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WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST
Investment Model Portfolios

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Investment options of WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST

Total Available Funds: 26
Asset Class Ticker Description
Others
Moderate Allocation ACESX
Target Date 2011-2015 BRPBX
Target Date 2016-2020 BRPCX
Target Date 2021-2025 BRPDX
Target Date 2026-2030 BRPEX
Target Date 2031-2035 BRPGX
Target Date 2036-2040 BRPHX
Target Date 2041-2045 BRPJX
Target Date 2050+ BRPKX
Conservative Allocation FISRX
ROOT CASH Ready Assets Prime Money Fund Ticker: MRAXX
Technology SCIRX Seligman Communications & Information R2
World Allocation MRLOX
FIXED INCOME
Intermediate Government BGIRX
Intermediate-Term Bond DPRFX
US EQUITY
Mid-Cap Growth THCRX
MID-CAP VALUE JDPRX
SMALL BLEND ATIRX AIM Trimark Small Companies R
LARGE VALUE ERSTX Eaton Vance Large-Cap Value R
SMALL VALUE FVFRX Franklin Small Cap Value R
LARGE GROWTH JDCRX Janus Forty R
LARGE BLEND NYVRX Davis NY Venture R
Mid-Cap Growth OEGNX Oppenheimer Emerging Growth N
MID-CAP BLEND VSVGX Victory Special Value R
INTERNATIONAL EQUITY
Foreign Large Growth JDIRX Janus Overseas R
WORLD STOCK TEDRX Mutual Global Discovery R

Investment model portfolios

We provide two types of investment model portfolios for WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST 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.

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 Inception
WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate NA 13.32% 6.01% 6.21% 4.47% 10.41% 9.99% 10.00%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.89% 11.31% 16.10% 13.39% 9.48% 7.12% 7.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 12.04% 6.90% 9.85% 7.27% 6.06% 5.64% 5.82%
Data as of 01/29/2021, AR inception is 12/31/2000