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Investment Model Portfolios

This plan is the deferred compensation plan for Synospsys executives.

Total Available Funds: 12

Asset Class

Ticker

Description

US EQUITY
MID-CAP BLEND	IJH	iShares S&P MidCap 400 Index
Mid-Cap Growth	IJK	iShares S&P MidCap 400 Growth Index
SMALL VALUE	IWN	iShares Russell 2000 Value Index
MID-CAP VALUE	IJJ	iShares S&P MidCap 400 Value Index
LARGE GROWTH	IVW	iShares S&P 500 Growth Index
LARGE BLEND	IVV	iShares S&P 500 Index
LARGE BLEND	IYY	iShares Dow Jones U.S. Index
LARGE VALUE	IVE	iShares S&P 500 Value Index

Others
Long/Short Equity	MFLDX	Marketfield
Managed Futures	AMFQX	361 Managed Futures Strategy A
Conservative Allocation	BAICX	BlackRock Multi-Asset Income Investor A
ROOT	CASH	CASH

We provide two types of investment model portfolios for foo test 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.