Argon ST Inc. 401(k) Profit Sharing Plan and Trust
Investment Model Portfolios

The symbol of the complany is STST.

Total Available Funds: 37
Asset Class Ticker Description
FIXED INCOME
Multisector Bond FSICX FID STRATEGIC INCOME
Short-Term Bond FSHBX FID SHORT TERM BOND
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Inflation-Protected Bond PRRDX PIMCO COMMODITY REAL RETURN CL D
Short-Term Bond VBISX VANGUARD BOND INDEX SHORT TERM
Emerging Markets Bond FNMIX FIDELITY NEW MARKETS INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
Others
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2000-2010 FFFBX FID FREEDOM 2000
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2050+ FFFHX FID FREEDOM 2050
Moderate Allocation OAKBX OAKMARK EQ & INC I
EQUITY PRECIOUS METALS FGLDX INVESCO GOLD
US EQUITY
SMALL BLEND FSCRX FID SM CAP RTMT
LARGE BLEND FUSVX SPARTAN US EQ INDEX
SMALL VALUE FCPVX FID SMALL CAP VALUE
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
SMALL BLEND RLPHX ROYCE LOW PR STK SER
LARGE VALUE ACGMX VK GROWTH & INCOME A
MID-CAP VALUE LMCPX LD ABBETT MIDCPVAL P
MID-CAP VALUE ACMVX AMERICAN CENTURY MID CAP VALUE INV SHS
Small Growth BRUSX BRIDGEWAY ULTRA SMAL CO TAX ADVANTAGE
SMALL VALUE JSCVX JANUS SMALL CAP VALUE INVST SHS
LARGE VALUE SSHFX SOUND SHORE FD INC
LARGE BLEND FSTMX SPARTAN TOTAL MARKET INDEX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH NBITX NB INTL FUND TRUST
Foreign Large Blend FSIIX SPARTAN INT’L INDEX FUND
Emerging Market
Latin America Stock PRLAX T ROWE PRICE LATIN AMERICA FUND
REAL ESTATE
REAL ESTATE VGSIX VANGUARD REIT INDEX FUND

The following is a moderate-risk model portfolio constructed from the investment options of Argon ST Inc. 401(k) Profit Sharing 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