Investment options of DELTA 401(K) RETIREMENT PLAN
Total Available Funds: 367
| Investment Option List |
|---|
| Notes receivable from participants Various notes receivable from participants — |
| INSTITUTIONAL DIVIDEND INVEST STE |
| INSTITUTIONAL FLOATING RATE Y STE |
| INSTITUTIONAL GROWTH INVT S STE |
| INSTITUTIONAL CHINA CL A STE |
| INSTITUTIONAL INVT CL STE |
| INSTITUTIONAL BOND FD CL A STE |
| INSTITUTIONAL FD A STE |
| INSTITUTIONAL INVT STE |
| INSTITUTIONAL CL STE |
| INSTITUTIONAL STE |
| INSTITUTIONAL CL A STE |
| INSTITUTIONAL INV CL STE |
| INSTITUTIONAL INC FD CL A STE |
| INSTITUTIONAL FRANCHISE FD CL STE |
| INSTITUTIONAL WEIGHTED S&P 500 Y STE (VADDX) |
| INSTITUTIONAL WEIGHTED S&P 500 A STE (VADDX) |
| INSTITUTIONAL MLP INC A STE |
| INSTITUTIONAL MLP ALPHA PLUS A STE (MLPLX) |
| INSTITUTIONAL MLP ALPHA A STE (MLPAX) |
| INSTITUTIONAL OPPORTUNITIES CL Y STE |
| INSTITUTIONAL OPPORTUNITIES FD A STE |
| INSTITUTIONAL CL Y STE |
| INSTITUTIONAL MINERALS A STE |
| INSTITUTIONAL MARKETS A STE |
| INSTITUTIONAL MID CAP GROWTH Y STE (VMGIX) |
| INSTITUTIONAL MID CAP GROWTH A STE (VMGIX) |
| FIDELITY INVESTMENTS 60 $0 INVESCO DEVELOPING 11 GREENWAY PLAZA |
| INSTITUTIONAL MARKETS R STE |
| INSTITUTIONAL REAL RETURN FD I STE |
| INSTITUTIONAL N STE |
| INSTITUTIONAL GRWTH CL N STE |
| INSTITUTIONAL VALUE CL N STE |
| INSTITUTIONAL FOCUSED I STE |
| INSTITUTIONAL FOCUSED N STE |
| INSTITUTIONAL INTERNL SMCAP N STE |
| INSTITUTIONAL CAP GRTH N STE |
| INSTITUTIONAL FD N STE |
| INSTITUTIONAL PACIFIC FD N STE |
| INSTITUTIONAL GROWTH FD STE |
| INSTITUTIONAL CAP VALUE CL N STE |
| INSTITUTIONAL SMCAP VALUE CL N STE |
| INSTITUTIONAL SMMID CAP VALUE C STE |
| OPERATIONS COMPANY, US |
| INSTITUTIONAL FD IN STE |
| INSTITUTIONAL INVT |
| INSTITUTIONAL RETURN INVT STE |
| INSTITUTIONAL OPPORTUNITY INVESTO DR STE |
| INSTITUTIONAL BULLION STRAT IN STE |
| INSTITUTIONAL TACTICAL INVS STE |
| INSTITUTIONAL GROUND FD INVST STE |
| INSTITUTIONAL QUANTIFIED STF I STE (QSTAX) |
| INSTITUTIONAL ALTERNATIVES FD STE |
| INSTITUTIONAL TRUST CL A SUITE |
| INSTITUTIONAL SERVICES FD CL A WAY STE |
| INSTITUTIONAL |
| INSTITUTIONAL SECURITIES FD STE |
| INSTITUTIONAL SM CAP Y STE |
| INSTITUTIONAL MID CAP A STE |
| INSTITUTIONAL COMPANY A STE |
| INSTITUTIONAL OPPORTUNITIES A STE |
| INSTITUTIONAL WORLD INNOVATORS (WAGTX) |
| FIDELITY INVESTMENTS 60 $0 AMERICAN AMCAP CL A 3500 WISEMAN BLVD |
| INSTITUTIONAL STEPHENS SM CAP BLVD STE |
| INSTITUTIONAL CAP INVT BLVD STE |
