeen Street Trust: Fidelity Freedom K 2020 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 |
FKVFX |
Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund |
| Target Date 2046-2050 |
FFFHX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund |
| Target Date 2000-2010 |
FFKCX |
Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund |
| Target Date 2031-2035 |
FFTHX |
Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund |
| Target Date 2000-2010 |
FFKVX |
Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund |
| Target Date 2000-2010 |
FFKBX |
Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
RERGX |
EuroPacific Growth Fund; Class R-6 Shares |
|
The following is a moderate-risk model portfolio constructed from the investment options of CNMC AFFILIATES` 401K RETIREMENT 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 CNMC AFFILIATES` 401K RETIREMENT PLAN
