WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN Investment Model Portfolios

Investment options of WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN

Total Available Funds: 98

Asset Class

Ticker

Description

US EQUITY
Mid-Cap Growth	ALMRX	Alger Midcap Growth Institutional Fund
LARGE GROWTH	RAFFX	American Funds AMCAP Fund
Mid-Cap Growth	LACAX	Columbia Acorn Fund
LARGE VALUE	MEIAX	MFS Family of Funds MFS Value Fund Class A
MID-CAP VALUE	RMCVX	RiverSource Tr Midcap Value Fund Class R4
LARGE BLEND	MNHIX	Manning Napier Promix Funds Manning Napier Promix Maximum Tr
US EQUITY	WCC	WESCO International Inc. WESCO International Pooled Stock Fund
LARGE VALUE	AAGPX	American Beacon Funds Large Cap Value Fund
Small Growth	BUFSX	Buffalo Small Cap Fund
MID-CAP VALUE	HNSVX	Heartl Funds Select Value Fund
LARGE VALUE	DVY	I Shares DJ Select Dividend Index Fund
MID-CAP VALUE	JAMVX	Janus Funds Mid Cap Value Fund
Mid-Cap Growth	JAENX	Janus Funds Enterprise Fund
LARGE BLEND	JSVAX	Janus Funds Special Equity Fund
Mid-Cap Growth	JORNX	Janus Funds Orion Fund
LARGE GROWTH	MXXIX	Marisco 21st Century Mutual Fund
LARGE GROWTH	MGRIX	Marsico Large Growth Fund
LARGE BLEND	MAVFX	Matrix Advisors Value Fund
LARGE BLEND	OAKMX	Oakmark Funds Mutual Fund
LARGE BLEND	PRBLX	Parnassus Income Tr Equity Income Fund
US EQUITY	PYCFF	Reserve Primary Fund Primary Fund
SMALL BLEND	RYTCX	Royce Total Return Fund
LARGE GROWTH	RSGRX	RS Partners Growth Fund
Mid-Cap Growth	AQUIX	RVS Mid Cap Growth Fund
LARGE VALUE	SSHFX	Sound Shore Fund Common Stock
LARGE GROWTH	PRGFX	T. Rowe Price Retirement Funds Growth Stock Fund
LARGE BLEND	PRDGX	T. Rowe Price Retirement Funds Dividend Growth Fund
LARGE BLEND	TGFFX	TCW Funds Inc. Focused Equities Fund
LARGE VALUE	MUHLX	The Muhlenkamp Fund Equity Fund
SMALL BLEND	TASCX	Third Avenue Small Cap Value Fund
LARGE BLEND	THPGX	Thompson Plumb & Associates Growth Fund
LARGE BLEND	Vanguard Dividend Appreciati	Vanguard Funds Specialized Portfolios - Dividend app
LARGE VALUE	VWNFX	Vanguard Funds Windsor II Fund
Mid-Cap Growth	WAHGX	Wasatch Heritage Growth Fund Growth Fund

Others
Moderate Allocation	RLBFX	American Funds American Balanced Fund
Conservative Allocation	MNCIX	Manning Napier Promix Funds Manning Napier Promix Conservative Tr
Moderate Allocation	MNBIX	Manning Napier Promix Funds Manning Napier Promix Extended Tr
Moderate Allocation	MNMIX	Manning Napier Promix Funds Manning Napier Promix Moderate Tr
Moderate Allocation	DODBX	Dodge Cox Funds Balanced Fund
unknown	unknown	Excelsior Funds Value Restructuring Fund
ROOT	CASH	General Money Mkt Fund Inc. Class A General Money Mkt Fund
EQUITY	SLV	I Shares Silver Tr
Communications	IXP	I Shares S P Global Telecom Fund
Financial	IXG	I Shares S P Gloal Finl Sector
Consumer Discretionary	IYC	I Shares DJ U.S. Consumer Cycl SEC Fund
Industrials	ITA	I Shares TR Dow Jones US Aerospace Defense Equity Fund
Health	ICHCX	Icon Funds Icon Healthcare Fund
Technology	JAGTX	Janus Funds Global Technology Fund
SPECIALTY-NATURAL RES	MOO	Mkt Vectors ETF TR Agribusiness Fund
SPECIALTY-NATURAL RES	GEX	Mkt Vectors ETF TR Global Alternative Energy Fund
Moderate Allocation	OAKBX	Oakmark Funds Oakmark Equity & Income Fund (I)
EQUITY	PAGG	Powershares Agricultural Fund
SPECIALTY-NATURAL RES	PIO	Powershares Global Water Portfolio Fund
SPECIALTY-FINANCIAL	UYG	Proshares TR Ultra Financial Fund
Technology	SHGTX	Seligman Global Technology Fund
Bear Market	PSQ	Short QQQ Equity Fund
unknown	unknown	SPDR Series Tr Fund
Moderate Allocation	RPBAX	T. Rowe Price Retirement Funds Balanced Fund
Moderate Allocation	PRWCX	T. Rowe Price Retirement Funds Capital app Fund
Natural Resources	PRNEX	T. Rowe Price Retirement Funds New Era Fund
unknown	unknown	The India Fund Inc. Equity Fund
Bear Market	SKF	Ultrashort Financial Exchange Traded Fund
Bear Market	QID	Ultrashort QQQ Exchange Traded Fund
Conservative Allocation	VWIAX	Vanguard Funds Wellesley Income Fund
ROOT	CASH	EVERGREEN INST MONEY MARKET FUND class I (FD @=@495) Cash & Cash Equivalents

