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WATERS EMPLOYEE INVESTMENT PLAN
Investment Model Portfolios

Waters Corporation operates as an analytical instrument manufacturer primarily in the United States, Europe, Japan, and Asia. The company designs, manufactures, sells, and services high performance liquid chromatography (HPLC), ultra performance liquid chromatography (UPLC), and mass spectrometry (MS) instrument systems and support products, including chromatography columns, other consumable products, and post-warranty service plans.

Investment options of WATERS EMPLOYEE INVESTMENT PLAN

Total Available Funds: 27
Asset Class Ticker Description
US EQUITY
SMALL VALUE WISVX American Beacon Small Cap Value Fund Institutional Class,
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund – Class R5,
LARGE BLEND ISFIX Davis New York Venture Fund – Class Y,
LARGE GROWTH FGCKX Fidelity Growth Company Fund – Class K,
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock Fund – Class K,
LARGE GROWTH FMGKX Fidelity Magellan Fund – Class K,
Mid-Cap Growth RAISX Rainier Small/Mid Cap Fund - Institutional Class,
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund,,,
Others
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund,
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund,
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund,
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund,
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund,
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund,
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund,
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund,
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund,
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund,
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund,
Retirement Income FFFAX Fidelity Freedom Income Fund,
Moderate Allocation FPUKX Fidelity Puritan Fund – Class K,
ROOT CASH Fidelity Retirement Government Money Market Portfolio,
ROOT CASH Cash Reserves
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund – Class K,
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets Fund – Class K,
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return Institutional Class,
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Institutional Shares,

Investment model portfolios

We provide two types of investment model portfolios for WATERS EMPLOYEE INVESTMENT PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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
WATERS EMPLOYEE INVESTMENT PLAN Tactical Asset Allocation Moderate NA 5.40% 3.13% 7.70% 5.93% 8.35% 8.02% 7.82%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

Retirement Plan (401(k)) Info for WATERS EMPLOYEE INVESTMENT PLAN

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