Omega Flex, Inc. 401(k) Profit Sharing Plan
Investment Model Portfolios

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Total Available Funds: 19
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond IPCBX Prudential Core Plus Bond/Pacific Investment Management Company Fund
High Yield Bond PHYZX Prudential Hi Yield Bond/Caywood-Scholl Fund
US EQUITY
SMALL VALUE PZVAX Prudential Small Cap Value/Kennedy Capital Fund
Small Growth MBRSX Prudential Small Cap Growth/Essex Fund
Mid-Cap Growth TMDIX Prudential Mid Cap Growth/Time Square Fund
MID-CAP BLEND CRMMX Prudential Mid Cap Value/CRM Fund
LARGE GROWTH VFGRX Prudential Large Cap Blend/Victory Fund
LARGE GROWTH GCGIX Goldman Sachs Structured Large Cap Growth A Fund
Others
unknown unknown Prudential Large Cap Value/AJO Fund
ROOT unknow Prudential rtmt Goal 2030 Fund
ROOT unknow Prudential rtmt Goal 2020 Fund
ROOT unknow Prudential rtmt Goal 2050 Fund
ROOT unknow Prudential rtmt Goal 2040 Fund
ROOT unknow Prudential rtmt Goal 2010 Fund
ROOT unknow Prudential rtmt Goal Income Fund
Target Date 2016-2020 HWKAX Prudential Sun America Water 2020 Fund
Target Date 2011-2015 HWFAX Prudential Sun America Water 2015 Fund
ROOT CASH Prudential Guaranteed Income Fund
INTERNATIONAL EQUITY
Foreign Large Value MUIYX Prudential International Blend/Munder Capital Fund

The following is a moderate-risk model portfolio constructed from the investment options of Omega Flex, Inc. 401(k) Profit Sharing 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 Omega Flex, Inc. 401(k) Profit Sharing Plan

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