ALLEGIS GROUP INC. RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Total Available Funds: 10
Asset Class Ticker Description
US EQUITY
LARGE BLEND GSELX Goldman Sachs Trust: Goldman Sachs Structured US Equity Fund; Institutional Shares
MID-CAP BLEND DSERX Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class I Shares
LARGE BLEND AIVSX Investment Company of America; Class A Shares
LARGE BLEND ITHIX Hartford Mutual Funds
Small Growth ALSRX Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares
LARGE GROWTH AGTHX Growth Fund of America
SMALL BLEND ASQIX American Century Quantitative Equity Funds
LARGE VALUE GSLIX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Institutional Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares

The following is a moderate-risk model portfolio constructed from the investment options of ALLEGIS GROUP INC. RETIREMENT SAVINGS 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