LABARGE INC. EMPLOYEE SAVINGS PLAN Investment Model Portfolios

The symbol of the complany is LB.

Investment options of LABARGE INC. EMPLOYEE SAVINGS PLAN

Total Available Funds: 36

Asset Class

Ticker

Description

Others
ROOT	CASH	Fidelity Retirement Money Market Fund
unknown	unknown	Davis New York Venture Fund, Inc - Class A
Moderate Allocation	OAKBX	Oakmark Equity and Income I Fund
Health	FSPHX	Fidelity Select Health Care Fund
Technology	FSPTX	Fidelity Select Technology
Utilities	FSUTX	Fidelity Select Utilities
Financial	FIDSX	Fidelity Select Financial
EQUITY	Fidelity Emerging	Fidelity Emerging Mrkts
Retirement Income	FFFAX	Fidelity Freedom Income Fund
Target Date 2000-2010	FFFBX	Fidelity Freedom 2000 Fund
Target Date 2000-2010	FFFVX	Fidelity Freedom 2005 Fund
Target Date 2000-2010	FFFCX	Fidelity Freedom 2010 Fund
Target Date 2011-2015	FFVFX	Fidelity Freedom 2015 Fund
Target Date 2016-2020	FFFDX	Fidelity Freedom 2020 Fund
Target Date 2021-2025	FFTWX	Fidelity Freedom 2025 Fund
Target Date 2026-2030	FFFEX	Fidelity Freedom 2030 Fund
Target Date 2031-2035	FFTHX	Fidelity Freedom 2035 Fund
Target Date 2036-2040	FFFFX	Fidelity Freedom 2040 Fund
Target Date 2041-2045	FFFGX	Fidelity Freedom 2045 Fund
Target Date 2050+	FFFHX	Fidelity Freedom 2050 Fund
Natural Resources	FNARX	Fidelity Select Natural Resources Fund
Industrials	FCYIX	Fidelity Select Industrials
EQUITY	PEZ	Fidelity Sel Cons Discr
UNKOWN	UNKOWN	Sptn Extnd Mkt Index

FIXED INCOME
Intermediate-Term Bond	PTRAX	PIMCO Tot Return ADM
LONG GOVERNMENT	PLTPX	PIMCO Long-term U.S. Government A Fund

Emerging Market
DIVERSIFIED EMERGING MKTS	ODVYX	Oppenheimer Developing Markets

US EQUITY
SMALL BLEND	RSPFX	RS Partners Fund Class A
MID-CAP VALUE	AFSVX	Alliance/Bernstein Small Mid Cap Value
MID-CAP BLEND	RSVAX	RS Value A
LARGE GROWTH	FCNTX	Fidelity Contrafund Fund
LARGE VALUE	FEQIX	Fidelity Equity-Income Fund
MID-CAP BLEND	FLPSX	Fidelity Low-priced Stock Fund
LARGE VALUE	TEBIX	FKLN Mutual Beacon A
LARGE BLEND	FUSEX	Spartan US Equity Index Fund

INTERNATIONAL EQUITY
Foreign Large Growth	FDIVX	Fidelity Diversified International Fund

Investment model portfolios

We provide two types of investment model portfolios for LABARGE INC. EMPLOYEE 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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