THE GORMAN-RUPP COMPANY 401(k) PLAN Investment Model Portfolios

Investment options of THE GORMAN-RUPP COMPANY 401(k) PLAN

Total Available Funds: 36

Asset Class

Ticker

Description

Others
unknown	unknown	NYL Insurance Achor Account 1
ROOT	CASH	Mainstay Money Mkt Fund A
Retirement Income	STLAX	BlackRock LifePath Retire Fund I
Target Date 2016-2020	STLCX	BlackRock LifePath 2020 Fund I
Target Date 2026-2030	STLDX	BlackRock LifePath 2030 Fund I
Target Date 2036-2040	STLEX	BlackRock LifePath 2040 Fund I
Moderate Allocation	PRWCX	T Rowe Price Capital app Fund
EQUITY PRECIOUS METALS	IGDYX	Aim Gold Prec Metals Inv
World Allocation	RIREX	American Cap Income Builder R4
Natural Resources	PRNEX	T Rowe Price New Era Fund

FIXED INCOME
WORLD BOND	RCWCX	American Cap World Bond R3
Inflation-Protected Bond	FIPAX	Fid Advisor Infat Prot Bond A
High Yield Bond	MHCAX	MainStay High Yield Corp Bond A
Intermediate-Term Bond	PTTAX	Pacific Investment Management Company Total Return Fund (A)
WORLD BOND	TGBAX	Templeton Global Bond Fund Adv
Multisector Bond	FRSTX	Franklin Income Fund A

US EQUITY
LARGE VALUE	RWMCX	American Wash Mutual Inv Fund R3
LARGE VALUE	LAFFX	Lord Abbet Affiliated Fund A
LARGE VALUE	IFMIX	Franklin Mutual Shares Class A
SMALL BLEND	LSMAX	Columbia Small Cap Val Fund A
LARGE BLEND	NYVTX	Davis NY Venture Fund (A)
MID-CAP BLEND	FLSAX	Fid Advisor Leveraged Co Stk A
LARGE GROWTH	FNIAX	Fid Advisor New Insights A
SMALL BLEND	FSCIX	Fid Advisor Small Cap Fund A
MID-CAP BLEND	FSOAX	Fid Advisor Value Strategies A
MID-CAP VALUE	LAVLX	Lord Abbett Mid Cap Value A
Small Growth	LSBAX	Lord Abbett Small Cap Blend A
LARGE VALUE	CGRWX	Oppenheimer Value Fund A
SMALL BLEND	RYVFX	Royce Value Fund (Serv)
SMALL BLEND	RSPYX	RS Partners Fund

REAL ESTATE
REAL ESTATE	FHEAX	Fid Advisor Real Estate Fund A

INTERNATIONAL EQUITY
Foreign Large Blend	RERCX	American EuroPacific Growth R3
Foreign Large Blend	FDVAX	Fid Advisor Diversified Intl A
FOREIGN SMALL/MID GROWTH	FOPAX	Fid Advisor Intl Sm Cap Opp A
WORLD STOCK	OPGIX	Oppenheimer Global Fund (A)
Foreign Large Value	TFEQX	Templeton Foreign Fund

Investment model portfolios

We provide two types of investment model portfolios for THE GORMAN-RUPP COMPANY 401(k) 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

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	Common	Inception
THE GORMAN-RUPP COMPANY 401(k) PLAN Tactical Asset Allocation Moderate	NA	12.60%	1.49%	3.89%	2.82%	4.90%	6.09%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	36.15%	11.75%	15.91%	13.27%	14.01%	10.60%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	23.53%	4.14%	7.43%	6.41%	7.28%	6.30%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	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 (%)	THE GORMAN-RU… Moderate	0.13	12.60	1.49	3.89	2.82	4.90	6.09	…	…	NA	NA	-0.49	8.72	-10.97	8.53	7.59	13.11	-8.57	5.57	3.23	-2.69	4.22	13.11	11.48	-0.45	14.33	26.62	-8.56	8.35	18.87	3.10	13.08	24.58	-0.60	4.92	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)	0.78	36.15	11.75	15.91	13.27	14.01	10.60	…	…	NA	17.72	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)	0.81	23.53	4.14	7.43	6.41	7.28	6.30	…	…	NA	16.26	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	THE GORMAN-RU… Moderate	NA	-0.61	-0.48	0.01	0.07	NA	NA	…	…	NA	NA	-0.72	0.56	-1.25	0.83	0.69	1.98	-1.35	0.69	0.55	-0.42	0.70	1.89	2.45	-0.04	1.11	2.62	-1.68	0.56	1.95	0.13	1.49	4.41	-0.31	0.62	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	1.93	1.17	0.67	0.76	NA	NA	…	…	1.44	0.80	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	1.89	1.14	0.44	0.66	NA	NA	…	…	1.44	1.36	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(%)	THE GORMAN-RU… Moderate	NA	9.66	9.24	9.72	8.29	NA	NA	…	…	NA	NA	9.75	7.90	9.90	10.26	10.69	5.91	7.30	7.12	5.51	6.47	6.04	6.92	4.66	10.96	12.84	10.13	5.65	9.59	8.02	6.97	8.12	5.42	5.54	4.23	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	12.51	14.97	16.98	18.16	NA	NA	…	…	14.30	18.66	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	8.72	9.05	10.10	10.35	NA	NA	…	…	10.68	9.89	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(%)	THE GORMAN-RU… Moderate	NA	6.63	13.55	16.70	19.38	NA	NA	…	…	NA	NA	6.63	6.94	13.55	5.23	16.70	3.32	15.02	7.86	4.47	8.72	5.77	6.58	3.86	11.39	10.58	5.06	12.44	7.50	6.77	5.15	10.10	4.13	8.91	2.66	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	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	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	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	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(%)	THE GORMAN-RU… Moderate	NA	7.22	5.25	4.70	4.05	NA	NA	…	…	NA	NA	0.53	7.42	3.33	4.84	2.29	5.72	3.48	0.53	4.35	4.29	4.88	5.68	4.39	2.16	3.91	5.06	2.80	5.80	5.67	5.21	3.86	4.22	4.16	7.22	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)	0.00	1.17	1.56	1.51	2.77	3.90	3.51	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.48	5.93	4.34	4.51	4.40	4.26	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 09/30/2024, Common starting date is 12/31/2000

Retirement Plan (401(k)) Info for THE GORMAN-RUPP COMPANY 401(k) PLAN

THE GORMAN-RUPP COMPANY 401K PLAN

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