ARRIS GROUP INC. EMPLOYEE SAVINGS PLAN Investment Model Portfolios

Investment options of ARRIS GROUP INC. EMPLOYEE SAVINGS PLAN

Total Available Funds: 27

Asset Class

Ticker

Description

FIXED INCOME
Short-Term Bond	OIDSX	Dwight Asset Management Fixed Fund-Institutional
Intermediate-Term Bond	PTRAX	Pacific Investment Management Company Total Return Admin
SHORT GOVERNMENT	STABLEVALUE	Prudential Stable Value

Others
Moderate Allocation	OAKBX	Oakmark Equity Income Fund
Target Date 2026-2030	WFOOX	Wells Fargo Adv DJ Target 2030 I
Target Date 2016-2020	WFOBX	Wells Fargo Adv DJ Target 2020 I
Target Date 2036-2040	WFOSX	Wells Fargo Adv DJ Target 2040 I
Target Date 2000-2010	WFOAX	Wells Fargo Adv DJ Target 2010 I
Target Date 2011-2015	WFSCX	Wells Fargo Adv DJ Target 2015 I
Target Date 2031-2035	WFQRX	Wells Fargo Adv DJ Target 2035 I
Target Date 2021-2025	WFTYX	Wells Fargo Adv DJ Target 2025 I
Retirement Income	WOTDX	Wells Fargo Adv DJ Target Today I
Target Date 2041-2045	WFQPX	Wells Fargo Adv DJ Target 2045 I
Target Date 2050+	WFQFX	Wells Fargo Adv DJ Target 2050 I
Retirement Income	MLLJX	MFS Investment Management MFS Lifetime rtmt Income R4

US EQUITY
LARGE GROWTH	RGAEX	American Funds Growth Fund R4
LARGE VALUE	MDDVX	Blackrock Equity Dividend Fund A
LARGE BLEND	NYVTX	Davis NY Venture Fund A
MID-CAP VALUE	NAMAX	Columbia Mid Cap Value Z
MID-CAP BLEND	QVSCX	Oppenheimer Small Midcap Value A
Small Growth	CSGEX	Blackrock Small Cap Growth Equity Port A
LARGE BLEND	VINIX	Vanguard Institutional Index
US EQUITY	ARRS	ARRIS Group Inc. Short Term Investments Cash

INTERNATIONAL EQUITY
WORLD STOCK	RWIEX	American Funds Cap Wld Growth Income R4
FOREIGN SMALL/MID GROWTH	ACINX	Columbia Acorn Fund Z
Foreign Large Blend	TIVRX	Thornburg International Value R5

REAL ESTATE
REAL ESTATE	REACX	American Century Real Estate Inv

Investment model portfolios

We provide two types of investment model portfolios for ARRIS GROUP INC. EMPLOYEE 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

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