THE EQUINOX HOLDINGS INC. 401K PLAN
Investment Model Portfolios

Total Available Funds: 33
Asset Class Ticker Description
FIXED INCOME
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I
Intermediate-Term Bond WATFX Western Asset Core Bond I
Multisector Bond PONAX PIMCO Income A
WORLD BOND ANAYX AllianceBern Global Bond Adv
Intermediate-Term Bond FXNAX Fidelity US Bond Index Advantage Instl
US EQUITY
MID-CAP VALUE VEVIX Victory Established Value I
SMALL BLEND FSSNX Fidelity Small Cap Idx Advtg Instl
MID-CAP BLEND FSMDX Fidelity Mid Cap Idx Advtg Instl
LARGE BLEND FXAIX Fidelity 500 Index Advtg Instl
LARGE VALUE VEIPX Vanguard Equity-Income Inv
LARGE GROWTH JLGMX JP Morgan Large Cap Growth R6
Mid-Cap Growth CMGIX Blackrock Mid-Cap Growth Equity Instl
LARGE BLEND FINFX American Funds Fundamental Invs F-2
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
Others
ROOT CASH Putnam Stable Value
EQUITY FFGFX FFGFX
EQUITY FFWTX FFWTX
EQUITY FIWTX FIWTX
EQUITY FFEDX FFEDX
EQUITY FFEGX FFEGX
EQUITY FFIZX FFIZX
EQUITY FFOLX FFOLX
EQUITY FFOPX FFOPX
EQUITY FFLDX FFLDX
EQUITY FFLEX FFLEX
EQUITY FFIKX FFIKX
EQUITY FFGZX FFGZX
EQUITY FIWFX FIWFX
EQUITY FFEZX FFEZX
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX Fidelity International Idx Advg Instl
Foreign Large Growth FIGFX Fidelity Innternational Growth
Foreign Small/Mid Blend IEGFX Invesco International Small Company R6
REAL ESTATE
REAL ESTATE FSRNX Fidelity Real Estate Index Instl

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

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