REED SMITH LLP DEFERRED PROFIT SHARING PLAN Investment Model Portfolios

Investment options of REED SMITH LLP DEFERRED PROFIT SHARING PLAN

Total Available Funds: 14

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	ADVDX	Alpine Series Trust: Alpine Dynamic Dividend Fund; Institutional Class Shares
LARGE VALUE	PNEAX	Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
LARGE VALUE	NFJEX	Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
SMALL VALUE	ABBVX	American Beacon Funds: American Beacon Small Cap Value II Fund; Investor Class Shares
LARGE GROWTH	MAFGX	BlackRock Capital Appreciation Fund
Small Growth	POPAX	Allianz Funds: AllianzGI Opportunity Fund; Class A Shares
Small Growth	BUFSX	Buffalo Funds: Buffalo Small Cap Fund
LARGE GROWTH	CGMFX	CGM Trust: CGM Focus Fund
Mid-Cap Growth	BPTIX	Baron Select Funds: Baron Partners Fund; Institutional Class Shares

INTERNATIONAL EQUITY
Foreign Large Blend	ARTIX	Artisan Partners Funds
Foreign Large Blend	BJBIX	Artio Global Investment Funds: Artio International Equity Fund; Class A Shares

Others
Convertibles	CCVIX	Calamos Investment Trust: Calamos Convertible Fund; Class A Shares
World Allocation	MALOX	BlackRock Global Allocation Fund

Emerging Market
DIVERSIFIED EMERGING MKTS	MIEGX	BNY Mellon Funds Trust: BNY Mellon Emerging Markets Fund; Investor Shares

Investment model portfolios

We provide two types of investment model portfolios for REED SMITH LLP DEFERRED PROFIT SHARING 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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