HANDY NETWORKS LLC 401K PLAN
Investment Model Portfolios

Total Available Funds: 31
Asset Class Ticker Description
Others
ROOT CASH Money Market
World Allocation MDLOX BlackRock Global Allocation Inv A
Moderate Allocation MTRRX MFS Total Return R2
Equity Energy IENAX Invesco Energy A
NotFound NotFound SSgA International Index Securities Lending Series Fund - C lass VIII
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Multisector Bond KSTAX DWS Unconstrained Income A
US EQUITY
LARGE VALUE AUIAX AllianceBern Equity Income A
LARGE VALUE MVRRX MFS Value R2
LARGE BLEND FRDPX Franklin Rising Dividends A
LARGE BLEND SVSPX SSgA S&P500 Index Securities Lending Series Fund
LARGE BLEND SRVEX Victory Diversified Stock A
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
LARGE GROWTH CSIEX Calvert Equity A
LARGE GROWTH JENRX Jensen Quality Growth R
MID-CAP VALUE VETAX Victory Established Value A
MID-CAP BLEND RSVAX RS Value A
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund -C lass J
Mid-Cap Growth ATHAX American Century Heritage A
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A
SMALL VALUE SSGSX Victory Small Company Opportunity A
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
SMALL BLEND NEFJX Natixis Vaughan Nelson Small Cap Value A
SMALL BLEND SESPX SSgA Russell Small Cap Index Securities Lending Series Fund - C lass VIII
INTERNATIONAL EQUITY
Foreign Large Growth JIGRX Janus Overseas S
Foreign Large Growth AIIEX Invesco International Growth A
Foreign Large Growth JVIAX Virtus Foreign Opportunities A
WORLD STOCK TEDRX Mutual Global Discovery R
REAL ESTATE
REAL ESTATE IARAX Invesco Real Estate A

The following is a moderate-risk model portfolio constructed from the investment options of HANDY NETWORKS LLC 401K PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


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