TECHNICA CORPORATION EMPLOYEES` 401K PLAN Investment Model Portfolios

Investment options of TECHNICA CORPORATION EMPLOYEES` 401K PLAN

Total Available Funds: 19

Asset Class

Ticker

Description

US EQUITY
MID-CAP BLEND	FDXAX	NUVEEN MDCP INDEX A
SMALL VALUE	FCVAX	FA SMALL CAP VAL A
LARGE BLEND	FDTEX	Fidelity Destiny Portfolios: Fidelity Advisor Diversified Stock Fund; Class T Shares
LARGE GROWTH	FNIAX	FA NEW INSIGHTS A
LARGE BLEND	PEOPX	Dreyfus Index Funds

INTERNATIONAL EQUITY
WORLD STOCK	FWAFX	FA WORLDWIDE A
PACIFIC/ASIA EX-JAPAN STK	ASIAX	INVS ASIA PAC GR A
Foreign Large Growth	JIGRX	JANUS OVERSEAS S

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond	PTTAX	PIM TOTAL RETURN A

Others
Conservative Allocation	FKINX	FRANKLIN INCOME A
Target Date 2031-2035	FATHX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2035 Fund; Class A Shares
Long/Short Equity	FTEEX	Forward Funds: Forward Tactical Enhanced Fund; Investor Class Shares
ROOT	FDAXX	Fidelity Newbury Street Trust: Prime Fund; Daily Money Class
Technology	FADTX	FA TECHNOLOGY A
Target Date 2021-2025	FATWX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2025 Fund; Class A Shares
Target Date 2011-2015	FFVBX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2015 Fund; Class B Shares

REAL ESTATE
REAL ESTATE	FREAX	NUVEEN REAL ESTATE A

Emerging Market
DIVERSIFIED EMERGING MKTS	ODMAX	OPPHMR DEV MKTS A

Investment model portfolios

We provide two types of investment model portfolios for TECHNICA CORPORATION EMPLOYEES` 401K 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 TECHNICA CORPORATION EMPLOYEES` 401K PLAN

TECHNICA CORPORATION EMPLOYEES' 401(K) PLAN

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