Lifetime Brands Inc. 401(k) Savings Plan
Investment Model Portfolios

Lifetime Brands Inc. 401(k) Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Total Available Funds: 24
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Wells Fargo Bank Stable Value Fund M
Intermediate-Term Bond PTRRX Pimco Total Return R
Inflation-Protected Bond BPRIX Blackrock Inflation Protected Bd
US EQUITY
MID-CAP VALUE CMUAX Columbia Mid Cap Value Fund Cl A
LARGE BLEND PEOPX Dreyfus S&p 500 Index Fund
LARGE GROWTH RGACX American The Growth Fund Of America Cl R3
LARGE VALUE MVRRX MFS Value Fund Cl R2
Small Growth NBMVX Neuberger Berman Small Cap Growth Fund Adv Cl
Mid-Cap Growth THCRX Thornburg Core Growth Fund Cl R3
SMALL VALUE VSCAX Van Kampen Equity Tr Small Cap Value Fd Cl A
Others
Target Date 2050+ TRRNX T.Rowe Price Retire 2055 R
Target Date 2000-2010 RRTAX T.Rowe Price Retire 2010 R
Target Date 2041-2045 RRTRX T.Rowe Price Retire 2045-R
Target Date 2031-2035 RRTPX T.Rowe Price Retire 2035-R
Target Date 2021-2025 RRTNX T.Rowe Price Retire 2025-R
Target Date 2016-2020 RRTBX T.Rowe Price Retire 2020-R
Target Date 2050+ RRTFX T.Rowe Price Retire 2050-R
Target Date 2026-2030 RRTCX T.Rowe Price Retire 2030-R
Target Date 2036-2040 RRTDX T.Rowe Price Retire 2040-R
Moderate Allocation OARBX Oakmark Equity & Income Fund II
Target Date 2011-2015 RRTMX T.Rowe Price Retirement 2015-R
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Europacific Growth Fund Cl R4
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund Cl A

The following is a moderate-risk model portfolio constructed from the investment options of Lifetime Brands Inc. 401(k) 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 Lifetime Brands Inc. 401(k) Savings Plan

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