THE PRIVATE DIAGNOSTIC CLINIC PLLC PROFIT SHARING PLAN Investment Model Portfolios

Investment options of THE PRIVATE DIAGNOSTIC CLINIC PLLC PROFIT SHARING PLAN

Total Available Funds: 19

Asset Class

Ticker

Description

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond	FTBFX	Fidelity Income Fund: Fidelity Advisor Total Bond Fund; Fidelity Total Bond Shares
LONG GOVERNMENT	FLBIX	Fidelity Salem Street Trust: Spartan Long-Term Treasury Bond Index Fund; Investor Class Shares

US EQUITY
LARGE VALUE	FEQIX	Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE VALUE	FEQTX	Fidelity Financial Trust: Fidelity Equity Dividend Income Fund
LARGE BLEND	FDGFX	Fidelity Securities Fund: Fidelity Dividend Growth Fund
MID-CAP VALUE	JAMCX	JP Morgan Fleming Mutual Fund Group
Mid-Cap Growth	MPEGX	Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
LARGE VALUE	FSDIX	Fidelity Salem Street Trust: Fidelity Strategic Dividend & Income Fund
LARGE GROWTH	VGEQX	Vanguard Fenway Funds: Vanguard Growth Equity Fund
MID-CAP VALUE	FDVLX	Fidelity Capital Trust: Fidelity Value Fund
Small Growth	VEXRX	Vanguard Explorer Fund; Admiral Shares

INTERNATIONAL EQUITY
EUROPE STOCK	FIEUX	Fidelity Investment Trust: Fidelity Europe Fund
PACIFIC/ASIA EX-JAPAN STK	FSEAX	Fidelity Investment Trust: Fidelity Emerging Asia Fund
EUROPE STOCK	FECAX	Fidelity Investment Trust: Fidelity Europe Capital Appreciation Fund

REAL ESTATE
Global Real Estate	AGREX	AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Global Real Estate Fd; Cl A

Emerging Market
DIVERSIFIED EMERGING MKTS	FEMKX	Fidelity Investment Trust: Fidelity Emerging Markets Fund
DIVERSIFIED EMERGING MKTS	FEMEX	Fidelity Investment Trust: Fidelity Emerging Europe

Others
World Allocation	FDYSX	Fidelity Salem Street Trust: Fidelity Global Strategies Fund

Investment model portfolios

We provide two types of investment model portfolios for THE PRIVATE DIAGNOSTIC CLINIC PLLC PROFIT SHARING 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 THE PRIVATE DIAGNOSTIC CLINIC PLLC PROFIT SHARING PLAN

THE PRIVATE DIAGNOSTIC CLINIC, PLLC PROFIT SHARING PLAN

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