SINCLAIR BROADCAST GROUP, INC.401(K) RETIREMENT SAVINGS PLAN Investment Model Portfolios

Investment options of SINCLAIR BROADCAST GROUP, INC.401(K) RETIREMENT SAVINGS PLAN

Total Available Funds: 28

Asset Class

Ticker

Description

Others
ROOT	CASH	SF Guaranteed Interest Fund
ROOT	MSCAX	OFI Premier Strategic Income
Target Date 2016-2020	VTWNX	Destination rtmt 2020
Target Date 2026-2030	VTHRX	Destination rtmt 2030
Target Date 2036-2040	VFORX	Destination rtmt 2040
Target Date 2000-2010	VTENX	Destination rtmt 2010
unknown	unknown	Clearbridge/Western Select Strategic Bal
Target Date 2050+	VFIFX	destination rtmt 2050
Retirement Income	VTINX	Destination rtmt Income
ROOT	CASH	IBT Money Mkt
ROOT	CASH	Cash & cash equivalents

US EQUITY
LARGE BLEND	MFVAX	Harris Select Focused Value
LARGE BLEND	MMLYX	Davis Select Large Cap Value
LARGE VALUE	MVUSX	Wellington Select Fundamental Value
LARGE GROWTH	RRBGX	TRP Select Blue Chip Growth
LARGE GROWTH	PRSGX	T. Rowe Price Retirement Spectrum Growth
Mid-Cap Growth	RPMGX	TRP Select Mid Cap Growth II
LARGE GROWTH	MAGYX	S&s/Delaware Select Aggressive Growth
Small Growth	MNDJX	MFS Int l New Discovery
SMALL BLEND	MSVSX	Clover/TRP/EARNEST Select Small Company Value
Small Growth	MMGEX	W R/Wellington Select Small Cap Growth Equity
Small Growth	HSIIX	Mazama/Eagle Select Small Company Growth
MID-CAP VALUE	NAMAX	Columbia Mid Cap Value

INTERNATIONAL EQUITY
Foreign Large Blend	MOSAX	MFS/Harris Select Overseas
WORLD STOCK	MGFAX	OFI Premier Global
Foreign Large Blend	RERFX	American EuroPacific Growth
Foreign Large Blend	northern	Northern Tr Selected Index Equity

FIXED INCOME
Intermediate-Term Bond	MCBDX	Babson Premier Core Bond

Investment model portfolios

We provide two types of investment model portfolios for SINCLAIR BROADCAST GROUP, INC.401(K) RETIREMENT SAVINGS 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.

Customize a model portfolio now

Retirement Plan (401(k)) Info for SINCLAIR BROADCAST GROUP, INC.401(K) RETIREMENT SAVINGS PLAN

SINCLAIR BROADCAST GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN

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