CORELOGIC INC. 401K SAVINGS PLAN
Investment Model Portfolios

Total Available Funds: 14
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
US EQUITY
LARGE GROWTH RGACX Growth Fund of America
LARGE BLEND DNVYX Davis New York Venture Fund
SMALL BLEND LRSCX Lord Abbett Research Fund
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
SMALL BLEND LRSYX Lord Abbett Research Fund
LARGE GROWTH RGAFX Growth Fund of America
Others
ROOT FSLXX Fidelity Salem Street Trust: Money Market Portfolio
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
FIXED INCOME
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares
Short-Term Bond PTLAX PIMCO Funds: PIMCO Low Duration Fund; Class A Shares
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares

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

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