ALL AMERICAN GROUP, INC. RETIREMENT PLAN AND TRUST
Investment Model Portfolios

The symbol of the complany is COHM.PK.

Total Available Funds: 23
Asset Class Ticker Description
Others
Retirement Income TRRIX T. Rowe Price rtmt Income R
Target Date 2000-2010 TRRFX T. Rowe Price 2005 rtmt Income R
Target Date 2000-2010 TRRAX T. Rowe Price 2010 rtmt Income R
Target Date 2011-2015 TRRGX T. Rowe Price 2015 rtmt Income R
Target Date 2016-2020 TRRBX T. Rowe Price 2020 rtmt Income R
Target Date 2021-2025 TRRHX T. Rowe Price 2025 rtmt Income R
Target Date 2026-2030 TRRCX T. Rowe Price 2030 rtmt Income R
Target Date 2031-2035 TRRJX T. Rowe Price 2035 rtmt Income R
Target Date 2036-2040 TRRDX T. Rowe Price 2040 rtmt Income R
Target Date 2041-2045 TRRKX T. Rowe Price 2045 rtmt Income R
Target Date 2050+ TRRMX T. Rowe Price 2050 rtmt Income R
Target Date 2050+ TRRNX T. Rowe Price 2055 rtmt Income R
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Funds Total Return Fund
INTERNATIONAL EQUITY
Foreign Large Blend STITX Ridgeworth International Equity Index I
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
Mid-Cap Growth THGRX Thornburg Core Growth R5
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Fund
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
Small Growth RYVPX Royce Value Plus Service
SMALL VALUE CSMIX Columbia Small Cap Value I Fund A
LARGE GROWTH RGAEX American Funds Growth Fund R4
LARGE BLEND VIFSX Vanguard 500 Index Signal
LARGE VALUE CVFYX Pioneer Cullen Value Y

The following is a moderate-risk model portfolio constructed from the investment options of ALL AMERICAN GROUP, INC. RETIREMENT PLAN AND TRUST.

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