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Methode Electronics, Inc.401(k) Savings Plan
Investment Model Portfolios

The symbol of the complany is MEI.

Investment options of Methode Electronics, Inc.401(k) Savings Plan

Total Available Funds: 11
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Lincoln Financial Group Lincoln Stable Value Fund
Intermediate-Term Bond DPFFX Delaware Investments Delaware Diversified Income
Others
Moderate Allocation ABALX The American Funds Group American Balanced Fund
US EQUITY
LARGE VALUE AMRMX The American Funds Group American Mutual Fund
LARGE GROWTH RGAFX The American Funds Group Growth Fund of Amer
LARGE GROWTH RNGFX The American Funds Group New Economy Fund
LARGE BLEND NYVTX Davis Funds Davis NY Venture
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index
SMALL VALUE GSSIX GSSIX
Mid-Cap Growth IYMIX Ivy Mid Cap Growth
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX The American Funds Group Europacific Growth Fund

Investment model portfolios

We provide two types of investment model portfolios for Methode Electronics, Inc.401(k) Savings Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Methode Electronics, Inc.401(k) Savings Plan Tactical Asset Allocation Moderate NA 32.84% 8.29% 8.83% 6.33% 6.66% 7.34% 6.96%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000