COBHAM UNITED STATES 401K PLAN Investment Model Portfolios

Investment options of COBHAM UNITED STATES 401K PLAN

Total Available Funds: 18

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	VINIX	Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE VALUE	NFJEX	Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
LARGE GROWTH	MCFYX	Managers Funds: Managers Cadence Capital Appreciation Fund; Service Class Shares
MID-CAP BLEND	FSEMX	Fidelity Concord Street Trust: Spartan Extended Market Index Fund; Investor Class Shares
MID-CAP BLEND	FLPSX	Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
SMALL VALUE	PSVIX	Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
Small Growth	AUSAX	Columbia Acorn Trust: Columbia Acorn USA Fund; Class Z Shares

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate Government	FGOVX	Fidelity Income Fund: Fidelity Government Income Fund

Others
Target Date 2036-2040	FFFFX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2000-2010	FFFVX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2000-2010	FFFBX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
Target Date 2041-2045	FFFGX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
Target Date 2000-2010	FFFCX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2046-2050	FFFHX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
ROOT	FRTXX	Fidelity Money Market Trust: Retirement Money Market Portfolio
Moderate Allocation	OAKBX	Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares

INTERNATIONAL EQUITY
Foreign Large Blend	RERFX	EuroPacific Growth Fund; Class R-5 Shares

Investment model portfolios

We provide two types of investment model portfolios for COBHAM UNITED STATES 401K 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 COBHAM UNITED STATES 401K PLAN

COBHAM UNITED STATES 401(K) PLAN

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