The Manitowoc Company, Inc.Retirement Savings Plan
Investment Model Portfolios

Total Available Funds: 26
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
Foreign Large Blend AEPGX American EuroPacific Fund
FOREIGN SMALL/MID GROWTH LAICX Columbia Acorn International Fund
US EQUITY
LARGE VALUE FASKX American Beacon Large-Cap Value Fund
LARGE VALUE MADVX Blackrock Equity Dividend Fund
Small Growth BUFSX Buffalo Small-Cap Fund
LARGE BLEND NYVTX Davis NY Venture Fund
Small Growth QISGX Fed MDT Small-Cap Growth Fund
LARGE GROWTH FCNTX Fidelity ContraFund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
Mid-Cap Growth HAMGX Harbor Mid-Cap Growth Fund
LARGE GROWTH JAGIX Janus Growth & Income Fund
SMALL BLEND LRSYX Lord Abbett Small-Cap Fund
Mid-Cap Growth FDEGX Manitowoc Aggressive Growth Fund
Mid-Cap Growth IESYX Riversource Mid-Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
SMALL BLEND SSMVX Wells Fargo Advantage Small-Cap Disciplined Fund
Others
Moderate Allocation CTFDX Columbia Acorn Fund
UNKOWN UNKOWN Loan Fund
EQUITY MTW Manitowoc Company Stock Fund
Conservative Allocation VSCGX Manitowoc Conservative Growth Fund
Moderate Allocation VSMGX Manitowoc Moderate Growth Fund
ROOT CASH Marshall Prime Money Market Fund
Moderate Allocation OAKBX Oakmark Equity Fund
FIXED INCOME
Multisector Bond FSICX Fidelity Managed Income Portfolio II Fund**
Intermediate-Term Bond PTTRX PIMCO Funds Total Return Fund

The following is a moderate-risk model portfolio constructed from the investment options of The Manitowoc Company, Inc.Retirement 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 The Manitowoc Company, Inc.Retirement Savings Plan

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