SYNNEX CORPORATION 401K PLAN
Investment Model Portfolios

SYNNEX Corporation, a business process services company, provides services in distribution, contract assembly, and global business services. The company operates in two segments, Distribution Services and Global Business Services (GBS). SYNNEX Corporation, formerly known as SYNNEX Information Technologies, Inc., was founded in 1980 is headquartered in Fremont, California.

Total Available Funds: 22
Asset Class Ticker Description
Others
ROOT CASH Principal Money market
Moderate Allocation PSBIX Principal Stock Emphasis Balanced
Retirement Income PLSIX Principal LifeTime Strategic Income
Target Date 2000-2010 PTTIX Principal LifeTime 2010
Target Date 2016-2020 PLWIX Principal LifeTime 2020
Target Date 2026-2030 PMTIX Principal LifeTime 2030
Target Date 2036-2040 PTDIX Principal LifeTime 2040
Target Date 2050+ PPLIX Principal LifeTime 2050
FIXED INCOME
Intermediate Government PMRIX Principal Bond & Mortgage
Inflation-Protected Bond PRTNX PIMCO Real Return A
US EQUITY
LARGE GROWTH PEPPX Principal Large Cap Growth
LARGE BLEND PLPIX Principal Large Cap S&P 500 Index
LARGE VALUE PVLIX Principal Large Cap Value
Mid-Cap Growth PGWIX Principal Mid Cap Growth
MID-CAP VALUE PVMIX Principal Mid Cap Value 1
MID-CAP BLEND MPSIX Principal Mid Cap S&P 400 Index
SMALL BLEND PSSIX Principal Small Cap S&P 600
SMALL VALUE ACVIX American Century Small Cap Value
SMALL BLEND FSCTX Fidelity Advisor Small Cap 1
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International
FOREIGN SMALL/MID GROWTH FISMX Principal International Small Cap
WORLD STOCK RNPCX American Funds New Perspective R3

The following is a moderate-risk model portfolio constructed from the investment options of SYNNEX CORPORATION 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