| FIDELITY INVESTMENTS 60 $0 AMERICAN BALANCED 3500 WISEMAN BLVD |
| INSTITUTIONAL MNGD FUTR STRA BLVD STE |
| INSTITUTIONAL WORLD INC IN BLVD STE |
| INSTITUTIONAL TRANS INNOVTN I BLVD STE |
| INSTITUTIONAL SMID CAP EQ INV BLVD STE |
| OPERATIONS COMPANY, GROWTH US |
| FIDELITY INVESTMENTS 60 $0 AMERICAN HIGH 3500 WISEMAN BLVD |
| FIDELITY INVESTMENTS 60 $0 AMERICAN MUTUAL 3500 WISEMAN BLVD |
| INSTITUTIONAL CROSSING |
| INSTITUTIONAL RATE INC FD |
| INSTITUTIONAL FD ADVISOR STE |
| INSTITUTIONAL WORLD FD ADVISOR STE (TWDAX) |
| INSTITUTIONAL WORLD FD INVESTO STE |
| INSTITUTIONAL ADVISOR STE |
| INSTITUTIONAL VALUE STE |
| INSTITUTIONAL EQUITY FD INVT STE |
| INSTITUTIONAL OPPORTUNITIES INV STE (BROBX) |
| INSTITUTIONAL EMERG MRKTS INV STE |
| INSTITUTIONAL VALUE FD INVT SHARES STE |
| INSTITUTIONAL ALLOCATION FD STE |
| INSTITUTIONAL EQTY ALLOCATIO STE |
| INSTITUTIONAL CAP FD CL A STE |
| OPERATIONS COMPANY, RETAIL US |
| OPERATIONS COMPANY, ITIES C US |
| OPERATIONS COMPANY, ITIES I US |
| OPERATIONS COMPANY, STRATEGY US |
| FIDELITY INVESTMENTS 60 $0 AMERICAN BOND FD OF 3500 WISEMAN BLVD |
| INSTITUTIONAL CAP VALUE STE |
| INSTITUTIONAL VALUE FD CL N STE |
| INSTITUTIONAL SM COMPANY I |
| FIDELITY INVESTMENTS 60 $0 AMERICAN CAPT INC 3500 WISEMAN BLVD |
| FIDELITY INVESTMENTS 60 $0 AMERICAN CAPT WORLD 3500 WISEMAN BLVD |
| OPERATIONS COMPANY, INSTL US |
| INSTITUTIONAL INFRASTRUCTURE INV |
| INSTITUTIONAL ROAD STE |
| INSTITUTIONAL THERMOSTAT CL A |
| INSTITUTIONAL MRTKS BOND FD CL |
| INSTITUTIONAL CHINA CL A |
| INSTITUTIONAL INC FD CL I |
| INSTITUTIONAL INC CL A |
| INSTITUTIONAL INC FD CLAS |
| INSTITUTIONAL FD CL A |
| INSTITUTIONAL DIVIDEND INC |
| INSTITUTIONAL CAP GROWTH CL A (SGRIX) |
| INSTITUTIONAL FD CL I |
| INSTITUTIONAL TECHGROWTH CL A |
| INSTITUTIONAL ESTATE EQUITY CL A (CREEX) |
| INSTITUTIONAL GROWTH FD CL A |
| INSTITUTIONAL GROWTH CL A |
| INSTITUTIONAL CAP GROWTH CLAS (ELCRX) |
| INSTITUTIONAL MARKETS CL A |
| INSTITUTIONAL LARG CAP EQUITY CLA (BMGKX) |
| INSTITUTIONAL GLOBAL TECHNOLGY |
| INSTITUTIONAL TECH AND INFO CL |
| INSTITUTIONAL CAP VALUE CL |
| INSTITUTIONAL INC FD CL I2 |
| INSTITUTIONAL VALUE S |
| INSTITUTIONAL SM CAP GROWT |
| INSTITUTIONAL IMPACT BOND FD CRA STE |
| INSTITUTIONAL IMPACT BOND FD RETA STE |
| INSTITUTIONAL INVT CL |
| INSTITUTIONAL MARKETS FD CL I SUITE |
| OPERATIONS COMPANY, RET US |
| INSTITUTIONAL EQUITY A STE |
| INSTITUTIONAL VENTURE CL A STE |
| INSTITUTIONAL A STE |
| INSTITUTIONAL AND INC CL STE |
| OPERATIONS COMPANY, |
