MARSH & McLENNAN COMPANIES 401(k) SAVINGS & INVESTMENT PLAN
Investment Model Portfolios
Marsh & McLennan Companies, Inc. (MMC), a professional services company, provides advice and solutions in the areas of risk, strategy, and human capital. It operates in two segments: Risk and Insurance Services, and Consulting.
Total Available Funds: 26
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE BLEND |
PIIAX |
Pnc S&P 500 Index Fund Class A |
LARGE VALUE |
PEIYX |
PUTNAM EQUITY INCOME FUND Registered Investment Company |
LARGE GROWTH |
PNOYX |
PUTNAM NEW OPPORTUNITIES FUND Registered Investment Company |
LARGE VALUE |
DODGX |
DODGE & COX STOCK FUND Registered Investment Company |
LARGE GROWTH |
GSPIX |
GOLDMAN SACHS CAPITAL GROWTH FUND Registered Investment Company |
SMALL VALUE |
GSSIX |
GOLDMAN SACHS SMALL CAP FUND Registered Investment Company |
Mid-Cap Growth |
RPMGX |
T. ROWE PRICE MID CAP GROWTH FUND Registered Investment Company |
MID-CAP VALUE |
PMCVX |
PUTNAM MID CAP VALUE FUND Registered Investment Company |
Small Growth |
CSMCX |
CENTURY SMALL CAP SELECT FUND Registered Investment Company |
LARGE GROWTH |
TRBCX |
T. ROWE PRICE BLUE CHIP GROWTH FUND Registered Investment Company |
LARGE GROWTH |
VIDSX |
VICTORY INSTITUTIONAL DIVERSIFIED STOCK FUND Registered Investment Company |
|
Others |
|
|
Convertibles |
PINCX |
PUTNAM BOND INDEX FUND Common/Collective Trust |
ROOT |
STLBX |
BARCLAYS LIFEPATH INDEX 2010 FUND Common/Collective Trust |
EQUITY |
JEM |
BARCLAYS LIFEPATH INDEX 2015 FUND Common/Collective Trust |
Target Date 2016-2020 |
STLCX |
BARCLAYS LIFEPATH INDEX 2020 FUND Common/Collective Trust |
EQUITY |
JEM |
BARCLAYS LIFEPATH INDEX 2025 FUND Common/Collective Trust |
Target Date 2026-2030 |
STLDX |
BARCLAYS LIFEPATH INDEX 2030 FUND Common/Collective Trust |
EQUITY |
JEM |
BARCLAYS LIFEPATH INDEX 2035 FUND Common/Collective Trust |
Target Date 2036-2040 |
STLEX |
BARCLAYS LIFEPATH INDEX 2040 FUND Common/Collective Trust |
Target Date 2041-2045 |
PRVLX |
BARCLAYS LIFEPATH INDEX 2045 FUND Common/Collective Trust |
Target Date 2050+ |
STLFX |
BARCLAYS LIFEPATH INDEX 2050 FUND Common/Collective Trust |
Retirement Income |
STLAX |
BARCLAYS LIFEPATH INDEX RETIREMENT |
Moderate Allocation |
VWELX |
VANGUARD WELLINGTON FUND Registered Investment Company |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
PTTRX |
PIMCO TOTAL RETURN FUND Registered Investment Company |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
CEUFX |
AMERICAN EUROPACIFIC GROWTH FUND Registered Investment Company |
Foreign Large Blend |
GOGIX |
J HANCOCK INTERNATIONAL FUND |
|
The following is a moderate-risk model portfolio constructed from the investment options of MARSH & McLENNAN COMPANIES 401(k) SAVINGS & 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 MARSH & McLENNAN COMPANIES 401(k) SAVINGS & INVESTMENT PLAN (MMC)