Investment options of ENPRO INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
Total Available Funds: 26
| Investment Description |
|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2030 - UNIT CLASS V COLLECTIVE TRUST FUND |
| GALLIARD RETIREMENT INCOME FUND CL 35 COLLECTIVE TRUST FUND |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2040 - UNIT CLASS V COLLECTIVE TRUST FUND |
| DODGE & COX STOCK FUND CLASS I MUTUAL FUND |
| PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS MUTUAL FUND |
| NUVEEN WINSLOW LARGE-CAP GROWTH ESG FUND CLASS I MUTUAL FUND |
| T. ROWE PRICE MID-CAP GROWTH FUND MUTUAL FUND |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2020 - UNIT CLASS V COLLECTIVE TRUST FUND |
| VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SHARES MUTUAL FUND |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS R-6 MUTUAL FUND |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INSTITUTIONAL SHARES MUTUAL FUND |
| COLUMBIA SMALL CAP VALUE FUND II INSTITUTIONAL CLASS MUTUAL FUND |
| ENPRO COMPANY STOCK EMPLOYER SECURITIES |
| VANGUARD SELECTED VALUE FUND INVESTOR SHARES MUTUAL FUND |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2025 - UNIT CLASS V COLLECTIVE TRUST FUND |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2035 - UNIT CLASS V COLLECTIVE TRUST FUND |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2060 - UNIT CLASS V COLLECTIVE TRUST FUND |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2055 - UNIT CLASS V COLLECTIVE TRUST FUND |
| AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND R5 CLASS MUTUAL FUND |
| VIRTUS VONTOBEL EMERGING MARKETS OPPORTUNITIES FUND CLASS I MUTUAL FUND |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2045 - UNIT CLASS V COLLECTIVE TRUST FUND |
| SCHWAB MANAGED RETIREMENT TRUST INCOME FUND - UNIT CLASS V COLLECTIVE TRUST FUND |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2010 - UNIT CLASS V COLLECTIVE TRUST FUND |
| SCHWAB MANAGED RETIREMENT TRUST FUND 2015 - UNIT CLASS V COLLECTIVE TRUST FUND |
| SCHWAB US TREASURY MONEY FUND INTEREST-BEARING CASH |
Investment model portfolios
We provide two types of investment model portfolios for ENPRO INDUSTRIES, 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.
Retirement Plan (401(k)) Info for ENPRO INDUSTRIES, INC. RETIREMENT SAVINGS PLAN