Methode Electronics, Inc.401(k) Savings Plan
Investment Model Portfolios

The symbol of the complany is MEI.

Total Available Funds: 11
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Lincoln Financial Group Lincoln Stable Value Fund
Intermediate-Term Bond DPFFX Delaware Investments Delaware Diversified Income
Others
Moderate Allocation ABALX The American Funds Group American Balanced Fund
US EQUITY
LARGE VALUE AMRMX The American Funds Group American Mutual Fund
LARGE GROWTH RGAFX The American Funds Group Growth Fund of Amer
LARGE GROWTH RNGFX The American Funds Group New Economy Fund
LARGE BLEND NYVTX Davis Funds Davis NY Venture
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index
SMALL VALUE GSSIX GSSIX
Mid-Cap Growth IYMIX Ivy Mid Cap Growth
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX The American Funds Group Europacific Growth Fund

The following is a moderate-risk model portfolio constructed from the investment options of Methode Electronics, Inc.401(k) 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