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KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN
Investment Model Portfolios

Investment options of KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN

Total Available Funds: 35
Asset Class Ticker Description
US EQUITY
LARGE BLEND CAMOX ,AICF Cambiar Oppr Inv
SMALL VALUE ACSCX AmCent SmCap Val A
LARGE GROWTH RGACX AmFds Gr Fd Am R3
Mid-Cap Growth BIOPX Baron iOppr
MID-CAP BLEND FLSAX FidAdv Levr Co Stk A
Mid-Cap Growth GGOAX GdmnScs Gr Oppr A
LARGE VALUE HWLAX HW LgCap Val A
SMALL BLEND LRSCX LrdAbt SmCap Val A
LARGE BLEND NDASX NW Inv Dest Aggr Svc
LARGE BLEND GRMSX NW S P 500 Indx Svc
LARGE VALUE CGRWX Opp Val A
MID-CAP VALUE RRMVX TRowePr MdCap Val R
Small Growth WBSNX WlmBlr SmCap Gr N
Others
Moderate Allocation RLBCX AmFds Am Bal R3
Conservative Allocation NDCSX NW Inv Dest Cnsrv Svc
Aggressive Allocation NDMSX NW Inv Dest Mod Aggr Svc
Conservative Allocation NSDCX NW Inv Dest Mod Cnsrv Svc
Moderate Allocation NSDMX NW Inv Dest Mod Svc
ROOT CASH NW Mny Mkt Inst
Moderate Allocation OARBX Okmrk Eq Inc II
Natural Resources PGNAX Prudntl Jnisn Natrl Rsrc A
INTERNATIONAL EQUITY
Foreign Large Blend RERCX AmFds EuroPacfc Gr R3
Foreign Small/Mid Blend IEGAX Invsco Intl Sm Co A
WORLD STOCK OARGX Okmrk Glbl II
Foreign Large Growth TGVIX Thrnbrg Intl Val I
FIXED INCOME
Intermediate-Term Bond DPDFX DE Divrs Inc A
Long-Term Bond DEEAX DE Extnd Dur Bd A
Bank Loan EVBLX EV Flotng Rt A
Multisector Bond LBFAX Loomis Bd Admn
High Yield Bond MHOAX MFS Hi Yld Oppr A
WORLD BOND OIBAX Opp Intl Bd A
Inflation-Protected Bond PRTNX PIMCO Real Rtn A
Short-Term Bond WBRRX WlmBlr Inc N
REAL ESTATE
REAL ESTATE IARAX Invsco RealEst A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Opp Devl Mkt A

Investment model portfolios

We provide two types of investment model portfolios for KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 15.15% 9.60% 7.70% 7.68% 6.66% 9.62% 9.50%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 29.84% 15.86% 16.83% 16.52% 10.29% 9.41% 8.30%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 16.26% 9.49% 9.10% 8.71% 6.21% 6.72% 6.16%
Data as of 09/30/2021, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN Tactical Asset Allocation Moderate NA 13.97% -0.06% 4.29% 3.12% 4.74% 7.24% 8.84%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Retirement Plan (401(k)) Info for KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN

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