STILLWATER MINING COMPANY 401K PLAN
Investment Model Portfolios

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Total Available Funds: 15
Asset Class Ticker Description
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Market Fund,
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Market Fund,
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Fund,
US EQUITY
LARGE GROWTH RGAAX American Funds Growth Fund of America,
LARGE BLEND NYVTX Davis Large Cap Value Fund,
Mid-Cap Growth BGRFX Baron Growth Fund,
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Equity II Fund,
MID-CAP BLEND FLVCX Fidelity Advisor Leverage Company Stock Fund,
LARGE BLEND MIGYX Oppenheimer Main Street Fund,
SMALL BLEND PRSVX T. Rowe Price Small Company Value Fund,
LARGE GROWTH RGAAX American Funds Growth Fund of America,
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund,
Foreign Large Blend BIEIX Northern Trust Indexed Equity Fund,
Others
EQUITY SWC Stillwater Mining Company,
ROOT CASH Interest Bearing Cash,

The following is a moderate-risk model portfolio constructed from the investment options of STILLWATER MINING COMPANY 401K 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 STILLWATER MINING COMPANY 401K PLAN

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