HUNT CONSOLIDATED INC FIDELITY THRIFT PLAN
Investment Model Portfolios

Total Available Funds: 12
Asset Class Ticker Description
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Funds
US EQUITY
LARGE GROWTH FOCKX Fidelity Securities Fund: Fidelity OTC Portfolio; Class K Shares
LARGE BLEND FUSVX Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
MID-CAP BLEND FLPKX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund; Class K Shares
LARGE BLEND DNVYX Davis New York Venture Fund
LARGE GROWTH AGTHX Growth Fund of America
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Moderate Allocation FBAKX Fidelity Puritan Trust: Fidelity Balanced Fund; Class K Shares
INTERNATIONAL EQUITY
Foreign Large Blend FDVIX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Institutional Class Shares
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares

The following is a moderate-risk model portfolio constructed from the investment options of HUNT CONSOLIDATED INC FIDELITY THRIFT 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 HUNT CONSOLIDATED INC FIDELITY THRIFT PLAN

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