METTLER-TOLEDO INC. ENHANCED RETIREMENT SAVINGS PLAN
Investment Model Portfolios
Investment options of METTLER-TOLEDO INC. ENHANCED RETIREMENT SAVINGS PLAN
Total Available Funds: 47
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE BLEND |
VFINX |
Vanguard 500 Index Fund |
| LARGE GROWTH |
VHCAX |
Vanguard Capital Opportunity Fund |
| LARGE BLEND |
FDGFX |
Vanguard Dividend Growth Fund |
| LARGE VALUE |
VEIPX |
Vanguard Equity Income Fund |
| Small Growth |
VEXPX |
Vanguard Explorer Fund |
| MID-CAP BLEND |
VEXMX |
Vanguard Extended Mkt Index Fund |
| LARGE BLEND |
VQNPX |
Vanguard Growth Income Fund |
| LARGE GROWTH |
VIGAX |
Vanguard Growth Index Fund |
| LARGE BLEND |
VASGX |
Vanguard LifeStrategy Growth Fund |
| MID-CAP BLEND |
VIMSX |
Vanguard Mid-Cap Index Fund |
| LARGE GROWTH |
VMRGX |
Vanguard Morgan Growth Fund |
| LARGE GROWTH |
VPMCX |
Vanguard PRIMECAP Fund |
| MID-CAP VALUE |
VASVX |
Vanguard Selected Value Fund |
| SMALL BLEND |
NAESX |
Vanguard Small-Cap Index Fund |
| MID-CAP BLEND |
VSEQX |
Vanguard Strategic Equity Fund |
| LARGE BLEND |
VITPX |
Vanguard Total Stock Mkt Index Fund |
| LARGE GROWTH |
VWUSX |
Vanguard U.S. Growth Fund |
| LARGE VALUE |
VIVAX |
Vanguard Value Index Fund |
| LARGE VALUE |
VWNFX |
Vanguard Windsor II Fund |
|
| Others |
|
|
| Moderate Allocation |
VAAPX |
Vanguard Asset Allocation Fund |
| Moderate Allocation |
VBINX |
Vanguard Balanced Index Fund |
| Convertibles |
VCVSX |
Vanguard Convertible Securities Fund |
| Equity Energy |
VGENX |
Vanguard Energy Fund |
| Health |
VGHCX |
Vanguard Health Care Fund |
| Conservative Allocation |
VSCGX |
Vanguard LifeStrategy Conservative Growth Fund |
| Conservative Allocation |
VASIX |
Vanguard LifeStrategy Income Fund |
| Moderate Allocation |
VSMGX |
Vanguard LifeStrategy Moderate Growth Fund |
| ROOT |
CASH |
Vanguard Prime Money Mkt Fund |
| unknown |
unknown |
Vanguard rtmt Savings Tr |
| Moderate Allocation |
VGSTX |
Vanguard STAR Fund |
| Conservative Allocation |
VWINX |
Vanguard Wellesley Income Fund |
| Moderate Allocation |
VWELX |
Vanguard Wellington Fund |
| EQUITY |
MTD |
Mettler - Toledo Stocks |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
VEIEX |
Vanguard Emerging Mkts Stock Index Fund |
|
| INTERNATIONAL EQUITY |
|
|
| EUROPE STOCK |
VEURX |
Vanguard European Stock Index Fund |
| WORLD STOCK |
VHGEX |
Vanguard Global Equity Fund |
| Foreign Large Blend |
VWIGX |
Vanguard International Growth Fund |
| Foreign Large Value |
VTRIX |
Vanguard International Value Fund |
| DIVERSIFIED PACIFIC/ASIA |
VPACX |
Vanguard Pacific Stock Index Fund |
| Foreign Large Blend |
VGTSX |
Vanguard Total International Stock Index Fund |
|
| FIXED INCOME |
|
|
| Intermediate Government |
VFIIX |
Vanguard GNMA Fund |
| High Yield Bond |
VWEHX |
Vanguard High-Yield Corporate Fund |
| Intermediate-Term Bond |
VFICX |
Vanguard interm Term Investment Grade |
| Long-Term Bond |
VWESX |
Vanguard Long Term Investment Grade |
| SHORT GOVERNMENT |
VSGBX |
Vanguard Short Term Federal Fund |
| Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Mkt Index Fund |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
VGSIX |
Vanguard REIT Index Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for METTLER-TOLEDO INC. ENHANCED RETIREMENT 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.
