CVENT INC.
Investment Model Portfolios

Total Available Funds: 29

Investment Description
Fidelity Freedom Index 2015 B
Fidelity Freedom Index 2020 B
Fidelity Freedom Index 2025 B
Fidelity Freedom Index 2030 B
Fidelity Freedom Index 2035 B
Fidelity Freedom Index 2040 B
Fidelity Freedom Index 2045 B
Fidelity Freedom Index 2050 B
Fidelity Freedom Index 2055 B
Fidelity Freedom Index 2060 B
Fidelity Freedom Index 2065 B
Fidelity Freedom Index Income B
PIMCO Income Fund Institutional Class
PIMCO All Asset Inst Fund
Principal Equity Income Institutional
American Beacon Small Cap Value Inst Fund
American Funds EuroPacific Growth Fund Class R-6
John Hancock Triton Fund
Mass Mutual Mid Cap Growth I Fund
Invesco Developing Market R6
John Hancock Disciplined Value Mid Cap Fund Class R-6
Fidelity
Fidelity Contrafund Class K-6
Fidelity US Bond
Fidelity Small Cap
Fidelity Short Term Bond Index
Fidelity International Index
Fidelity Mid Cap
Rates from 4.25% to 9.50% –

We provide two types of investment model portfolios for CVENT INC. participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.