JOHN BEAN TECHNOLOGIES CORPORATION SAVINGS AND INVESTMENT PLAN Investment Model Portfolios

Investment options of JOHN BEAN TECHNOLOGIES CORPORATION SAVINGS AND INVESTMENT PLAN

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

Investment model portfolios

We provide two types of investment model portfolios for JOHN BEAN TECHNOLOGIES CORPORATION SAVINGS AND INVESTMENT 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 JOHN BEAN TECHNOLOGIES CORPORATION SAVINGS AND INVESTMENT PLAN

JOHN BEAN TECHNOLOGIES CORPORATION SAVINGS AND INVESTMENT PLAN

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