MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN
Investment Model Portfolios
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Total Available Funds: 25
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| Inflation-Protected Bond |
ACITX |
AM Century Inflation Adjusted Bond Fund IV Registered Investment Company |
| SHORT GOVERNMENT |
STABLEVALUE |
Morley Stable Value Common Collective Fund |
| Intermediate-Term Bond |
PTTRX |
Pacific Investment Management Company Total Return Fund Administrative Class Shares Registered Investment Company |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Growth |
ARTIX |
Artisan International Investor Shares Registered Investment Company |
| Foreign Large Blend |
HIINX |
Harbor International Fund Investor Class Shares Registered Investment Company |
| Foreign Large Value |
OAKIX |
Oakmark International Fund Class 1 Shares Registered Investment Company |
| WORLD STOCK |
WAGOX |
Wasatch Global Opportunities Retail Registered Investment Company |
| Foreign Large Growth |
WBIGX |
William Blair International Growth Fund Class N Shares Registered Investment Company |
|
| US EQUITY |
|
|
| Mid-Cap Growth |
BARAX |
Baron Asset Fund Registered Investment Company |
| LARGE GROWTH |
NFEPX |
Columbia Marsico Focused Equity Fund Class Z Shares Registered Investment Company |
| LARGE GROWTH |
EGFIX |
Edgewood Growth Fund Registered Investment Company |
| LARGE BLEND |
FUSEX |
Fidelity Spartan US Equity Index Investor Class Shares Registered Investment Company |
| MID-CAP VALUE |
HMVAX |
Hartford Mid Cap Class A Shares Registered Investment Company |
| LARGE VALUE |
ICSLX |
MainStay ICAP Select Equity Class 1 Shares Registered Investment Company |
| LARGE BLEND |
OAKMX |
Oakmark Fund Class l Shares Registered Investment Company |
| LARGE GROWTH |
MFOCX |
Marsico Focus Registered Investment Company |
| MID-CAP BLEND |
RSVAX |
RS Value Fund Class A Shares Registered Investment Company |
| Small Growth |
WAAEX |
Wasatch Small Cap Growth Fund Registered Investment Company |
| SMALL BLEND |
WMCVX |
Wasatch Small Cap Value Fund Registered Investment Company |
| MID-CAP BLEND |
CBMAX |
Wells Fargo C B Mid Cap Value Class D Shares Registered Investment Company |
|
| Others |
|
|
| ROOT |
CASH |
Fidelity Spartan Money Mkt Fund Registered Investment Company |
| ROOT |
CASH |
Fidelity FMMT rtmt Money Mkt Registered Investment Company |
| Natural Resources |
RSNYX |
RS Global Natural Resources Registered Investment Company |
| Technology |
RSIFX |
RS Technology Fund Class A Shares Registered Investment Company |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
IEMFX |
T Rowe Price International Funds Inc. Emerging Mkts Stock Fund Registered Investment Company |
|
The following is a moderate-risk model portfolio constructed from the investment options of MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING 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 MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN (MMSI)
