Bally Technologies Inc. 401(k) Savings Plan
Investment Model Portfolios
Total Available Funds: 32
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Moderate Allocation |
VWENX |
Vanguard Wellington Adm |
| Target Date 2016-2020 |
FFKDX |
Fidelity Freedom K 2020 |
| Target Date 2036-2040 |
FFKFX |
Fidelity Freedom K 2040 |
| Target Date 2046-2050 |
FFKHX |
Fidelity Freedom K 2050 |
| Target Date 2011-2015 |
FKVFX |
Fidelity Freedom K 2015 |
| Target Date 2021-2025 |
FKTWX |
Fidelity Freedom K 2025 |
| Target Date 2031-2035 |
FKTHX |
Fidelity Freedom K 2035 |
| Target Date 2000-2010 |
FFKCX |
Fidelity Freedom K 2010 |
| Retirement Income |
FFKAX |
Fidelity Freedom K Income |
| Target Date 2026-2030 |
FFKEX |
Fidelity Freedom K 2030 |
| Target Date 2041-2045 |
FFKGX |
Fidelity Freedom K 2045 |
| ROOT |
- |
Managed Income Portfolio II Class 1 |
| Target Date 2050+ |
FDENX |
Fidelity Freedom K 2055 |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
MSIQX |
Morgan Stanley Inst International Eq I |
| Foreign Large Blend |
VTSGX |
Vanguard Total Intl Stock Index Signal |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
FRESX |
Fidelity Real Estate Investment |
| REAL ESTATE |
CSRSX |
Cohen & Steers Realty Shares |
|
| US EQUITY |
|
|
| MID-CAP BLEND |
FLPKX |
Fidelity Low-Priced Stock K |
| MID-CAP VALUE |
ARTQX |
Artisan Mid Cap Value Investor |
| LARGE GROWTH |
JLGMX |
JPMorgan Large Cap Growth R6 |
| LARGE BLEND |
FUSVX |
Fidelity Spartan 500 Index Advtg |
| LARGE VALUE |
DHLRX |
Diamond Hill Large Cap I |
| MID-CAP BLEND |
UMBMX |
Scout Mid Cap |
| LARGE BLEND |
AFEIX |
American Century Fundamental Equity Inst |
| SMALL VALUE |
VSMIX |
Invesco Van Kampen SmallCapValue Y |
| Mid-Cap Growth |
JMGRX |
Janus Enterprise I |
| MID-CAP BLEND |
FSEVX |
Fidelity Spartan Extnd Mkt Idx Advtg |
| Small Growth |
BCSIX |
Brown Capital Mgmt Small Co Inv |
| SMALL BLEND |
VSISX |
Vanguard Small Cap Index Signal |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
| Intermediate-Term Bond |
FSITX |
Fidelity Spartan US Bond Idx Advtg |
| Inflation-Protected Bond |
DIPSX |
DFA Inflation-Protected Securities I |
|
The following is a moderate-risk model portfolio constructed from the investment options of Bally Technologies Inc. 401(k) 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
