NANA REGIONAL CORPORATION INC. COMPENSATION DEFERRAL PLAN
Investment Model Portfolios

Total Available Funds: 10
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares
LARGE VALUE PNEAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund
LARGE BLEND NINDX Columbia Funds Series Trust: Columbia Large Cap Index Fund; Class Z Shares
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
LARGE GROWTH AGTHX Growth Fund of America
INTERNATIONAL EQUITY
Foreign Large Growth NMOAX Columbia Funds Series Trust: Columbia Marsico International Opportunities Fund; Class Z Shares
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares

The following is a moderate-risk model portfolio constructed from the investment options of NANA REGIONAL CORPORATION INC. COMPENSATION DEFERRAL 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 NANA REGIONAL CORPORATION INC. COMPENSATION DEFERRAL PLAN

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