Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan
Investment Model Portfolios

Investment options of Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan

Total Available Funds: 49
Asset Class Ticker Description
US EQUITY
MID-CAP VALUE ABSIX Alliance Bernstein Small Mid Cap Value Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE VALUE MEIIX MFS Value Fund
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value Fund
Small Growth MSSGX MSIF Small Company Growth Fund
Small Growth BSCFX Baron Small Cap Fund
LARGE GROWTH LOMMX CGM Mutual Fund
LARGE GROWTH CGMFX CGM Focus Fund
LARGE GROWTH MXXIX Marsico 21st Century Fund
LARGE BLEND SVSPX State Street Global Advisors S&P 500 Flagship SL Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
PACIFIC/ASIA EX-JAPAN STK FHKCX Fidelity Hong Kong & China Fund
Foreign Large Blend VGTSX Julius Baer International Equity II Fund
Foreign Large Blend CWI State Street Global Advisors MSCI ACWI Ex US Index SL Series Fund
FIXED INCOME
Intermediate-Term Bond WAPSX Western Asset Core Plus Bond Fund
Intermediate-Term Bond HABDX Harbor Bond Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
SHORT GOVERNMENT SHY Barclays Global Investors, 1-3 Year Government Bond Index Fund
Intermediate-Term Bond WFBIX Barclays Global Investors, Asset-Backed Sec Index Fund
Intermediate-Term Bond WFBIX Barclays Global Investors, Comm Mortgage-Backed Sec Fund
Intermediate-Term Bond CIU Barclays Global Investors, Int Term Credit Bond Index Fund
Intermediate Government IEI Barclays Global Investors, Int Term Government Bond Index Fund
LONG GOVERNMENT IEF Barclays Global Investors, Long Term Government Bond Index Fund
Intermediate-Term Bond WFBIX Barclays Global Investors, Mortgage-Backed Sec Index Fund
COMMODITIES
COMMODITIES BROAD BASKET PCRPX Pimco Commodity Real Return Strategy Fund
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets Fund
Others
Health FBIOX Fidelity Select Biotechnology Fund
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemical Portfolio Fund
Industrials FSDAX Fidelity Select Defense & Aerospace Fund
Equity Energy FSESX Fidelity Select Energy Services Fund
Health FSMEX Fidelity Select Medical Equipment Fund
Natural Resources FNARX Fidelity Select Natural Resources
Equity Energy VGENX Invesco Energy Fund Investor Class
Conservative Allocation PRPFX Permanent Portfolio Fund
Natural Resources IGRIX US Global Resources Fund
EQUITY ATI Allegheny Technologies Incorporated
ROOT unknow Mellon Trust of New England TIF Fund
ROOT CASH Mellon Stable Value Fund
Retirement Income VTINX State Street Global Advisors Target Retirement Income SL Series Fund
Target Date 2000-2010 VTENX State Street Global Advisors Target Retirement Income 2010 SL Series Fund
Target Date 2011-2015 VTXVX State Street Global Advisors Target Retirement Income 2015 SL Series Fund
Target Date 2016-2020 VTWNX State Street Global Advisors Target Retirement Income 2020 SL Series Fund
Target Date 2021-2025 VTTVX State Street Global Advisors Target Retirement Income 2025 SL Series Fund
Target Date 2026-2030 VTHRX State Street Global Advisors Target Retirement Income 2030 SL Series Fund
Target Date 2031-2035 VTTHX State Street Global Advisors Target Retirement Income 2035 SL Series Fund
Target Date 2036-2040 VFORX State Street Global Advisors Target Retirement Income 2040 SL Series Fund
Target Date 2041-2045 VTIVX State Street Global Advisors Target Retirement Income 2045 SL Series Fund
Target Date 2050+ VFIFX State Street Global Advisors Target Retirement Income 2050 SL Series Fund
ROOT CASH Money market substitute

Investment model portfolios

We provide two types of investment model portfolios for Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 06/30/2005.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan Tactical Asset Allocation Moderate NA 22.92% 19.65% NA NA NA NA 14.71%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 6.19% 8.95% -2.48% 9.86% 10.68% 11.16% -0.16%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 8.37% 9.69% 3.14% 8.99% NA NA 4.42%

Click here for more plan details and features ►