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Investment options of MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN
Total Available Funds: 36
| Investment Description |
|---|
| FIDELITY CASH RESERVES INTEREST-BEARING CASH FUND |
| FIDELITY MONEY MARKET INTEREST-BEARING CASH FUND |
| FIDELITY GOVERNMENT MONEY MARKET INTEREST-BEARING CASH FUND |
| ARTISAN MID CAP FUND REGISTERED INVESTMENT COMPANY |
| COHEN & STEERS REALTY SHARES REGISTERED INVESTMENT COMPANY |
| FIDELITY SPARTAN 500 INDEX REGISTERED INVESTMENT COMPANY |
| FIDELITY INFLATION PROTECTED BOND INDEX REGISTERED INVESTMENT COMPANY |
| FIDELITY TOTAL MARKET INDEX REGISTERED INVESTMENT COMPANY |
| GRANDEUR PEAK INTERNATIONAL OPPORTUNITIES REGISTERED INVESTMENT COMPANY |
| JANUS TRITON N REGISTERED INVESTMENT COMPANY |
| JP MORGAN MID CAP VALUE FUND; CLASS A REGISTERED INVESTMENT COMPANY |
| MATTHEWS EMERGING MARKET SMALL COMPANIES REGISTERED INVESTMENT COMPANY |
| METROPOLITAN WEST TOTAL RETURN BOND REGISTERED INVESTMENT COMPANY |
| OAKMARK FUND; CLASS N REGISTERED INVESTMENT COMPANY |
| OAKMARK INTERNATIONAL FUND; CLASS N REGISTERED INVESTMENT COMPANY |
| VANGUARD DEVELOPED MARKETS INDEX REGISTERED INVESTMENT COMPANY |
| VANGUARD EMERGING MARKETS INDEX ADMIRAL REGISTERED INVESTMENT COMPANY |
| VANGUARD MID CAP INDEX ADMIRAL REGISTERED INVESTMENT COMPANY |
| VANGUARD SMALL CAP INDEX ADMIRAL REGISTERED INVESTMENT COMPANY |
| WASATCH SMALL CAP VALUE FUND REGISTERED INVESTMENT COMPANY |
| WILLIAM BLAIR INTERNATIONAL GROWTH FUND, CLASS N REGISTERED INVESTMENT COMPANY |
| MORLEY STABLE VALUE FUND STABLE VALUE FUND |
| T ROWE PRICE BLUE CHIP GROWTH T2 COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2005 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2010 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2015 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2020 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2025 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2030 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2035 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2040 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2045 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2050 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2055 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2060 FUND B COMMON-COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIREMENT 2065 FUND B COMMON-COLLECTIVE TRUST FUND |
Investment model portfolios
We provide two types of investment model portfolios for MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING 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.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 22.66% | -0.34% | 4.26% | 4.11% | 4.74% | 7.24% | 7.91% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 37.82% | 8.86% | 15.20% | 12.89% | 14.04% | 10.46% | 8.70% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | 22.89% | 2.25% | 6.63% | 6.01% | 7.19% | 6.10% | 5.79% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | MERIT MEDICAL... Moderate | -0.64 | 22.66 | -0.34 | 4.26 | 4.11 | 4.74 | 7.24 | 7.91 | NA | 1.57 | 16.40 | -19.81 | 10.11 | 10.97 | 9.02 | -4.85 | 17.36 | 7.49 | -6.74 | -0.22 | 11.59 | 9.56 | -3.12 | 8.90 | 30.09 | -9.25 | 20.91 | 19.79 | 14.90 | 10.40 | 23.16 | 5.34 | 6.72 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | 8.70 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | -1.02 | 22.89 | 2.25 | 6.63 | 6.01 | 7.19 | 6.10 | 5.79 | NA | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | MERIT MEDICAL... Moderate | NA | -0.38 | -0.41 | 0.04 | 0.21 | NA | NA | 0.72 | 0.01 | -0.51 | 1.25 | -1.32 | 0.98 | 1.19 | 1.23 | -0.82 | 3.26 | 1.32 | -1.13 | -0.03 | 1.81 | 1.99 | -0.38 | 0.85 | 2.93 | -1.41 | 1.47 | 1.62 | 2.04 | 1.09 | 3.97 | 0.95 | 0.93 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.51 | 0.88 | 0.82 | 0.65 | NA | NA | 0.45 | 0.43 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.72 | 0.74 | 0.55 | 0.50 | NA | NA | 0.51 | 0.97 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | MERIT MEDICAL... Moderate | NA | 9.75 | 12.21 | 11.28 | 9.07 | NA | NA | 8.44 | 4.38 | 9.86 | 9.71 | 16.02 | 10.28 | 9.01 | 6.17 | 7.52 | 5.14 | 5.51 | 5.96 | 6.82 | 6.38 | 4.78 | 8.39 | 10.32 | 10.23 | 7.20 | 12.20 | 10.17 | 6.25 | 8.71 | 5.66 | 4.48 | 4.73 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.85 | 17.21 | 17.41 | 18.48 | NA | NA | 18.10 | 24.02 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.49 | 10.11 | 10.08 | 10.41 | NA | NA | 11.48 | 12.31 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | MERIT MEDICAL... Moderate | NA | 9.07 | 23.17 | 26.78 | 26.78 | NA | NA | 26.78 | 0.34 | 9.07 | 10.09 | 24.71 | 6.49 | 10.93 | 4.61 | 11.31 | 2.48 | 3.82 | 12.48 | 6.89 | 4.89 | 2.96 | 9.06 | 8.96 | 4.57 | 9.58 | 9.45 | 13.96 | 5.14 | 10.48 | 2.64 | 4.40 | 4.41 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 12.88 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | MERIT MEDICAL... Moderate | NA | 3.03 | 3.94 | 4.03 | 3.07 | NA | NA | 4.10 | NA | 0.00 | 3.19 | 2.99 | 5.44 | 4.44 | 4.49 | 1.57 | 0.18 | 3.32 | 1.71 | 3.55 | 3.49 | 4.58 | 2.57 | 4.69 | 3.77 | 3.20 | 9.50 | 7.14 | 4.49 | 3.39 | 3.18 | 6.16 | 7.16 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2024, AR inception is 12/31/2000
Retirement Plan (401(k)) Info for MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN
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