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Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan
Investment Model Portfolios

Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan

Total Available Funds: 32
Asset Class Ticker Description
US EQUITY
LARGE GROWTH OPTFX Oppenheimer Cap Appreciation Fund
LARGE VALUE CVFCX Pioneer Cullen Value Fund
MID-CAP BLEND FLVCX Fidelity Advisor Leveraged Company Fund
LARGE GROWTH FCNTX Fidelity Fidelity Contrafund Fund
LARGE GROWTH RGAFX American Funds Growth Fund America Fund
SMALL BLEND OPMSX Oppenheimer Mainstreet Small Cap Fund
MID-CAP VALUE CMVRX Columbia Mid Cap Value Fund
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund
LARGE GROWTH MBCGX MassMutual Select Blue Chip Growth Fund
LARGE BLEND MIEAX MassMutual Select Indexed Equity Fund
LARGE BLEND MMLAX MassMutual Select Large Cap Value Fund
Mid-Cap Growth MGRFX MassMutual Select Mid Cap Growth Equity II Fund
Small Growth MMGEX MassMutual Select Small Cap Growth Equity Fund
Small Growth VISCX Van Kampen Small Cap Growth Fund
LARGE BLEND PRSGX T. Rowe Price Spectrum Growth Fund
LARGE BLEND STFAX State Street Mid Cap Equity Index Fund
LARGE BLEND STBIX State Street International Equity Index Fund
SMALL BLEND SMEIX State Street Small Cap Equity Index Fund
Others
Moderate Allocation OAKBX Oakmark Equity & Income Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2050+ RRTFX T. Rowe Price Retirement 2050 Fund
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
ROOT CASH Interest Bearing Cash
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
WORLD STOCK OGLYX Oppenheimer Global Fund
Foreign Large Blend TGVIX Thornburg International Value Fund
FIXED INCOME
WORLD BOND OIBAX Oppenheimer International Bond Fund
Intermediate-Term Bond PTTRX Allianz PIMCO Total Return Fund
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate Fund

Investment model portfolios

We provide two types of investment model portfolios for Kratos Defense & Security Solutions, Inc. Employee Savings and Investment 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.

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 Inception
Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan Tactical Asset Allocation Moderate NA 27.40% 1.88% 4.57% 4.72% 6.07% 6.94% 7.69%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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