ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN
Investment Model Portfolios

Total Available Funds: 43
Asset Class Ticker Description
US EQUITY
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE GROWTH FTQGX Fidelity Focused Stock
MID-CAP BLEND FLPSX Fidelity Low-Priced Stocks
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
SMALL BLEND FSSVX Fidelity Spartan Sm Cp Idx Advtg
SMALL VALUE FCPVX Fidelity Small Cap Value
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
LARGE BLEND FVDFX Fidelity Value Discovery
LARGE VALUE DDFIX Invesco Diversified Dividend Instl
Mid-Cap Growth JAENX Janus Enterprise T
Small Growth NVSCX Wells Fargo Advantage Small Co Gr Adm
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Foreign Large Blend FOSFX Fidelity Overseas
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
Latin America Stock FLATX Fidelity Latin America
Others
Industrials FSDAX Fidelity Select Defense & Aerospace
Equity Energy FSESX Fidelity Select Energy Service
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Health FPHAX Fidelity Select Pharmaceuticals
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2046-2050 FFFHX Fidelity Freedom 2050
Target Date 2051+ FDEEX Fidelity Freedom 2055
Target Date 2060+ FDKVX Fidelity Freedom 2060
Retirement Income FFFAX Fidelity Freedom Income
ROOT CASH MPI CL CASH
FIXED INCOME
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
Intermediate Government FGOVX Fidelity Government Income
High Yield Bond AHIYX Invesco High Yield Institutional
Intermediate-Term Bond NEFRX Loomis Sayles Core Plus Bond A

The following is a moderate-risk model portfolio constructed from the investment options of ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING 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 ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN

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