Phillips Van Heusen Associates Investment Plan Investment Model Portfolios

Investment options of Phillips Van Heusen Associates Investment Plan

Total Available Funds: 12

Asset Class

Ticker

Description

Others
ROOT	AAOXX	American Beacon Select Funds: American Beacon US Government Money Market Select Fund
Moderate Allocation	DODBX	Dodge & Cox Balanced
ROOT	FRFXX

FIXED INCOME
Intermediate-Term Bond	MWTRX	Metropolitan West Total Return Bond M

Emerging Market
DIVERSIFIED EMERGING MKTS	LZEMX	Lazard Emerging Markets Equity Instl

US EQUITY
Mid-Cap Growth	NBGEX	Neuberger Berman Genesis Tr
LARGE VALUE	AAGPX	American Beacon Lg Cap Value Inv
LARGE BLEND	STBIX	State Street Equity 500 Index Svc
Small Growth	HSLIX	Hartford Small Cap Growth I
LARGE GROWTH	AGTHX	American Funds Growth Fund of Amer A

INTERNATIONAL EQUITY
Foreign Large Growth	TGVAX	Thornburg International Value A

REAL ESTATE
REAL ESTATE	PHRAX	Virtus Real Estate Securities A

Investment model portfolios

We provide two types of investment model portfolios for Phillips Van Heusen Associates Investment 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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