MEDICIS PHARMACEUTICAL CORPORATION 401(k) PLAN
Investment Model Portfolios
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Investment options of MEDICIS PHARMACEUTICAL CORPORATION 401(k) PLAN
Total Available Funds: 71
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE VALUE |
AADEX |
American Beacon Lgcp Val Instl Registered Investment Company |
| LARGE GROWTH |
BLUEX |
Brandywine Blue Fund Registered Investment Company |
| MID-CAP VALUE |
GSMCX |
Goldman Sachs Mid Cap Value Instl Registered Investment Company |
| LARGE BLEND |
RICFX |
Investment Co of Amer R5 Registered Investment Company |
| MID-CAP BLEND |
VIMSX |
Vanguard Mid Capitalization Growth Idx Inv Registered Investment Company |
| LARGE GROWTH |
AMAGX |
Amana Growth Fund Registered Investment Company |
| Mid-Cap Growth |
BWAFX |
Br&ywine Advisors Fund Registered Investment Company |
| Small Growth |
BUFSX |
Buffalo Small Cap Fund Registered Investment Company |
| LARGE GROWTH |
CGMFX |
CGM Focus Fund Registered Investment Company |
| LARGE VALUE |
DFLVX |
DFA US Large Cap Value Portfolio Registered Investment Company |
| LARGE BLEND |
DFLCX |
DFA US Large Company Portfolio Registered Investment Company |
| MID-CAP BLEND |
DFQTX |
DFA US Core Equity 2 Portfolio Registered Investment Company |
| SMALL BLEND |
DFSCX |
DFA US Micro Cap Port Registered Investment Company |
| SMALL VALUE |
DFFVX |
DFA US Targeted Value Portfolio class I Registered Investment Company |
| LARGE BLEND |
BGU |
Direxion Monthly Dollar Bull 2x Fund Registered Investment Company |
| LARGE VALUE |
DODGX |
Dodge Cox Stk FD Registered Investment Company |
| Mid-Cap Growth |
FGRAX |
Franklin Aggressive Registered Investment Company |
| SMALL BLEND |
GACIX |
Gabelli Small Cap Growth FD Registered Investment Company |
| LARGE GROWTH |
HCAIX |
Harbor Capital Appr FD Investor class Registered Investment Company |
| LARGE GROWTH |
HGOYX |
Hartford Growth Opportunities FD Registered Investment Company |
| LARGE GROWTH |
JAVLX |
Janus Twenty Fund Registered Investment Company |
| LARGE GROWTH |
MFOCX |
Marsico Focus Fund Registered Investment Company |
| LARGE BLEND |
NBFAX |
Neuberger Berman Focus Fund Registered Investment Company |
| LARGE BLEND |
OAKMX |
Oakmark Fund Registered Investment Company |
| LARGE GROWTH |
OILLX |
Old Mutual Large Cap Growth Registered Investment Company |
| MID-CAP VALUE |
JMCVX |
Perkins Mid Cap Value Inv Shares Registered Investment Company |
| LARGE BLEND |
SWPPX |
Schwab S P 500 Index Sel Registered Investment Company |
| Small Growth |
WAAEX |
Wasatch Small Cap Growth Fund Registered Investment Company |
|
| REAL ESTATE |
|
|
| Global Real Estate |
CSSPX |
Cohen Steers Institutional Global Realty Registered Investment Company |
| REAL ESTATE |
DFREX |
DFA Real-estate Securities Portfolio Registered Investment Company |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Value |
MGIAX |
MFS Value Fund Class A Registered Investment Company |
| Foreign Large Blend |
TGVIX |
Thornburg International Value I Registered Investment Company |
| Foreign Large Growth |
BIGIX |
William Blair International Growth Fund I Registered Investment Company |
| DIVERSIFIED PACIFIC/ASIA |
PPRDX |
Allianz NACM Pacific Rim Fund Cl D Registered Investment Company |
| Foreign Large Value |
DFIEX |
DFA International Core Equity Portfolio Registered Investment Company |
| Foreign Small/Mid Value |
DISVX |
