Full Sail 401(k) Savings Plan
Investment Model Portfolios

Full Sail 401(k) Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Total Available Funds: 24
Asset Class Ticker Description
Others
ROOT CASH PRINCIPAL MONEY MARKT SEP ACCT
Target Date 2036-2040 PTDPX PRINCIPAL LIFETIME 2040 SEP ACCT
Moderate Allocation RIDEX AM FUNDS GRTH FUND OF AM R4 FUND
Retirement Income VTINX VANGUARD TARGET RTMT IN INV FUN
Target Date 2000-2010 VTOVX VANGUARD TARGET RTMT 2005 FUND
Target Date 2000-2010 VTENX VANGUARD TARGET RTMT 2010 FUND
Target Date 2011-2015 VTXVX VANGUARD TARGET RTMT 2015 FUND
Target Date 2016-2020 VTWNX VANGUARD TARGET RTMT 2020 FUND
Target Date 2021-2025 VTTVX VANGUARD TARGET RTMT 2025 FUND
Target Date 2026-2030 VTHRX VANGUARD TARGET RTMT 2030 FUND
Target Date 2031-2035 VTTHX VANGUARD TARGET RTMT 2035 FUND
Target Date 2036-2040 VFORX VANGUARD TARGET RTMT 2040 FUND
Target Date 2041-2045 VTIVX VANGUARD TARGET RTMT 2045 FUND
Target Date 2050+ VFIFX VANGUARD TARGET RTMT 2050 FUND
FIXED INCOME
Intermediate Government PGSSX PRINCIPAL GOVT & HQ BOND SEP ACCT
Intermediate-Term Bond PTTAX PIMCO TOTAL RETURN A FUND
REAL ESTATE
Global Real Estate WPS PRINCIPAL U.S. PROPERTY SEP ACCT
US EQUITY
LARGE BLEND PLFPX PRINCIPAL LARGE CAP S&P 500 IDX SEP ACC
MID-CAP BLEND PMFPX PRINCIPAL MID CAP S&P 400 INDEX SEP ACC
SMALL BLEND PSSPX PRINCIPAL SMALL CAP S&P 600 INDEX SEP AC
LARGE VALUE PAFDX T. ROWE PRICE EQ. INC ADV FUND
Emerging Market
DIVERSIFIED EMERGING MKTS PIEIX PRINCIPAL INTL EMERGING MKT SEP ACCT
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH FIASX PRINCIPAL INTL SMALL CAP SEP ACCT
Foreign Large Blend REREX AM FUNDS EUROPACIFIC GRTH R4 FUN

The following is a moderate-risk model portfolio constructed from the investment options of Full Sail 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


Retirement Plan (401(k)) Info for Full Sail 401(k) Savings Plan

Click here for more plan details and features ►