TAYLOR COMPANIES 401K AND PROFIT SHARING PLANS Investment Model Portfolios

Investment options of TAYLOR COMPANIES 401K AND PROFIT SHARING PLANS

Total Available Funds: 16

Asset Class

Ticker

Description

US EQUITY
SMALL BLEND	APHVX	Artisan Partners Funds
Small Growth	TMCOX	Turner Funds: Turner Emerging Growth Fund; Institutional Class Shares
Mid-Cap Growth	ARTMX	Artisan Partners Funds
MID-CAP VALUE	FLMVX	JP Morgan Fleming Mutual Fund Group
MID-CAP VALUE	JAMCX	JP Morgan Fleming Mutual Fund Group
Small Growth	TMCGX	Turner Funds: Turner Emerging Growth Fund; Investor Class Shares
SMALL BLEND	ARTVX	Artisan Partners Funds

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond	PTTAX	PIMCO Funds: Total Return Fund; Class A Shares

INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH	CARIX	Columbia Acorn Trust: Columbia Acorn International; Class I Shares
Foreign Large Blend	JSEAX	JPMorgan Trust I: JPMorgan International Equity Fund; Class A Shares

Others
Target Date 2011-2015	ARFIX	American Century Asset Allocation Portfolios
Target Date 2021-2025	ARWIX	American Century Asset Allocation Portfolios
Target Date 2031-2035	ARYIX	American Century Asset Allocation Portfolios
Target Date 2031-2035	ARYRX	American Century Asset Allocation Portfolios
Target Date 2041-2045	AROIX	American Century Asset Allocation Portfolios

Investment model portfolios

We provide two types of investment model portfolios for TAYLOR COMPANIES 401K AND PROFIT SHARING PLANS 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 TAYLOR COMPANIES 401K AND PROFIT SHARING PLANS

TAYLOR COMPANIES 401(K) AND PROFIT SHARING PLANS

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