MILLERCOORS LLC FORMERLY MBCO CONSOLIDATED RETIREMENT AND THRIFT SAVINGS PLAN Investment Model Portfolios

Investment options of MILLERCOORS LLC FORMERLY MBCO CONSOLIDATED RETIREMENT AND THRIFT SAVINGS PLAN

Total Available Funds: 13

Asset Class

Ticker

Description

INTERNATIONAL EQUITY
Foreign Large Blend	FDIVX	Fidelity Investment Trust: Fidelity Diversified International Fund

Others
Target Date 2016-2020	FFFDX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2000-2010	FFFVX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2000-2010	FFFBX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
Target Date 2000-2010	FFFCX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Retirement Income	FFFAX	Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Moderate Allocation	DODBX	Dodge & Cox Funds: Dodge & Cox Balanced Fund

US EQUITY
LARGE BLEND	FUSEX	Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
SMALL BLEND	PENNX	Royce Fund: Royce Pennsylvania Mutual Fund; Investment Class Shares
LARGE GROWTH	CHCGX	Gardner Lewis Investment Trust: Chesapeake Core Growth Fund
MID-CAP BLEND	FLPSX	Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE VALUE	DODGX	Dodge & Cox Funds: Dodge & Cox Stock Fund

FIXED INCOME
Intermediate-Term Bond	FBIDX	Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares

Investment model portfolios

We provide two types of investment model portfolios for MILLERCOORS LLC FORMERLY MBCO CONSOLIDATED RETIREMENT AND THRIFT 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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