Polaris Industries Inc. 401 K Ret. Savings Plan Investment Model Portfolios

Investment options of Polaris Industries Inc. 401 K Ret. Savings Plan

Total Available Funds: 16

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	VINIX	Vanguard Institutional Index Instl
Mid-Cap Growth	NBGNX	Neuberger Berman Genesis Inv
Mid-Cap Growth	MACGX	Morgan Stanley Inst Mid Cap Growth P
MID-CAP VALUE	ARTQX	Artisan Mid Cap Value Investor
LARGE BLEND	FFDKX	Fidelity K
LARGE VALUE	PRFDX	T. Rowe Price Equity Income
MID-CAP BLEND	VIMSX	Vanguard Mid Cap Index Inv
Mid-Cap Growth	MPEGX	Morgan Stanley Inst Mid Cap Growth I
LARGE GROWTH	AGTHX	American Funds Growth Fund of Amer A

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Total Return Instl
Intermediate-Term Bond	PTTAX	PIMCO Total Return A

Others
Target Date 2026-2030	FFFEX	Fidelity Freedom 2030
Target Date 2036-2040	FFFFX	Fidelity Freedom 2040
Aggressive Allocation	FFNOX	Fidelity Four-in-One Index
Retirement Income	FFKAX	Fidelity Freedom K Income

INTERNATIONAL EQUITY
Foreign Large Blend	AEPGX	American Funds EuroPacific Gr A

Investment model portfolios

We provide two types of investment model portfolios for Polaris Industries Inc. 401 K Ret. 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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