JOHN BEAN TECHNOLOGIES CORPORATION SAVINGS AND INVESTMENT PLAN
Investment Model Portfolios

Total Available Funds: 22
Asset Class Ticker Description
Others
ROOT unknow Fidelity Managed Income Portfolio II - Class 2 Fund
ROOT CASH Fidelity Retirement Government Money Market Portfolio
ROOT CASH Fidelity Institutional Money Market Portfolio
Moderate Allocation FPURX Fidelity Puritan Fund
Retirement Income FFFAX Fidelity  Freedom Income Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
US EQUITY
LARGE BLEND SEQUX Sequoia Fund Stock Long-term Growth Fund
Mid-Cap Growth DGRDX MSIFT Mid Cap Growth Portfolio – Administrative Class
SMALL BLEND RLPHX Royce Low Priced Stock Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE VALUE PZFVX John Hancock Classic Value Fund
LARGE BLEND FUSEX Spartan U.S. Equity Index Pool Fund
INTERNATIONAL EQUITY
WORLD STOCK MQIFX Mutual Qualified Fund (Z) Stock Long-term Growth Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Fund – Administrative Class
High Yield Bond FAGIX Fidelity Capital & Income Fund

The following is a moderate-risk model portfolio constructed from the investment options of JOHN BEAN TECHNOLOGIES CORPORATION SAVINGS AND INVESTMENT 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 JOHN BEAN TECHNOLOGIES CORPORATION SAVINGS AND INVESTMENT PLAN (JBT)

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