CRANE COMPANIES RETIREMENT SAVINGS PLAN Investment Model Portfolios

Investment options of CRANE COMPANIES RETIREMENT SAVINGS PLAN

Total Available Funds: 14

Asset Class

Ticker

Description

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond	PRTNX	PIMCO Funds: Real Return Fund; Class A Shares
Intermediate-Term Bond	VBMFX	Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
High Yield Bond	PHYYX	Putnam High Yield Trust; Class Y Shares

US EQUITY
LARGE VALUE	PEIYX	Putnam Equity Income Fund; Class Y Shares
LARGE GROWTH	JARTX	Janus Investment Fund: Janus Forty Fund; Class S Shares
Mid-Cap Growth	NBGNX	Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
LARGE BLEND	ANCFX	Fundamental Investors
Mid-Cap Growth	LACAX	Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
MID-CAP BLEND	VIMSX	Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE GROWTH	FNIAX	Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares

INTERNATIONAL EQUITY
Foreign Large Blend	VGTSX	Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Foreign Large Growth	TGVAX	Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Foreign Large Value	TEMFX	Templeton Funds

Investment model portfolios

We provide two types of investment model portfolios for CRANE COMPANIES 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 CRANE COMPANIES RETIREMENT SAVINGS PLAN

CRANE COMPANIES 401(K) PLAN

Click here for more plan details and features ►