| FIDELITY INVESTMENTS 60 $0 DOUBLELINE SHILLER 777 EAST WISCONSIN |
| FIDELITY INVESTMENTS 60 $0 EATON VANCE GREATER TWO INTERNATIONAL (EVCGX) |
| FIDELITY INVESTMENTS 60 $0 EATON VANCE ATLANTA TWO INTERNATIONAL (EILAX) |
| FIDELITY INVESTMENTS 60 $0 EATON VANCE WLD TWO INTERNATIONAL (EILAX) |
| FIDELITY INVESTMENTS 60 $0 EATON VANCE TWO INTERNATIONAL (EILAX) |
| FIDELITY INVESTMENTS 60 $0 EATON VANCE GL TWO INTERNATIONAL (EILAX) |
| FIDELITY INVESTMENTS 60 $0 EATON VANCE EMRG TWO INTERNATIONAL (EILAX) |
| FIDELITY INVESTMENTS 60 $0 EATON VANCE GLOBAL TWO INTERNATIONAL |
| FIDELITY INVESTMENTS 60 $0 EATON VANCE TAX TWO INTERNATIONAL |
| FIDELITY INVESTMENTS 60 $0 EATON VANCE EMERG TWO INTERNATIONAL (EILAX) |
| FIDELITY INVESTMENTS 60 $0 AMERICAN 3500 WISEMAN BLVD |
| OPERATIONS COMPANY, CL A US |
| OPERATIONS COMPANY, FD CL US |
| INSTITUTIONAL FUTRSTRATEGY FD A APT |
| INSTITUTIONAL GROWTH & INC INST (QIMGX) |
| INSTITUTIONAL PARTNER SM CAP INVES STE |
| INSTITUTIONAL PARTNERFD INVT STE |
| INSTITUTIONAL TECHNOLOGYOPPORTUN STE |
| INSTITUTIONAL INSTITUTIONAL UNIT |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN DYNATECH 100 FOUNTAIN (FKDNX) |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN INC CL A1 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN UTILITIES CL 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN INC CL A 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN INTL 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN GOLD AND 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN HIGH INCFD 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN HIGH INC CL 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN FLOATING 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN RISING 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN REAL 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN GROWTH 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN BIOTECH 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN SM CAP 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 AMERICAN FDAMENTAL 3500 WISEMAN BLVD |
| INSTITUTIONAL RETAIL SHARES BLVD STE |
| INSTITUTIONAL EQUITY ADVISOR (AUIYX) |
| INSTITUTIONAL GROWTH |
| INSTITUTIONAL CORE |
| FIDELITY INVESTMENTS 60 $0 AMERICAN GROWTH 3500 WISEMAN BLVD |
| INSTITUTIONAL RETURN BOND FD INS STE |
| INSTITUTIONAL OPPORTUNTITIES INS STE |
| INSTITUTIONAL RETURN BOND CL P STE |
| INSTITUTIONAL ASIA FOCUS (IASMX) |
| INSTITUTIONAL CHINA & HONG KONG (ICHKX) |
| INSTITUTIONAL GLOBAL INNOVATORS (IWIRX) |
