Triumph Group Inc. 401 K Plan Investment Model Portfolios

Investment options of Triumph Group Inc. 401 K Plan

Total Available Funds: 19

Asset Class

Ticker

Description

FIXED INCOME
High Yield Bond	VWEHX	Vanguard High-Yield Corporate Inv
Intermediate Government	VFIIX	Vanguard GNMA Inv
Intermediate Government	FGMNX	Fidelity GNMA Fund
SHORT GOVERNMENT	FSBIX	Fidelity Spartan S/T Tr Bd Idx Inv
Short-Term Bond	VBISX	Vanguard Short-Term Bond Index Inv

US EQUITY
LARGE VALUE	FEQIX	Fidelity Equity-Income
MID-CAP VALUE	VMVIX	Vanguard Mid-Cap Value Index Inv
LARGE VALUE	VEIPX	Vanguard Equity-Income Inv
LARGE BLEND	VFIAX	Vanguard 500 Index Admiral
Small Growth	VEXPX	Vanguard Explorer Inv
LARGE BLEND	VFINX	Vanguard 500 Index Investor
LARGE GROWTH	VPMCX	Vanguard PRIMECAP Inv
Mid-Cap Growth	VMGRX	Vanguard Mid Cap Growth Inv
LARGE GROWTH	VPCCX	Vanguard PRIMECAP Core Inv

INTERNATIONAL EQUITY
Foreign Large Growth	FIGFX	Fidelity International Growth
Foreign Large Blend	VWIGX	Vanguard International Growth Inv
Foreign Small/Mid Blend	VINEX	Vanguard International Explorer Inv

Others
ROOT	FIDXX	Fidelity Colchester Street Trust: Prime Money Market Portfolio; Class I Shares
ROOT	VMMXX	Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares

Investment model portfolios

We provide two types of investment model portfolios for Triumph Group Inc. 401 K 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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