Investment options of MIDMARK CORPORATION 401K SAVINGS PLAN
Total Available Funds: 27
| Investment Option List |
|---|
| American Funds EuroPacific Growth Fund Class R-6 6 1,648 units (FEPUX) |
| Driehaus Emerging Markets Growth Fund 7 1,897 units (DREGX) |
| MFS Value Fund Class R3 1 57,322 units |
| Victory Sycamore Small Company Opportunity Fund Class I 6 9,862 units (VSOIX) |
| Fidelity Extended Market Index Fund 5 9,418 units (FSEMX) |
| Fidelity Contrafund K6 1 ,335,397 units (FCNTX) |
| Fidelity International Index Fund 8 7,655 units |
| Fidelity 500 Index Fund 1 73,540 units (FUSEX) |
| Fidelity Low-Priced Stock Fund—Class K6 3 71,399 units (FLPSX) |
| Fidelity Mid-Cap Stock Fund—Class K6 3 66,706 units (FMCSX) |
| Fidelity U.S. Bond Index Fund 5 52,294 units |
| Small Cap Growth S 3 11,689 units (SGRIX) |
| T. Rowe Price Retirement 2005 Fund 1 17,383 units (TRRFX) |
| T. Rowe Price Retirement 2010 Fund 364 units (TRRAX) |
| T. Rowe Price Retirement 2015 Fund 9 5,447 units (TRRGX) |
| T. Rowe Price Retirement 2020 Fund 2 45,008 units (TRRBX) |
| T. Rowe Price Retirement 2025 Fund 1 ,116,692 units (TRRHX) |
| T. Rowe Price Retirement 2030 Fund 2 ,220,847 units (TRRCX) |
| T. Rowe Price Retirement 2035 Fund 2 ,567,765 units (TRRJX) |
| T. Rowe Price Retirement 2040 Fund 1 ,925,415 units (TRRDX) |
| T. Rowe Price Retirement 2045 Fund 1 ,487,223 units (TRRKX) |
| T. Rowe Price Retirement 2050 Fund 1 ,388,406 units (TRRMX) |
| T. Rowe Price Retirement 2055 Fund 8 30,492 units (TRRNX) |
| T. Rowe Price Retirement 2060 Fund 6 46,070 units (TRPLX) |
| T. Rowe Price Retirement 2065 Fund 6 7,938 units (PASUX) |
| Galliard Stable Return Fund C 1 25,373 units |
| Notes receivable from participants dates through November 2034 |
Investment model portfolios
We provide two types of investment model portfolios for MIDMARK CORPORATION 401K 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.
Retirement Plan (401(k)) Info for MIDMARK CORPORATION 401K SAVINGS PLAN