JANUS 401K PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN
Investment Model Portfolios

Total Available Funds: 38
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Foreign Large Blend JIIEX JANUS INTL EQUITY I
Foreign Large Blend JRMTX Janus Investment Fund: INTECH International Fund; Class T Shares
Foreign Large Growth JIGFX JANUS OVERSEAS I
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
WORLD STOCK JGDIX INTECH GLOBAL DIV I
Foreign Large Blend VTSGX VANG TOT INTL STK S
Emerging Market
DIVERSIFIED EMERGING MKTS JMFIX JANUS EMERG MKTS I
DIVERSIFIED EMERGING MKTS VERSX VAN EM MKT STK IDX S
US EQUITY
LARGE GROWTH JGROX JANUS FUND I
Mid-Cap Growth JDMNX JANUS ENTERPRISE N
LARGE GROWTH JDRTX Janus Investment Fund: INTECH US Growth Fund; Class T Shares
Small Growth JVTIX JANUS VENTURE I
LARGE VALUE JPLNX PERKINS LG CAP VAL N
LARGE GROWTH JRANX JANUS RESEARCH N
Small Growth JVTNX JANUS VENTURE N
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
LARGE VALUE JRSCX Janus Investment Fund: INTECH US Value Fund; Class C Shares
LARGE GROWTH JDGNX JANUS FUND N
Small Growth JSMGX JANUS TRITON I
LARGE VALUE JAPIX PERKINS LG CAP VAL I
MID-CAP VALUE HRSVX Heartland Group
LARGE BLEND VIFSX VANGUARD 500 IDX SIG
LARGE BLEND JRMSX Janus Investment Fund: INTECH US Core Fund; Class T Shares
LARGE GROWTH JRAIX JANUS RESEARCH I
Small Growth JGMNX JANUS TRITON N
Mid-Cap Growth JMGRX JANUS ENTERPRISE I
FIXED INCOME
Intermediate-Term Bond JDFNX JANUS FLEXIBLE BD N 5
High Yield Bond JHYFX JANUS HIGH YIELD I
WORLD BOND JGBIX JANUS GLOBAL BOND I
High Yield Bond JHYNX JANUS HIGH YIELD N 5
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund
Intermediate-Term Bond JFLEX JANUS FLEXIBLE BD I
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Moderate Allocation VBAIX VANG BAL INDEX INST
ROOT JNIEX JANUS INTL EQUITY N
ROOT JDINX JANUS OVERSEAS N
REAL ESTATE
Global Real Estate JERIX JANUS GLOBAL RE I

The following is a moderate-risk model portfolio constructed from the investment options of JANUS 401K PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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


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