N-LINK CORPORATION 401K PLAN
Investment Model Portfolios

Investment options of N-LINK CORPORATION 401K PLAN

Total Available Funds: 47
Asset Class Ticker Description
US EQUITY
LARGE VALUE MDDVX BlackRock Equity Dividend A
Mid-Cap Growth BMEAX BLKRK US OPPS INV A
LARGE BLEND PEOPX DREYFUS S&P 500 INDX
MID-CAP BLEND FLSAX FA LEV CO STOCK A
LARGE GROWTH FNIAX FA NEW INSIGHTS A
SMALL BLEND FSCDX FA SMALL CAP A
MID-CAP VALUE HRSVX Heartland Select Value
Emerging Market
Latin America Stock MDLTX BlackRock Latin America A
DIVERSIFIED EMERGING MKTS FAMKX FA EMERG MARKETS A
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets A
China Region TCWAX Templeton China World A
Others
Moderate Allocation FAAIX FA Asset Manager 70% A
Health FBTAX FA Biotechnology A
Communications FDMAX FA Communications Equipment A
Consumer Discretionary FCNAX FA Consumer Discret A
Consumer Staples FDAGX FA Consumer Staples A
Technology FELAX FA Electronics A
Equity Energy FANAX FA Energy A
Financial BURKX FA Financial Services A
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A
Target Date 2000-2010 FACFX FA FREEDOM 2010 A
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A
Target Date 2021-2025 FATWX FA FREEDOM 2025 A
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A
Target Date 2031-2035 FATHX FA FREEDOM 2035 A
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A
EQUITY PRECIOUS METALS FGDAX FA GOLD A
Health FACDX FA Health Care A
Industrials FCLAX FA INDUSTRIALS A
Natural Resources FMFAX FA Materials A
Technology FADTX FA Technology A
Utilities FUGAX FA Utilities A
ROOT CASH Fidelity Prime Fund
FIXED INCOME
Emerging Markets Bond FMKAX FA Emerging Markets Inc A
High Yield Bond FAHCX FA High Income Advantage A
Multisector Bond FSRIX FA Strategic Income A
Intermediate-Term Bond FEPAX ,FA TOTAL BOND A
SHORT GOVERNMENT STABLEVALUE Fidelity Stable Value Fund
Intermediate-Term Bond PTTAX PIMCO Total Return A
WORLD BOND TPINX Templeton Global Bond A
INTERNATIONAL EQUITY
Foreign Large Blend FAIDX FA INTL DISCOVERY A
FOREIGN SMALL/MID GROWTH FOPAX FA Intl Small Cap Opp A
Foreign Small/Mid Blend IEGAX Invesco International Small Company A
REAL ESTATE
REAL ESTATE FHEAX FA Real Estate A

Investment model portfolios

We provide two types of investment model portfolios for N-LINK CORPORATION 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 Common Inception
N-LINK CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate NA 4.29% 7.79% 6.15% 5.53% 4.72% 7.55%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.46% 18.47% 15.92% 14.43% 10.14% 9.15%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 1.88% 8.81% 7.74% 6.99% 5.54% 6.21%
Data as of 03/31/2022, Common starting date 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 Common Inception
N-LINK CORPORATION 401K PLAN Tactical Asset Allocation Moderate NA 26.56% 0.34% 6.44% 3.62% 5.07% 7.39%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000