Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan
Investment Model Portfolios
Total Available Funds: 49
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| MID-CAP VALUE |
ABSIX |
Alliance Bernstein Small Mid Cap Value Fund |
| LARGE GROWTH |
RGAFX |
American Funds Growth Fund of America |
| LARGE VALUE |
MEIIX |
MFS Value Fund |
| MID-CAP VALUE |
LAVLX |
Lord Abbett Mid Cap Value Fund |
| Small Growth |
MSSGX |
MSIF Small Company Growth Fund |
| Small Growth |
BSCFX |
Baron Small Cap Fund |
| LARGE GROWTH |
LOMMX |
CGM Mutual Fund |
| LARGE GROWTH |
CGMFX |
CGM Focus Fund |
| LARGE GROWTH |
MXXIX |
Marsico 21st Century Fund |
| LARGE BLEND |
SVSPX |
State Street Global Advisors S&P 500 Flagship SL Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
RERFX |
American Funds Europacific Growth Fund |
| PACIFIC/ASIA EX-JAPAN STK |
FHKCX |
Fidelity Hong Kong & China Fund |
| Foreign Large Blend |
VGTSX |
Julius Baer International Equity II Fund |
| Foreign Large Blend |
CWI |
State Street Global Advisors MSCI ACWI Ex US Index SL Series Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
WAPSX |
Western Asset Core Plus Bond Fund |
| Intermediate-Term Bond |
HABDX |
Harbor Bond Fund |
| Multisector Bond |
LSBDX |
Loomis Sayles Bond Fund |
| SHORT GOVERNMENT |
SHY |
Barclays Global Investors, 1-3 Year Government Bond Index Fund |
| Intermediate-Term Bond |
WFBIX |
Barclays Global Investors, Asset-Backed Sec Index Fund |
| Intermediate-Term Bond |
WFBIX |
Barclays Global Investors, Comm Mortgage-Backed Sec Fund |
| Intermediate-Term Bond |
CIU |
Barclays Global Investors, Int Term Credit Bond Index Fund |
| Intermediate Government |
IEI |
Barclays Global Investors, Int Term Government Bond Index Fund |
| LONG GOVERNMENT |
IEF |
Barclays Global Investors, Long Term Government Bond Index Fund |
| Intermediate-Term Bond |
WFBIX |
Barclays Global Investors, Mortgage-Backed Sec Index Fund |
|
| COMMODITIES |
|
|
| COMMODITIES BROAD BASKET |
PCRPX |
Pimco Commodity Real Return Strategy Fund |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
FEMKX |
Fidelity Emerging Markets Fund |
|
| Others |
|
|
| Health |
FBIOX |
Fidelity Select Biotechnology Fund |
| MISCELLANEOUS SECTOR |
FSCHX |
Fidelity Select Chemical Portfolio Fund |
| Industrials |
FSDAX |
Fidelity Select Defense & Aerospace Fund |
| Equity Energy |
FSESX |
Fidelity Select Energy Services Fund |
| Health |
FSMEX |
Fidelity Select Medical Equipment Fund |
| Natural Resources |
FNARX |
Fidelity Select Natural Resources |
| Equity Energy |
VGENX |
Invesco Energy Fund Investor Class |
| Conservative Allocation |
PRPFX |
Permanent Portfolio Fund |
| Natural Resources |
IGRIX |
US Global Resources Fund |
| EQUITY |
ATI |
Allegheny Technologies Incorporated |
| ROOT |
unknow |
Mellon Trust of New England TIF Fund |
| ROOT |
CASH |
Mellon Stable Value Fund |
| Retirement Income |
VTINX |
State Street Global Advisors Target Retirement Income SL Series Fund |
| Target Date 2000-2010 |
VTENX |
State Street Global Advisors Target Retirement Income 2010 SL Series Fund |
| Target Date 2011-2015 |
VTXVX |
State Street Global Advisors Target Retirement Income 2015 SL Series Fund |
| Target Date 2016-2020 |
VTWNX |
State Street Global Advisors Target Retirement Income 2020 SL Series Fund |
| Target Date 2021-2025 |
VTTVX |
State Street Global Advisors Target Retirement Income 2025 SL Series Fund |
| Target Date 2026-2030 |
VTHRX |
State Street Global Advisors Target Retirement Income 2030 SL Series Fund |
| Target Date 2031-2035 |
VTTHX |
State Street Global Advisors Target Retirement Income 2035 SL Series Fund |
| Target Date 2036-2040 |
VFORX |
State Street Global Advisors Target Retirement Income 2040 SL Series Fund |
| Target Date 2041-2045 |
VTIVX |
State Street Global Advisors Target Retirement Income 2045 SL Series Fund |
| Target Date 2050+ |
VFIFX |
State Street Global Advisors Target Retirement Income 2050 SL Series Fund |
| ROOT |
CASH |
Money market substitute |
|
The following is a moderate-risk model portfolio constructed from the investment options of Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account 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