DFA US Small Cap Value Portfolio Registered Investment Company |
| Foreign Large Blend |
FICDX |
Fidelity Canada Fund Registered Investment Company |
| WORLD STOCK |
JAWWX |
Janus Worldwide Fund Registered Investment Company |
| PACIFIC/ASIA EX-JAPAN STK |
MACSX |
Matthews Asian Growth Income FD Registered Investment Company |
| PACIFIC/ASIA EX-JAPAN STK |
MCHFX |
Matthews Dragon Century China FD class I Registered Investment Company |
| WORLD STOCK |
TEPLX |
Templeton Growth Fund Class A Registered Investment Company |
| WORLD STOCK |
HIGVX |
US Global Inv Global Registered Investment Company |
|
| Others |
|
|
| World Allocation |
PAUIX |
Pacific Investment Management Company All Asset All Authority Inst Registered Investment Company |
| Financial |
FBRSX |
FBR Small Cap Financial FD Registered Investment Company |
| Utilities |
GABUX |
Gabelli Utilities Fund class AAA Registered Investment Company |
| Equity Energy |
ICENX |
ICON Energy FD Registered Investment Company |
| Currency |
MERKX |
Merk Hard Currency Fund Inv Shares Registered Investment Company |
| Currency |
RYWBX |
Rydex Weakening Dollar 2x Strategy H Registered Investment Company |
| Natural Resources |
PRNEX |
T Rowe Price New Era Fund Registered Investment Company |
| Moderate Allocation |
VWELX |
Vanguard Wellington Fund Investor Shares Registered Investment Company |
| Long-Short |
FMLSX |
1st Source Monogram Income Equity FD Registered Investment Company |
| Target Date 2000-2010 |
SWBRX |
Schwab Managed rtmt 2010 C1 II Common Collective Tr Fund |
| Target Date 2016-2020 |
SWCRX |
Schwab Managed rtmt 2020 C1 II Common Collective Tr Fund |
| Target Date 2026-2030 |
SWDRX |
Schwab Managed rtmt 2030 C1 II Common Collective Tr Fund |
| Target Date 2036-2040 |
SWERX |
Schwab Managed rtmt 2040 C1 II Common Collective Tr Fund |
| unknown |
unknown |
Schwab Managed rtmt 2050 C1 II Common Collective Tr Fund |
| known |
unknown |
Schwab Managed rtmt Income II Common Collective Tr Fund |
| ROOT |
CASH |
Money market Stock Liquidity Money Mkt |
| ROOT |
CASH |
Schwab Municipal Money Fund Short-term investments |
| ROOT |
CASH |
Schwab Money Mkt Fund Short-term investments |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTRAX |
Pacific Investment Management Company Total Return Fund Cl A Registered Investment Company |
| WORLD BOND |
BEGBX |
Amcent: Benham International Bond Registered Investment Company |
| SHORT GOVERNMENT |
DFFGX |
DFA Five-year Globalfixed Inc. Port Registered Investment Company |
| Intermediate-Term Bond |
DODIX |
Dodge Cox Income FD Registered Investment Company |
| Bank Loan |
FFRHX |
Fidelity Floating Rate High Income Fund Registered Investment Company |
| Multisector Bond |
LSBRX |
Loomis Sayles Bond Fund class R Registered Investment Company |
| Intermediate-Term Bond |
LSIIX |
Loomis Sayles Investment Grade Bond Fund Registered Investment Company |
| Intermediate Government |
VFITX |
Vanguard F-I SECS I-T US Treasury Registered Investment Company |
| Inflation-Protected Bond |
VIPSX |
Vanguard Inflation Protected SEC FD Registered Investment Company |
| Short-Term Bond |
VFSTX |
Vanguard Short-Term Investment-Grade Fund Registered Investment Company |
| SHORT GOVERNMENT |
STABLEVALUE |
Schwab Stable Value Instl Common Collective Tr Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for MEDICIS PHARMACEUTICAL CORPORATION 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.