FIXED INCOME
Intermediate-Term Bond	LIGRX	Loomis Sayles Loomis Sayles Invest Grade Bond
Intermediate-Term Bond	ACBPX	American Century Funds Diversified Bond Fund
Intermediate Government	BGNMX	American Century Funds Ginne Mae Fund
WORLD BOND	BEGBX	American Century Funds International Bond Fund
Intermediate-Term Bond	DODIX	Dodge Cox Funds Income Fund
Intermediate-Term Bond	HABDX	Harbor Funds Bond Fund Institutional Class
High Yield Bond	HYG	I Shares TR JBOXX High Yield Corporate Bond Fund
Intermediate Government	MGIDX	Managers interm Duration Govt Fixed Fund
High Yield Bond	NHFIX	Northern Funds High Yield Fixed Income Fund
Inflation-Protected Bond	PRRIX	Pacific Investment Management Company Funds Real Return Fund
Intermediate-Term Bond	IDBYX	Riversource Tr Diversified Bond Class R4 Fund
High Yield Bond	RSHYX	Riversource Tr High Yield Class R4 Bond Fund
SHORT GOVERNMENT	SNGVX	SIT Funds US Government Securities Fund

INTERNATIONAL EQUITY
Foreign Large Blend	TGVIX	Thornburg International Thornburg International Value Fund
WORLD STOCK	AOD	Alpine Total Dynamic Dividend Fund Closed-end Fund
Foreign Large Growth	ARTIX	Artisan Funds International Investor Shrs
Foreign Large Value	DODFX	Dodge Cox Funds Stock Fund
Foreign Large Growth	GIGRX	Gamco International Growth AAA
Foreign Large Blend	HAINX	Harbor Funds International Fund
WORLD STOCK	IOO	I Shares S P Global 100
Foreign Large Growth	JAOSX	Janus Funds Overseas Fund
WORLD STOCK	OAKGX	Oakmark Funds Global Fund
Foreign Large Value	OAKIX	Oakmark Funds International Fund (Class I)
Foreign Large Blend	SSAIX	SSGA International Stock Selection Fund
Foreign Large Growth	PSILX	T. Rowe Price Retirement Funds Spectrum International Fund
Foreign Small/Mid Value	TAVIX	Third Avenue International Value Fund
WORLD STOCK	TAVFX	Third Avenue Value Fund
Foreign Large Value	VTRIX	Vanguard Funds International Value Fund
Foreign Large Blend	VWILX	Vanguard Funds International Growth Fund

REAL ESTATE
REAL ESTATE	NBRFX	Neuberger Berman Real Estate Fund
Global Real Estate	TAREX	Third Avenue Real Estate Value Fund

COMMODITIES
COMMODITIES BROAD BASKET	DBC	Powershares DB Multi Sector Commodity TR

Emerging Market
DIVERSIFIED EMERGING MKTS	RSRIX	Threadneedle Emerging Mkts Fund

Investment model portfolios

We provide two types of investment model portfolios for WESCO DISTRIBUTION, INC. RETIREMENT 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.

Customize a model portfolio now

Retirement Plan (401(k)) Info for WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN

WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN

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