AMWAY HOTEL CORPORATION 401K RETIREMENT AND SAVINGS PLAN
Investment Model Portfolios

Amway Hotel Corporation 401k Retirement and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Total Available Funds: 28
Asset Class Ticker Description
FIXED INCOME
Short-Term Bond VFSTX ABN Amro Investment Trust Company Income Plus Fund
High Yield Bond NHILX Neuberger Berman Management High Income Bond Fund
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond Fund
US EQUITY
US EQUITY APLVX Activa Asset Management LLC Value Fund
Mid-Cap Growth BGRFX Bamco Inc Baron Growth Fund
Mid-Cap Growth DGRDX Morgan Stanley Investments LP Midcap Growth I Fund
SMALL BLEND NBGEX Neuberger Berman Management Genesis Trust Fund
LARGE GROWTH TEQAX Touchstone Investments Large Cap Growth I Fund
SMALL VALUE VSIIX The Vanguard Group Small Value Index Fund
MID-CAP VALUE HWMRX Hotchkis & Wiley Capital Management Mid Cap Value Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE BLEND FSTMX Fidelity Spartan U.S. Equity Index Fund
MID-CAP VALUE FSMVX Fidelity Mid Cap Value Fund
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Others
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
ROOT CASH Fidelity US Treasury Money Market Fund
NoTicker NoTicker Fidelity Managed Income Portfolio
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund

The following is a moderate-risk model portfolio constructed from the investment options of AMWAY HOTEL CORPORATION 401K RETIREMENT AND 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 AMWAY HOTEL CORPORATION 401K RETIREMENT AND SAVINGS PLAN

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