PALL CORPORATION 401K PLAN
Investment Model Portfolios

Pall Corporation (PLL) manufactures and markets filtration, purification, and separation products and integrated systems solutions worldwide.This plan is created based on a user’s input.

Investment options of PALL CORPORATION 401K PLAN

Total Available Funds: 51
Asset Class Ticker Description
Others
ROOT CASH Fidelity Retirement Money Market Portfolio;
Moderate Allocation FPURX Fidelity Puritan Fund;
Moderate Allocation FASMX Fidelity Asset Manager 50%;
Retirement Income FFFAX Fidelity Freedom Income Fund;
Target Date 2016-2020 FFFDX Fidelity Freedom 2000 Fund;
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund;
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund;
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund;
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund;
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund;
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund;
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund;
Target Date 2000-2010 FFKVX FFKVX
Target Date 2000-2010 FFKCX FFKCX
Target Date 2011-2015 FKVFX FKVFX
Target Date 2016-2020 FFKDX FFKDX
Target Date 2021-2025 FKTWX FKTWX
Target Date 2026-2030 FFKEX FFKEX
Target Date 2031-2035 FKTHX FKTHX
Target Date 2036-2040 FFKFX FFKFX
Target Date 2041-2045 FFKGX FFKGX
Target Date 2046-2050 FFKHX FFKHX
Target Date 2051 FDENX FDENX
Retirement Income FFKAX FFKAX
Moderate Allocation FPUKX FPUKX
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond Fund;
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund;
Intermediate-Term Bond PTTRX PTTRX
Intermediate-Term Bond FXSTX FXSTX
US EQUITY
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund – Investor Class;
LARGE VALUE FEQIX Fidelity Equity-Income Fund;
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund;
LARGE GROWTH FMAGX Fidelity Magellan Fund;
Mid-Cap Growth FDEGX Fidelity Aggressive Growth Fund;
Mid-Cap Growth BGRFX Baron Growth Fund;
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund – Institutional Class;
SMALL VALUE GSSSX Goldman Sachs Small Cap Value Fund – Institutional Class;
LARGE BLEND NYVTX Davis NY Venture Fund – Class A; and
LARGE VALUE GSFTX GSFTX
LARGE GROWTH FBGKX FBGKX
LARGE GROWTH FCNKX FCNKX
LARGE BLEND FXSIX FXSIX
Mid-Cap Growth BGRIX BGRIX
MID-CAP VALUE GSMCX GSMCX
MID-CAP BLEND FSEVX FSEVX
Mid-Cap Growth MGOYX MGOYX
SMALL BLEND GSSIX GSSIX
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund;
Foreign Large Value MSIQX Morgan Stanley International Equity Portfolio – Class A
Foreign Large Blend FDIKX FDIKX
Foreign Large Blend FSIVX FSIVX

Investment model portfolios

We provide two types of investment model portfolios for PALL CORPORATION 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PALL CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate NA 23.05% 2.05% 7.23% 5.89% 7.01% 6.05%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Pall Corporation 401K Plan Tactical Asset Allocation Moderate NA 4.60% 5.58% 10.41% 8.94% 10.11% 9.84%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.69% 4.40% 4.69% 6.67% 5.54%
Data as of 10/31/2023, Common starting date is 12/31/2000