CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN Investment Model Portfolios

Investment options of CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN

Total Available Funds: 10

Asset Class

Ticker

Description

FIXED INCOME
Intermediate-Term Bond	WOBDX	JPMorgan Trust II: JPMorgan Core Bond Fund; Select Class Shares

Others
Target Date 2031-2035	WFQRX	Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2035 Fund; Institutional Class Shares
Target Date 2011-2015	WFSCX	Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2015 Fund; Institutional Class Shares
Target Date 2021-2025	WFTYX	Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2025 Fund; Institutional Class Shares
Target Date 2041-2045	WFQPX	Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2045 Fund; Institutional Class Shares
Target Date 2046-2050	WFQFX	Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2050 Fund; Institutional Class Shares

US EQUITY
LARGE VALUE	ACGIX	AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Growth & Income Fund; Class A Shares
Mid-Cap Growth	ACRNX	Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
LARGE GROWTH	AGTHX	Growth Fund of America

INTERNATIONAL EQUITY
Foreign Large Growth	TIVRX	Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares

Investment model portfolios

We provide two types of investment model portfolios for CARLISLE CORPORATION EMPLOYEE INCENTIVE 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

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