MGM RESORTS 401K SAVINGS PLAN Investment Model Portfolios

Investment options of MGM RESORTS 401K SAVINGS PLAN

Total Available Funds: 16

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	VINIX	Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
SMALL VALUE	VSOIX	Victory Portfolios: Small Company Opportunity Fund; Class I Shares
LARGE GROWTH	TRSAX	T Rowe Price Growth Stock Fund
Small Growth	MNDIX	MFS Series Trust I: MFS New Discovery Fund; Class I Shares
LARGE VALUE	MEIAX	MFS Series Trust I: MFS Value Fund; Class A Shares
LARGE GROWTH	MAAGX	MFS Series Trust X: MFS Aggressive Growth Allocation Fund; Class A Shares
Small Growth	MNDAX	MFS Series Trust I: MFS New Discovery Fund; Class A Shares
LARGE GROWTH	MIGHX	Massachusetts Investors Growth Stock Fund; Class R3 Shares

Others
Moderate Allocation	MAMAX	MFS Series Trust X: MFS Moderate Allocation Fund; Class A Shares
Aggressive Allocation	MAGWX	MFS Series Trust X: MFS Growth Allocation Fund; Class A Shares
Moderate Allocation	MTRIX	MFS Series Trust V: MFS Total Return Fund; Class I Shares
Moderate Allocation	MSFRX	MFS Series Trust V: MFS Total Return Fund; Class A Shares

INTERNATIONAL EQUITY
Foreign Large Blend	MRSAX	MFS Series Trust I: MFS Research International Fund; Class A Shares
Foreign Large Blend	MRSIX	MFS Series Trust I: MFS Research International Fund; Class I Shares

FIXED INCOME
Intermediate Government	MFGJX	MFS Series Trust XIII: MFS Government Securities Fund; Class R4 Shares
Intermediate-Term Bond	MBDIX	MFS Series Trust IX: MFS Bond Fund; Class I Shares

Investment model portfolios

We provide two types of investment model portfolios for MGM RESORTS 401K 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 MGM RESORTS 401K SAVINGS PLAN

THE MGM RESORTS 401(K) SAVINGS PLAN

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