Advanced Analogic Technologies Inc 401K Plan
Investment Model Portfolios

Advanced Analogic Technologies, Incorporated supplies power management semiconductors for consumer, communications, and computing electronic devices.

Total Available Funds: 23
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R3
WORLD STOCK RNPCX American Funds New Perspective R3
WORLD STOCK RSLCX American Funds Small Cap World R3
WORLD STOCK ABGRX Alliance Bernstein Global Value R
WORLD STOCK RWICX American Funds Capital World Growth & Income R3
US EQUITY
LARGE GROWTH RGAFX American Funds Growth Fund of America R3
LARGE BLEND ANCFX American Funds Fundamental Investors R3
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
Others
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals
ROOT CASH American Funds Cash Management
Target Date 2000-2010 REATX American Funds 2010
Target Date 2011-2015 REJTX American Funds 2015
Target Date 2016-2020 RECTX American Funds 2020
Target Date 2021-2025 REDTX American Funds 2025
Target Date 2026-2030 REETX American Funds 2030
Target Date 2031-2035 REFTX American Funds 2035
Target Date 2036-2040 REGTX American Funds 2040
Target Date 2041-2045 REHTX American Funds 2045
Target Date 2050+ REITX American Funds 2050
REAL ESTATE
Global Real Estate RGREX AIM Global Real Estate R
FIXED INCOME
WORLD BOND RCWEX American Funds Capital Income Builder R3
Multisector Bond AGDRX Alliance Bernstein High Income R
High Yield Bond RITCX American Funds High Income Trust R3

The following is a moderate-risk model portfolio constructed from the investment options of Advanced Analogic Technologies Inc 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