| INSTITUTIONAL GLOBAL ENERGY (UMESX) |
| INSTITUTIONAL HEALTHCARE FD CL A STE |
| INSTITUTIONAL APPRECIATION CL A STE |
| INSTITUTIONAL EQUITYCL A STE |
| INSTITUTIONAL RATE FD CL I STE |
| INSTITUTIONAL FD CL I STE |
| INSTITUTIONAL BALANCED INC CL I STE |
| INSTITUTIONAL TAX AWARE BOND C STE (STWTX) |
| INSTITUTIONAL RETURN INVT CL STE |
| INSTITUTIONAL CORNERSTONEGROWTH STE |
| INSTITUTIONAL CORNERSTONEMID CAP STE |
| INSTITUTIONAL CORNERSTONE MID CAP STE (HFMDX) |
| INSTITUTIONAL FINANCIAL INVSTR STE |
| INSTITUTIONAL INVSTCL STE |
| INSTITUTIONAL SMCAP INVT CL STE |
| INSTITUTIONAL ARBITRAGE CL Z STE |
| FIDELITY INVESTMENTS 60 $0 AMERICAN INC FD OF 3500 WISEMAN BLVD |
| OPERATIONS COMPANY, AMERICA US |
| INSTITUTIONAL CLAS PKWY. STE |
| FIDELITY INVESTMENTS 60 $0 AMERICAN INVESTMNT 3500 WISEMAN BLVD |
| INSTITUTIONAL GROWTH FD INVEST STE |
| INSTITUTIONAL GROWTH FD INSTL STE |
| FIDELITY INVESTMENTS 60 $0 IRONCLAD MANAGED 2220 E. ROUTE 66 STE |
| INSTITUTIONAL RISK FD |
| INSTITUTIONAL GOLDEN RAINBOW FD STE |
| INSTITUTIONAL CAP STE |
| FIDELITY INVESTMENTS 60 $0 JANUS HENDERSON 151 DETROIT ST. |
| INSTITUTIONAL SHORT FD STE |
| OPERATIONS COMPANY, CL US |
| INSTITUTIONAL GROWTH FD IN STE |
| INSTITUTIONAL DIVIDEND FD CENTER STE |
| INSTITUTIONAL MRKTSSM COMPANIES CENTER STE |
| INSTITUTIONAL FD INVT CL CENTER STE |
| INSTITUTIONAL SMCOMPANIES INVES CENTER STE |
| INSTITUTIONAL TIGER FD CENTER STE |
| INSTITUTIONAL GROWTH & INC FD CENTER STE |
| INSTITUTIONAL CENTER STE |
| INSTITUTIONAL INSTITUTIONAL CENTER STE |
| INSTITUTIONAL INNOVATORS FD INVST CENTER STE |
| INSTITUTIONAL RETURN BOND CL M |
| INSTITUTIONAL RETURN BOND CL (FTRGX) |
| INSTITUTIONAL UNCONSTRBOND M |
| INSTITUTIONAL YLDBOND CL M |
| OPERATIONS COMPANY, A US |
| FIDELITY INVESTMENTS 60 $0 FRANKLIN MUTUAL 100 FOUNTAIN |
| INSTITUTIONAL INDEX CL A STE |
| INSTITUTIONAL STRAT INC INSTL S STE |
| INSTITUTIONAL QUALITY EQUITY EA STE |
| FIDELITY INVESTMENTS 60 $0 NEEDHAM AGGRESSIVE 445 PARK AVE 15TH FL |
| FIDELITY INVESTMENTS 60 $0 NEUBERGER BERMAN 1290 AVE OF THE |
| FIDELITY INVESTMENTS 60 $0 AMERICAN NEW 3500 WISEMAN BLVD |
| FIDELITY INVESTMENTS 60 $0 AMERICAN NEW WORLD 3500 WISEMAN BLVD |
| INSTITUTIONAL PLUS BOND FD CL |
| INSTITUTIONAL TACTICAL DEFENSIVE I (ETFRX) |
| INSTITUTIONAL TACTICAL DEFENSIVE A (ETFRX) |
| INSTITUTIONAL TACTICAL GROWTH CL I (ETFOX) |
| INSTITUTIONAL DYNAMIC SM CAP I |
| INSTITUTIONAL FD CL A STE |
| INSTITUTIONAL STRATEGY CL |
| INSTITUTIONAL INDEX STRATEGY CL |
| INSTITUTIONAL GROWTH STRATEGY (FSAYX) |
