BURNS and MCDONNELL INC. 401K SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 24
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE BLEND |
PNIEX |
BlackRock Advisors Equity Index H Fund |
| LARGE GROWTH |
RGAEX |
Capital Research and Mgmt CoAmerican Funds Growth Fund of America R4 Fund |
| MID-CAP VALUE |
GSMCX |
Goldman Sachs Asset MgtGoldman Sachs Mid-Cap Value Institutional Fund |
| Mid-Cap Growth |
MPEGX |
Morgan Stanley Inv. Mgmt.Morgan Stanley Institutional Trust MidCap Growth Port I F |
| LARGE VALUE |
VWNAX |
Vanguard GroupVanguard Windsor II Adm Fund |
| SMALL VALUE |
VSOIX |
Victory Capital ManagementVictory Small Company Opportunity I Fund |
| Small Growth |
WAAEX |
WasatchWasatch Small Cap Growth Fund |
|
| Others |
|
|
| Target Date 2016-2020 |
LPSCX |
BlackRock Advisors, LLCBlackRock LifePath Index 2015 K Fund |
| Target Date 2016-2020 |
LPSCX |
BlackRock Advisors, LLCBlackRock LifePath Index 2020 K Fund |
| Target Date 2021-2025 |
LPBKX |
BlackRock Advisors, LLCBlackRock LifePath Index 2025 K Fund |
| Target Date 2026-2030 |
LPSDX |
BlackRock Advisors, LLCBlackRock LifePath Index 2030 K Fund |
| Target Date 2031-2035 |
LPJKX |
BlackRock Advisors, LLCBlackRock LifePath Index 2035 K Fund |
| Target Date 2036-2040 |
LPSFX |
BlackRock Advisors, LLCBlackRock LifePath Index 2040 K Fund |
| Target Date 2041-2045 |
LPHKX |
BlackRock Advisors, LLCBlackRock LifePath Index 2045 K Fund |
| Target Date 2046-2050 |
LPSGX |
BlackRock Advisors, LLCBlackRock LifePath Index 2050 K Fund |
| Retirement Income |
LPSAX |
BlackRock Advisors, LLCBlackRock LifePath Index Retirement K Fund |
| NOT FOUND |
NO TICKER |
Burns & McDonnell Stock |
| ROOT |
CASH |
ESOP Cash Account |
| Conservative Allocation |
VWIAX |
Vanguard GroupVanguard Wellesley Income Admiral Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
WFBIX |
BlackRock Advisors, LLCBlackRock US Debt Index K Fund |
| SHORT GOVERNMENT |
STABLEVALUE |
Galliard Capital ManagementWells Fargo Stable Return N4 Fund |
| High Yield Bond |
NHINX |
Neuberger Berman Mgmt. Inc.Neuberger Berman High Income Bond Investor Fund |
|
| INTERNATIONAL EQUITY |
|
|
| FOREIGN SMALL/MID GROWTH |
PRIDX |
T. Rowe Price Associates, Inc.T. Rowe Price International Discovery Fund |
| Foreign Large Growth |
UMBWX |
UMBScout International Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of BURNS and MCDONNELL INC. 401K SAVINGS PLAN.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
Retirement Plan (401(k)) Info for BURNS and MCDONNELL INC. 401K SAVINGS PLAN
