GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN
Investment Model Portfolios

Genworth Financial, Inc., a financial security company, provides insurance, wealth management, investment, and financial solutions in the United States and internationally. The company operates in three segments: Retirement and Protection, International, and U.S. Mortgage Insurance.

Total Available Funds: 19
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT MISTX The Bank of New York Mellon short-term investments
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Trust Fund
Others
Moderate Allocation RLBFX Capital Research and Management Company American Balanced Fund
ROOT CASH Money market substitute
ROOT CASH BlackRock Money Market Fund
Retirement Income LPRRX BlackRock LifePath Income Fund
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Fund
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Fund
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Fund
Target Date 2050+ STLFX BlackRock LifePath 2050 Fund
Conservative Allocation PRSIX BlackRock Pension Strategy Fund
US EQUITY
LARGE GROWTH RGAFX Capital Research and Management Company Growth Fund of America
SMALL BLEND LRSYX Lord Abbett & Co. LLC Lord Abbett Small Cap Value Fund
LARGE VALUE ACGMX Van Kampen Asset Management Inc. Van Kampen Growth & Income Fund
Small Growth BUFSX Kornitzer Capital Management, Inc. Buffalo Small Cap Fund
LARGE BLEND PNIEX BlackRock Equity Index Fund
US EQUITY NoTicker Genworth Life and Annuity Insurance Company ClearCourseSM Group Variable Annuity
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Capital Advisors Harbor International Fund

The following is a moderate-risk model portfolio constructed from the investment options of GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS 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 GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN (GNW)

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