GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN
Investment Model Portfolios
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Total Available Funds: 27
| Asset Class |
Ticker
| Description |
| Others |
|
|
| ROOT |
CASH |
Putnam Money Market Fund |
| Moderate Allocation |
MNBIX |
Manning & Napier Pro-Blend Extended Fund Mutual Fund, |
| Moderate Allocation |
MNMIX |
Manning & Napier Pro-Blend Moderate Fund |
| Conservative Allocation |
EXDAX |
Manning & Napier Pro-Blend Conservative Fund, |
| Target Date 2026-2030 |
TRRCX |
T. Rowe Price Retirement 2030 Fund, |
| Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement 2020 Fund |
| Target Date 2021-2025 |
TRRHX |
T. Rowe Price Retirement 2025 Fund, |
| Target Date 2036-2040 |
TRRDX |
T. Rowe Price Retirement 2040 Fund, |
| Target Date 2011-2015 |
TRRGX |
T. Rowe Price Retirement 2015 Fund, |
| Target Date 2031-2035 |
TRRJX |
T. Rowe Price Retirement 2035 Fund, |
| Target Date 2000-2010 |
TRRAX |
T. Rowe Price Retirement 2010 Fund, |
| Target Date 2041-2045 |
TRRKX |
T. Rowe Price Retirement 2045 Fund, |
| Target Date 2050+ |
TRRMX |
T. Rowe Price Retirement 2050 Fund, |
| Target Date 2000-2010 |
TRRFX |
T. Rowe Price Retirement 2005 Fund, |
| Retirement Income |
TRRIX |
T. Rowe Price Retirement Income Fund, |
| Target Date 2050+ |
TRRNX |
T. Rowe Price Retirement 2055 Fund |
|
| US EQUITY |
|
|
| LARGE GROWTH |
HACAX |
Harbor Capital International Fund |
| LARGE GROWTH |
VHCAX |
Vanguard Capital Opportunities Admiral Share Fund |
| LARGE GROWTH |
VMRGX |
Vanguard Morgan Growth Fund Mutual Fund, |
| MID-CAP VALUE |
FBSAX |
Franklin Balance Sheet Fund Mutual Fund, |
| LARGE BLEND |
VFINX |
Putnam S&P 500 Index Fund Common/Collective Trust, |
| LARGE BLEND |
CFIMX |
The Clipper Fund |
| MID-CAP VALUE |
LMCYX |
Lord Abbett Mid-Cap Value Fund |
| Small Growth |
MIMFX |
Managers Institutional Micro-Cap Fund, |
| SMALL VALUE |
NOSGX |
Northern Small-Cap Value Fund, |
|
| FIXED INCOME |
|
|
| Multisector Bond |
LSBDX |
Loomis Sayles Bond Fund |
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of GRANITE CONSTRUCTION PROFIT SHARING AND 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 GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN (GVA)
