CRANE COMPANIES RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Total Available Funds: 14
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
High Yield Bond PHYYX Putnam High Yield Trust; Class Y Shares
US EQUITY
LARGE VALUE PEIYX Putnam Equity Income Fund; Class Y Shares
LARGE GROWTH JARTX Janus Investment Fund: Janus Forty Fund; Class S Shares
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
LARGE BLEND ANCFX Fundamental Investors
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE GROWTH FNIAX Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Foreign Large Value TEMFX Templeton Funds

The following is a moderate-risk model portfolio constructed from the investment options of CRANE COMPANIES 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 CRANE COMPANIES RETIREMENT SAVINGS PLAN (CR)

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