Page 178 - NovDefComp

5-4-3-2-1-0 Efficient Menu Design Approach

Asset Allocation Portfolios Value Blend Growth
Target Date Fund
Conservative Low Risk

Series Large Active Passive Active Large

Moderate
A minimum of 5 funds Active U.S.
Conservative
(vintages), per risk

appropriate glidepath Mid Active Passive Active Mid
Moderate Equity

5 4
Moderate
Aggressive

Aggressive Small Active Passive Active Small
funds
High Risk

Passive/
Value Blend Growth

Large Active Passive Active Large
Index Funds

Mid Active Passive Active Mid
3

Small Active Passive Active Small

For plan sponsor use only. Not for further distribution. 67