Netcentrics Corporation 401(k) Retirement Plan
Investment Model Portfolios

NetApp, Inc. provides enterprise storage and data management software and hardware products and services in the United States and internationally.  The company was formerly known as Network Appliance, Inc. and changed its name to NetApp, Inc. in March 2008. NetApp was founded in 1992 and is headquartered in Sunnyvale, California.

Total Available Funds: 21
Asset Class Ticker Description
FIXED INCOME
Inflation-Protected Bond AIAVX American Century Inf-Adj Bond A
Long-Term Bond LCBPX Legg Mason WA Corporate Bond P
Short-Term Bond SSTLX Legg Mason WA Short-Term Bond C
Multisector Bond NECZX Loomis Sayles Strategic Income C
Inflation-Protected Bond PRRRX PIMCO Real Return Bond R
WORLD BOND TPINX Templeton Global Bond A
Others
World Allocation RIRBX American Funds Cap Inc Builder R2
ROOT CASH American Funds Money Market R2
EQUITY PRECIOUS METALS FKRCX Franklin Gold & Precious Metals A
Natural Resources RSNRX RS Global Natural Resources A
US EQUITY
LARGE GROWTH RGABX American Funds Growth of America R2
LARGE BLEND NYVTX Davis NY Venture A
LARGE BLEND FRDPX Franklin Rising Dividends A
MID-CAP BLEND LMASX Legg Mason Cm Special Inv C
LARGE BLEND LMVTX Legg Mason CM Value C
LARGE BLEND FAEIX Nuveen Equity Index A
SMALL BLEND PENNX Royce Pennsylvania Mutual Consult
SMALL BLEND RYTRX Royce Total Return Consult
Emerging Market
DIVERSIFIED EMERGING MKTS LMEMX Legg Mason BFM Emerging Mkts Tr C
INTERNATIONAL EQUITY
WORLD STOCK TEDIX Mutual Global Discovery A
Foreign Large Value TEMFX Templeton Foreign A

The following is a moderate-risk model portfolio constructed from the investment options of Netcentrics Corporation 401(k) Retirement 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


Retirement Plan (401(k)) Info for Netcentrics Corporation 401(k) Retirement Plan

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