Terex Corporation and Affiliates' 401(k) Retirement Savings Plan
Investment Model Portfolios
Total Available Funds: 28
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
Mid-Cap Growth |
BGRFX |
Baron Growth Fund Registered Investment Company |
LARGE VALUE |
MEIIX |
MFS Value Fund Registered Investment Company (1) |
LARGE GROWTH |
CGRIX |
Calamos Growth Registered Investment Company (1) |
MID-CAP VALUE |
JMIVX |
Perkins Mid Cap Value Fund Registered Investment Company (1) |
SMALL BLEND |
LRSFX |
lord Abbett Small Cap Value Registered Investment Company (1) |
LARGE BLEND |
FUSVX |
Fidelity Spartan US Equity Index Fund Registered Investment Company (1) |
LARGE GROWTH |
FMAGX |
Fidelity Magellan Fund Registered Investment Company (1) |
LARGE GROWTH |
FCNTX |
Fidelity Contrafund Registered Investment Company (1) |
LARGE VALUE |
FEQIX |
Fidelity Equity-Income Fund Registered Investment Company (1) |
LARGE GROWTH |
FDGRX |
Fidelity Growth Company Fund Registered Investment Company (1) |
MID-CAP BLEND |
FLPSX |
Fidelity Low Price Stock Fund Registered Investment Company (1) |
LARGE BLEND |
FDGFX |
Fidelity Dividend Growth Fund Registered Investment Company (1) |
|
Others |
|
|
unknown |
unknown |
Trp Div Growth Registered Investment Company |
Moderate Allocation |
FBALX |
Fidelity Balanced Fund Registered Investment Company (1) |
Retirement Income |
FFFAX |
Fidelity Freedom Income Fund Registered Investment Company (1) |
Target Date 2000-2010 |
FFFBX |
Fidelity Freedom 2000 Fund Registered Investment Company (1) |
Target Date 2000-2010 |
FFFCX |
Fidelity Freedom 2010 Fund Registered Investment Company (1) |
Target Date 2016-2020 |
FFFDX |
Fidelity Freedom 2020 Fund Registered Investment Company (1) |
Target Date 2026-2030 |
FFFEX |
Fidelity Freedom 2030 Fund Registered Investment Company (1) |
Target Date 2036-2040 |
FFFFX |
Fidelity Freedom 2040 Fund Registered Investment Company (1) |
Target Date 2050+ |
FFFHX |
Fidelity Freedom 2050 Fund Registered Investment Company (1) |
ROOT |
CASH |
Fidelity rtmt Money Mkt Portfolio Fund Registered Investment Company (1) |
unknown |
unknown |
Fidelity Managed Income Portfolio Class I Common Collective Tr (1) |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
JIEIX |
Artio Int l Equity Registered Investment Company |
Foreign Large Growth |
FDIVX |
Fidelity Diversified International Fund Registered Investment Company (1) |
|
FIXED INCOME |
|
|
Inflation-Protected Bond |
PRRIX |
Pacific Investment Management Company Real Return Bond Registered Investment Company (1) |
High Yield Bond |
GSHAX |
GS High Yield Registered Investment Company (1) |
Intermediate-Term Bond |
FTHRX |
Fidelity interm Bond Fund Registered Investment Company (1) |
|
The following is a moderate-risk model portfolio constructed from the investment options of Terex Corporation and Affiliates' 401(k) 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 Terex Corporation and Affiliates' 401(k) Retirement Savings Plan (TEX)