THE GORMAN-RUPP COMPANY 401(k) PLAN
Investment Model Portfolios
Total Available Funds: 36
| Asset Class |
Ticker
| Description |
| Others |
|
|
| unknown |
unknown |
NYL Insurance Achor Account 1 |
| ROOT |
CASH |
Mainstay Money Mkt Fund A |
| Retirement Income |
STLAX |
BlackRock LifePath Retire Fund I |
| Target Date 2016-2020 |
STLCX |
BlackRock LifePath 2020 Fund I |
| Target Date 2026-2030 |
STLDX |
BlackRock LifePath 2030 Fund I |
| Target Date 2036-2040 |
STLEX |
BlackRock LifePath 2040 Fund I |
| Moderate Allocation |
PRWCX |
T Rowe Price Capital app Fund |
| EQUITY PRECIOUS METALS |
IGDYX |
Aim Gold Prec Metals Inv |
| World Allocation |
RIREX |
American Cap Income Builder R4 |
| Natural Resources |
PRNEX |
T Rowe Price New Era Fund |
|
| FIXED INCOME |
|
|
| WORLD BOND |
RCWCX |
American Cap World Bond R3 |
| Inflation-Protected Bond |
FIPAX |
Fid Advisor Infat Prot Bond A |
| High Yield Bond |
MHCAX |
MainStay High Yield Corp Bond A |
| Intermediate-Term Bond |
PTTAX |
Pacific Investment Management Company Total Return Fund (A) |
| WORLD BOND |
TGBAX |
Templeton Global Bond Fund Adv |
| Multisector Bond |
FRSTX |
Franklin Income Fund A |
|
| US EQUITY |
|
|
| LARGE VALUE |
RWMCX |
American Wash Mutual Inv Fund R3 |
| LARGE VALUE |
LAFFX |
Lord Abbet Affiliated Fund A |
| LARGE VALUE |
IFMIX |
Franklin Mutual Shares Class A |
| SMALL BLEND |
LSMAX |
Columbia Small Cap Val Fund A |
| LARGE BLEND |
NYVTX |
Davis NY Venture Fund (A) |
| MID-CAP BLEND |
FLSAX |
Fid Advisor Leveraged Co Stk A |
| LARGE GROWTH |
FNIAX |
Fid Advisor New Insights A |
| SMALL BLEND |
FSCIX |
Fid Advisor Small Cap Fund A |
| MID-CAP BLEND |
FSOAX |
Fid Advisor Value Strategies A |
| MID-CAP VALUE |
LAVLX |
Lord Abbett Mid Cap Value A |
| Small Growth |
LSBAX |
Lord Abbett Small Cap Blend A |
| LARGE VALUE |
CGRWX |
Oppenheimer Value Fund A |
| SMALL BLEND |
RYVFX |
Royce Value Fund (Serv) |
| SMALL BLEND |
RSPYX |
RS Partners Fund |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
FHEAX |
Fid Advisor Real Estate Fund A |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
RERCX |
American EuroPacific Growth R3 |
| Foreign Large Blend |
FDVAX |
Fid Advisor Diversified Intl A |
| FOREIGN SMALL/MID GROWTH |
FOPAX |
Fid Advisor Intl Sm Cap Opp A |
| WORLD STOCK |
OPGIX |
Oppenheimer Global Fund (A) |
| Foreign Large Value |
TFEQX |
Templeton Foreign Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of THE GORMAN-RUPP COMPANY 401(k) 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 THE GORMAN-RUPP COMPANY 401(k) PLAN
