BROWN BROWN, INC. EMPLOYEES SAVINGS PLAN Investment Model Portfolios

Investment options of BROWN BROWN, INC. EMPLOYEES SAVINGS PLAN

Total Available Funds: 28

Asset Class

Ticker

Description

FIXED INCOME
Multisector Bond	ACG	AllianceBernstein International Value Fund
Intermediate-Term Bond	DBIRX	Dreyfus Bond Mkt Index Fund
Inflation-Protected Bond	PRRIX	Pimco Real Return Bond Administration Fund
Intermediate-Term Bond	PTTRX	Pimco Total Return Bond Administration Fund
ULTRASHORT BOND	NVSIX	Wells Fargo Stable Return Fund

US EQUITY
SMALL BLEND	NMSCX	Columbia Small Cap Index Fund
SMALL VALUE	CSCZX	Columbia Small Cap Value Fund
MID-CAP BLEND	NMPAX	Columbia Mid Cap Index Fund
LARGE BLEND	NINDX	Columbia Large Cap Index Fund
MID-CAP BLEND	CRMMX	CRM Mid Cap Value Investor Fund
LARGE GROWTH	HACAX	Harbor Capital app Fund
Mid-Cap Growth	MACGX	Morgan Stanley Mid Cap Growth Fund
Small Growth	PSIGX	Perimeter Small Cap Growth Fund
LARGE VALUE	ACGMX	Van Kempen Growth Income Fund

INTERNATIONAL EQUITY
Foreign Large Blend	DIISX	Dreyfus International Stock Index Fund
Foreign Large Blend	RERFX	Europacific Growth Fund

Others
Retirement Income	RZLTX	Russell rtmt Fund
Target Date 2000-2010	RJLAX	Russell 2010 Strategy Fund
Target Date 2011-2015	RKLRX	Russell 2015 Strategy Fund
Target Date 2016-2020	RLLAX	Russell 2020 Strategy Fund
Target Date 2021-2025	RPLRX	Russell 2025 Strategy Fund
Target Date 2026-2030	RRLAX	Russell 2030 Strategy Fund
Target Date 2031-2035	RVLRX	Russell 2035 Strategy Fund
Target Date 2036-2040	RXLRX	Russell 2040 Strategy Fund
Target Date 2041-2045	RWLRX	Russell 2045 Strategy Fund
Target Date 2050+	RYLRX	Russell 2050 Strategy Fund
ROOT	CASH	Charles Schwab Money Mkt Fund
ROOT	CASH	Non-interest bearing cash

Investment model portfolios

We provide two types of investment model portfolios for BROWN BROWN, INC. EMPLOYEES SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

Retirement Plan (401(k)) Info for BROWN BROWN, INC. EMPLOYEES SAVINGS PLAN

BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN

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