ARCTIC SLOPE REGIONAL CORP. AND SUBSIDIARIES RETIREMENT PLAN Investment Model Portfolios

Investment options of ARCTIC SLOPE REGIONAL CORP. AND SUBSIDIARIES RETIREMENT PLAN

Total Available Funds: 18

Asset Class

Ticker

Description

US EQUITY
LARGE GROWTH	ACAAX	Alger Funds: Alger Capital Appreciation Fund; Class A Shares
Mid-Cap Growth	ALMRX	Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares
LARGE VALUE	PNEAX	Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
LARGE BLEND	SWPPX	Schwab Capital Trust: S&P 500 Index Fund
LARGE VALUE	NFJEX	Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
LARGE VALUE	AAGPX	American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
MID-CAP VALUE	ABSIX	AllianceBernstein Trust: AllianceBernstein Discovery Value Fund; Class I Shares
MID-CAP BLEND	VEXMX	Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
LARGE GROWTH	VPMAX	Vanguard Chester Funds: Vanguard PRIMECAP Fund; Admiral Shares
SMALL BLEND	SSMVX	Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
Small Growth	ALSRX	Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares
Mid-Cap Growth	ACTWX	Columbia Acorn Trust: Columbia Acorn Select Fund; Class Z Shares

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Funds: Total Return Fund; Institutional Class Shares
High Yield Bond	PRHYX	T Rowe Price High Yield Fund

INTERNATIONAL EQUITY
Foreign Large Value	ICEYX	MainStay Funds Trust: MainStay ICAP International Fund; Class R2 Shares
Foreign Large Value	ABIAX	AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares

Others
Technology	RAGTX	Allianz Funds: AllianzGI Technology Fund; Class A Shares
Moderate Allocation	OAKBX	Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares

Investment model portfolios

We provide two types of investment model portfolios for ARCTIC SLOPE REGIONAL CORP. AND SUBSIDIARIES RETIREMENT 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

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