| INSTITUTIONAL TACTICAGGRESSIVE |
| INSTITUTIONAL DIVERSIFIER STRAT R |
| INSTITUTIONAL STRATEGY FD R |
| INSTITUTIONAL TACTICMODERATE |
| INSTITUTIONAL STRATEGY FD |
| INSTITUTIONAL FACTRROTATION |
| INSTITUTIONAL BALANCED STRATE |
| INSTITUTIONAL AMCORE PLUS BD ST |
| INSTITUTIONAL STRATEGY CL R |
| INSTITUTIONAL FOCUSED STRATEGY R (FDSAX) |
| INSTITUTIONAL CYCLE STRAT R |
| INSTITUTIONAL EQ STRATEGY FD |
| INSTITUTIONAL GROWTH STRAT CL (GOIBX) |
| INSTITUTIONAL CONS INC STRAT CL |
| INSTITUTIONAL SELECT |
| INSTITUTIONAL TECHNOLOGY FD |
| INSTITUTIONAL SCIENCES FD |
| INSTITUTIONAL GROWTH FD |
| INSTITUTIONAL OPPORTUNITIES INV STE. (BROBX) |
| INSTITUTIONAL FD STE. |
| INSTITUTIONAL OPPORTUNITIES STE. |
| INSTITUTIONAL OPPORTUNITIES FD STE. |
| INSTITUTIONAL OPPORTUNITIES INVSTR STE. |
| INSTITUTIONAL EQUITY INSTITUTIONA TOWER STE (PRILX) |
| INSTITUTIONAL EQUITY INVT TOWER STE |
| INSTITUTIONAL TOWER STE |
| INSTITUTIONAL EQUITY INSTL TOWER STE |
| INSTITUTIONAL ENVIRON MARKETS |
| INSTITUTIONAL ENVIRONMARKETS |
| INSTITUTIONAL CL |
| INSTITUTIONAL OPPORTUNITIES FD DR STE |
| OPERATIONS COMPANY, FD US |
| INSTITUTIONAL GROWTH FD WAY STE |
| INSTITUTIONAL AGGRESSIVE GRWTH F WAY STE |
| INSTITUTIONAL PREF CAPT SEC IN |
| INSTITUTIONAL INSTL |
| INSTITUTIONAL SEC FD CL A |
| INSTITUTIONAL CL A |
| INSTITUTIONAL INC A |
| INSTITUTIONAL DIVIDEND IN |
| INSTITUTIONAL CAP VALUE INVS CHESTER PIKE |
| INSTITUTIONAL CAP VALUE II INV CHESTER PIKE (TLVEX) |
| OPERATIONS COMPANY, I US |
| INSTITUTIONAL LINE STRATEGIC IN ST STE |
| INSTITUTIONAL METALS INVT CL STE |
| INSTITUTIONAL X STRATEGY CL STE |
| INSTITUTIONAL STRATEGY INV STE (FUTRX) |
| INSTITUTIONAL STRATEGY CL H STE |
| INSTITUTIONAL 2X STRATEGY C STE |
| INSTITUTIONAL BOND1.2X STRATEGY I STE |
| INSTITUTIONAL TRANSPORTATION INVT STE |
| INSTITUTIONAL SERVICES INVT C STE |
| INSTITUTIONAL PRODUCTS INVT CL STE |
| INSTITUTIONAL BIOTECHNOLOGY INV CL STE |
| INSTITUTIONAL MATERIALS INV CL STE |
| INSTITUTIONAL PURE VALUE H C STE (RYAZX) |
| INSTITUTIONAL GROWTH H CL STE |
| INSTITUTIONAL VALUE H CL STE |
| INSTITUTIONAL 400PURE GROWTH CLA STE |
| INSTITUTIONAL RUSSEL2000 2X STRAT C STE |
| INSTITUTIONAL AVERAGE FD CL H STE |
| INSTITUTIONAL REBAL NASDAQ 100 2X S STE (RMQAX) |
| INSTITUTIONAL MRKTS 2X STRATEGY H STE |
| INSTITUTIONAL TRAIL STE |
| INSTITUTIONAL DIVIDEND FD TRAIL STE |
| OPERATIONS COMPANY, GRWTH US |
| INSTITUTIONAL DEFINED RISK INS STE (OASDX) |
| FIDELITY INVESTMENTS 60 $0 AMERICAN SHORT TERM 3500 WISEMAN BLVD |
