MGM RESORTS 401K SAVINGS PLAN
Investment Model Portfolios

Total Available Funds: 16
Asset Class Ticker Description
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
SMALL VALUE VSOIX Victory Portfolios: Small Company Opportunity Fund; Class I Shares
LARGE GROWTH TRSAX T Rowe Price Growth Stock Fund
Small Growth MNDIX MFS Series Trust I: MFS New Discovery Fund; Class I Shares
LARGE VALUE MEIAX MFS Series Trust I: MFS Value Fund; Class A Shares
LARGE GROWTH MAAGX MFS Series Trust X: MFS Aggressive Growth Allocation Fund; Class A Shares
Small Growth MNDAX MFS Series Trust I: MFS New Discovery Fund; Class A Shares
LARGE GROWTH MIGHX Massachusetts Investors Growth Stock Fund; Class R3 Shares
Others
Moderate Allocation MAMAX MFS Series Trust X: MFS Moderate Allocation Fund; Class A Shares
Aggressive Allocation MAGWX MFS Series Trust X: MFS Growth Allocation Fund; Class A Shares
Moderate Allocation MTRIX MFS Series Trust V: MFS Total Return Fund; Class I Shares
Moderate Allocation MSFRX MFS Series Trust V: MFS Total Return Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend MRSAX MFS Series Trust I: MFS Research International Fund; Class A Shares
Foreign Large Blend MRSIX MFS Series Trust I: MFS Research International Fund; Class I Shares
FIXED INCOME
Intermediate Government MFGJX MFS Series Trust XIII: MFS Government Securities Fund; Class R4 Shares
Intermediate-Term Bond MBDIX MFS Series Trust IX: MFS Bond Fund; Class I Shares

The following is a moderate-risk model portfolio constructed from the investment options of MGM RESORTS 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 MGM RESORTS 401K SAVINGS PLAN

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