LITTLER MENDELSON 401K PLAN AND TRUST
Investment Model Portfolios

Total Available Funds: 13
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Multisector Bond LSBRX Loomis Sayles Funds I: Natixis Loomis Sayles Bond Fund; Retail Class
Intermediate-Term Bond PMTAX PIMCO Funds: Mortgage-Backed Securities Fund; Administrative Class Shares
Others
ROOT SWVXX Charles Schwab Family of Funds: Schwab Value Advantage Money Fund; Investor Class Shares
Moderate Allocation RLBEX American Balanced Fund; Class R-4 Shares
Moderate Allocation MSFRX MFS Series Trust V: MFS Total Return Fund; Class A Shares
Moderate Allocation RIDEX Income Fund of America; Class R-4 Shares
US EQUITY
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
Mid-Cap Growth BARAX Baron Investment Funds Trust: Baron Asset Fund; Retail Shares
LARGE GROWTH RGAEX Growth Fund of America
MID-CAP VALUE JMVSX JP Morgan Fleming Mutual Fund Group
SMALL VALUE PVADX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Administrative Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares

The following is a moderate-risk model portfolio constructed from the investment options of LITTLER MENDELSON 401K 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


Retirement Plan (401(k)) Info for LITTLER MENDELSON 401K PLAN AND TRUST

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