COMPUTER AID INC. 401K PROFIT SHARING PLAN
Investment Model Portfolios

Total Available Funds: 30
Asset Class Ticker Description
US EQUITY
LARGE GROWTH ASPIX Alger Spectra I
MID-CAP VALUE ABSIX AllianceBern Small-Mid Cap Value I
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
LARGE BLEND BTIIX DWS Equity 500 Index Inst
LARGE BLEND FRDAX Franklin Rising Dividends Adv
SMALL BLEND ATIAX Invesco Small Companies A
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A
Small Growth VSEAX JPMorgan Small Cap Equity A
Small Growth RSYEX RS Small Cap Growth Y
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Adv
LARGE VALUE PAVLX T. Rowe Price Value Adv
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Instl
Mid-Cap Growth WFDAX Wells Fargo Advantage Discovery A
LARGE VALUE CSERX Columbia Select Large-Cap Value R4
FIXED INCOME
High Yield Bond BHYIX BlackRock High Yield Bond Instl
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
EUROPE STOCK JFEIX JPMorgan Intrepid European Inst
Foreign Large Blend LISIX Lazard Intl Strategic Equity Instl
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
Technology ISTIX Ivy Science & Technology I
Moderate Allocation JDVAX JPMorgan Diversified A
Health PHSZX Prudential Jennison Health Sciences Z
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation
not found not ticker ISVGT
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y

The following is a moderate-risk model portfolio constructed from the investment options of COMPUTER AID INC. 401K PROFIT SHARING 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


Retirement Plan (401(k)) Info for COMPUTER AID INC. 401K PROFIT SHARING PLAN

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