| FIDELITY INVESTMENTS 60 $0 AMERICAN SM CAP 3500 WISEMAN BLVD |
| INSTITUTIONAL SHARE CL (MASIX) |
| INSTITUTIONAL CL SHARES |
| INSTITUTIONAL R |
| FIDELITY INVESTMENTS 60 $0 TEMPLETON WORLD CL 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 TEMPLETON FOREIGN CL 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 TEMPLETON GROWTH CL 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 TEMPLETON GLOBAL 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 TEMPLETON GLOBAL SM 100 FOUNTAIN |
| FIDELITY INVESTMENTS 60 $0 TOCQUEVILLE FD 40 W 57TH ST 19TH FL |
| INSTITUTIONAL CL Y |
| INSTITUTIONAL FD CL Z |
| INSTITUTIONAL CAP SEL GRWTH Z |
| INSTITUTIONAL CAP SELECT GROWTH (SEEGX) |
| OPERATIONS COMPANY, ESTATE INV US |
| INSTITUTIONAL COMPANY FD INSTL |
| INSTITUTIONAL MINERALS FD |
| INSTITUTIONAL METALS FD |
| INSTITUTIONAL ALLOCATION INVESTO |
| INSTITUTIONAL FOCUSED INVT |
| INSTITUTIONAL FOCUSED FD CL |
| INSTITUTIONAL CMPNIES FOCUSED I |
| INSTITUTIONAL CAPOPPORTUNITIES I |
| INSTITUTIONAL GROWTH INVTS |
| INSTITUTIONAL FDM SM CAP VAL I (AWGVX) |
| INSTITUTIONAL ESTATE FD STE |
| INSTITUTIONAL ASSETS CL I STE |
| INSTITUTIONAL CORE FD CL |
| INSTITUTIONAL GROWTH FD CL |
| INSTITUTIONAL VALUE CL I |
| INSTITUTIONAL PHELPSGLBL REAL EST S |
| INSTITUTIONAL FLOATING RATE CL |
| INSTITUTIONAL PHELPSGLOBAL INFRA |
| INSTITUTIONAL MID CAP A (SMCDX) |
| INSTITUTIONAL MANAG FUTURE ST |
| INSTITUTIONAL INNOVATIVE GR ST |
| INSTITUTIONAL CAP GROWTH STOCK (STTAX) |
| INSTITUTIONAL CAP VALUE EQUITY (SMVTX) |
| INSTITUTIONAL RATE HIGH INCO |
| INSTITUTIONAL VALUE A |
| INSTITUTIONAL CAP GROWTH FD (SGRIX) |
| INSTITUTIONAL A |
| INSTITUTIONAL SCIENCES FD A |
| INSTITUTIONAL SMCAP FD A |
| INSTITUTIONAL MKTSOPPORTUNITIES F |
| INSTITUTIONAL FOCUSED GROWTH A (PGFIX) |
| INSTITUTIONAL WATER FD A |
| INSTITUTIONAL SHRTDURATION HIGH I |
| INSTITUTIONAL SM CAP FD |
| INSTITUTIONAL US TREASURY |
| INSTITUTIONAL VALUE FD |
| INSTITUTIONAL MARKETS SELECT FUN (NOEMX) |
| INSTITUTIONAL INDIA FD |
| INSTITUTIONAL OPPORTUNITIES RETAIL (FLFGX) |
| INSTITUTIONAL MARKETS SM CAP (DEMSX) |
| FIDELITY INVESTMENTS 60 $0 AMERICAN WASHNTN 3500 WISEMAN BLVD |
| OPERATIONS COMPANY, INVT US |
| INSTITUTIONAL INNOVATION FD C A0103 |
| INSTITUTIONAL BOND FD A A0103 |
Investment model portfolios
We provide two types of investment model portfolios for DELTA 401(K) RETIREMENT PLAN 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.
Retirement Plan (401(k)) Info for DELTA 401(K) RETIREMENT PLAN