ATT Savings Master Trust
Investment Model Portfolios

ATT Savings Master Trust is a defined contribution plan with a profit-sharing component and 401k feature.

Total Available Funds: 25
Asset Class Ticker Description
Others
HYBRID ASSETS T AT & T INC COM
Financial LPEIX US EQUITY FD GROUP TRUST MTU
ROOT cash DREYFUS GOVT CASH MGMT FUND VAR RT
FIXED INCOME
Intermediate-Term Bond VBTIX Passive BD MKT INDEX SECS LEND
Intermediate-Term Bond ITBIX TOTAL RT BD FD GROUP MTU
SHORT GOVERNMENT STABLEVALUE STABLE VL FD GRP TRUST MTU
High Yield Bond SPHIX FIDELITY HIGH INCOME
INTERNATIONAL EQUITY
Foreign Large Blend EFA DAILY EAFE FD SER T
Foreign Large Blend GOVernment PASSIVE WORLD GOVT EX US IN
WORLD STOCK RWIFX CAPITAL WORLD GROWTH & INCOME FD CL R-5
Foreign Large Blend FDVIX FIDELITY INVT TR DIVERSIFIED INTL FD
Foreign Large Value IVQAX MORGAN STANLEY INSTL FD INC INTL EQUITY PORTFOLIO CL A
US EQUITY
LARGE BLEND FSTMX US TOTAL MKT INDEX SECS LEND
LARGE BLEND IVV S&P 500 FLAGSHIP FD SER A
MID-CAP BLEND VIEIX US EXTENDED MKT INDEX SECS
LARGE GROWTH FAEGX INTERNATIONAL EQ FD GR TR MTU
LARGE VALUE FEQIX FIDELITY EQUITY INCOME FD SH BEN INT
LARGE GROWTH FMAGX FIDELITY MAGELLAN FD INC COM
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STK FD
LARGE BLEND FDGFX FIDELITY SECS FD DIVIDEND GROWTH FD
LARGE BLEND LMNVX LEGG MASON CAPITAL MANAGEMENT VALUE TRUST, INC. CLASS I
Mid-Cap Growth RPMGX ROWE T PRICE MID CAP GROWTH FD INC COM
SMALL BLEND OTCFX ROWE T PRICE SMALL CAP STK FD INC COM
LARGE GROWTH VWUAX VANGUARD WORLD FD US GROWTH FD ADMIRAL SHS
LARGE VALUE VWNAX VANGUARD/WINDSOR FD INC II FUND ADML SH

The following is a moderate-risk model portfolio constructed from the investment options of ATT Savings Master Trust.

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 ATT Savings Master Trust

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