TIFFANY and CO. EMPLOYEE P/S AND RETIREMENT SAVINGS PLAN Investment Model Portfolios

Investment options of TIFFANY and CO. EMPLOYEE P/S AND RETIREMENT SAVINGS PLAN

Total Available Funds: 19

Asset Class

Ticker

Description

Others
Retirement Income	SUCAX	DWS Target Date Series: DWS LifeCompass Retirement Fund; Class A Shares
Target Date 2036-2040	TGTSX	DWS Target Date Series: DWS LifeCompass 2040 Fund; Class S Shares
Target Date 2011-2015	SPBAX	DWS Target Date Series: DWS LifeCompass 2015 Fund; Class S Shares
Target Date 2026-2030	PPLSX	DWS Target Date Series: DWS LifeCompass 2030 Fund; Class S Shares
Target Date 2016-2020	SPGRX	DWS Target Date Series: DWS LifeCompass 2020 Fund; Class S Shares
Target Date 2026-2030	PLUSX	DWS Target Date Series: DWS LifeCompass 2030 Fund; Class A Shares
Target Date 2036-2040	TGTAX	DWS Target Date Series: DWS LifeCompass 2040 Fund; Class A Shares
Retirement Income	SCPCX	DWS Target Date Series: DWS LifeCompass Retirement Fund; Class S Shares

INTERNATIONAL EQUITY
WORLD STOCK	SGQAX	DWS Global/International Fund
WORLD STOCK	SCOBX	DWS Global/International Fund

US EQUITY
SMALL VALUE	KDSAX	DWS Value Series
LARGE BLEND	SRVEX	Victory Portfolios: Diversified Stock Fund; Class A Shares
LARGE VALUE	KDCAX	DWS Value Series
Small Growth	BSFIX	Baron Investment Funds Trust: Baron Small Cap Fund; Institutional Class Shares
MID-CAP BLEND	FMDCX	Federated Index Trust: Federated Mid-Cap Index Fund; Service Shares
Small Growth	BSCFX	Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
LARGE GROWTH	AGTHX	Growth Fund of America

FIXED INCOME
Intermediate-Term Bond	PTRAX	PIMCO Funds: Total Return Fund; Administrative Class Shares
Intermediate-Term Bond	PTTAX	PIMCO Funds: Total Return Fund; Class A Shares

Investment model portfolios

We provide two types of investment model portfolios for TIFFANY and CO. EMPLOYEE P/S AND RETIREMENT SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

Click here for more plan details and features ►