MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Investment Model Portfolios

Investment options of MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN

Total Available Funds: 25

Asset Class

Ticker

Description

FIXED INCOME
Inflation-Protected Bond	ACITX	AM Century Inflation Adjusted Bond Fund IV Registered Investment Company
SHORT GOVERNMENT	STABLEVALUE	Morley Stable Value Common Collective Fund
Intermediate-Term Bond	PTTRX	Pacific Investment Management Company Total Return Fund Administrative Class Shares Registered Investment Company

INTERNATIONAL EQUITY
Foreign Large Growth	ARTIX	Artisan International Investor Shares Registered Investment Company
Foreign Large Blend	HIINX	Harbor International Fund Investor Class Shares Registered Investment Company
Foreign Large Value	OAKIX	Oakmark International Fund Class 1 Shares Registered Investment Company
WORLD STOCK	WAGOX	Wasatch Global Opportunities Retail Registered Investment Company
Foreign Large Growth	WBIGX	William Blair International Growth Fund Class N Shares Registered Investment Company

US EQUITY
Mid-Cap Growth	BARAX	Baron Asset Fund Registered Investment Company
LARGE GROWTH	NFEPX	Columbia Marsico Focused Equity Fund Class Z Shares Registered Investment Company
LARGE GROWTH	EGFIX	Edgewood Growth Fund Registered Investment Company
LARGE BLEND	FUSEX	Fidelity Spartan US Equity Index Investor Class Shares Registered Investment Company
MID-CAP VALUE	HMVAX	Hartford Mid Cap Class A Shares Registered Investment Company
LARGE VALUE	ICSLX	MainStay ICAP Select Equity Class 1 Shares Registered Investment Company
LARGE BLEND	OAKMX	Oakmark Fund Class l Shares Registered Investment Company
LARGE GROWTH	MFOCX	Marsico Focus Registered Investment Company
MID-CAP BLEND	RSVAX	RS Value Fund Class A Shares Registered Investment Company
Small Growth	WAAEX	Wasatch Small Cap Growth Fund Registered Investment Company
SMALL BLEND	WMCVX	Wasatch Small Cap Value Fund Registered Investment Company
MID-CAP BLEND	CBMAX	Wells Fargo C B Mid Cap Value Class D Shares Registered Investment Company

Others
ROOT	CASH	Fidelity Spartan Money Mkt Fund Registered Investment Company
ROOT	CASH	Fidelity FMMT rtmt Money Mkt Registered Investment Company
Natural Resources	RSNYX	RS Global Natural Resources Registered Investment Company
Technology	RSIFX	RS Technology Fund Class A Shares Registered Investment Company

Emerging Market
DIVERSIFIED EMERGING MKTS	IEMFX	T Rowe Price International Funds Inc. Emerging Mkts Stock Fund Registered Investment Company

Investment model portfolios

We provide two types of investment model portfolios for MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING 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

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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate	NA	22.66%	-0.34%	4.26%	4.11%	4.74%	7.24%	7.91%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	5.79%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	MERIT MEDICAL... Moderate	-0.64	22.66	-0.34	4.26	4.11	4.74	7.24	7.91	NA	1.57	16.40	-19.81	10.11	10.97	9.02	-4.85	17.36	7.49	-6.74	-0.22	11.59	9.56	-3.12	8.90	30.09	-9.25	20.91	19.79	14.90	10.40	23.16	5.34	6.72	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	8.70	NA	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	5.79	NA	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	MERIT MEDICAL... Moderate	NA	-0.38	-0.41	0.04	0.21	NA	NA	0.72	0.01	-0.51	1.25	-1.32	0.98	1.19	1.23	-0.82	3.26	1.32	-1.13	-0.03	1.81	1.99	-0.38	0.85	2.93	-1.41	1.47	1.62	2.04	1.09	3.97	0.95	0.93	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.01	0.19	0.67	0.54	NA	NA	0.44	-1.15	1.44	1.69	-0.81	2.17	0.53	2.40	-0.34	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.15	1.24	0.25	0.88	1.63	-0.90	-0.68	-0.59	0.98	1.24	1.62	1.63	4.33	-0.18	0.91	0.58	1.92	-0.53	1.73	0.60	0.00	0.31	1.49	-0.24	0.80	0.65	-1.27	1.19	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.06	0.01	0.45	0.36	NA	NA	0.48	-0.70	0.48	1.37	-1.22	1.32	0.70	2.78	-0.86	3.76	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.41	1.36	0.50	1.49	2.09	-0.75	-0.58	-0.23	1.08	1.57	1.57	0.93	4.20	4.63	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	MERIT MEDICAL... Moderate	NA	9.75	12.21	11.28	9.07	NA	NA	8.44	4.38	9.86	9.71	16.02	10.28	9.01	6.17	7.52	5.14	5.51	5.96	6.82	6.38	4.78	8.39	10.32	10.23	7.20	12.20	10.17	6.25	8.71	5.66	4.48	4.73	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.94	18.53	17.95	18.39	NA	NA	18.11	28.46	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.27	10.85	10.40	10.38	NA	NA	11.50	14.58	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	MERIT MEDICAL... Moderate	NA	9.07	23.17	26.78	26.78	NA	NA	26.78	0.34	9.07	10.09	24.71	6.49	10.93	4.61	11.31	2.48	3.82	12.48	6.89	4.89	2.96	9.06	8.96	4.57	9.58	9.45	13.96	5.14	10.48	2.64	4.40	4.41	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	19.24	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	15.22	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	MERIT MEDICAL... Moderate	NA	3.03	3.94	4.03	3.07	NA	NA	4.10	NA	0.00	3.19	2.99	5.44	4.44	4.49	1.57	0.18	3.32	1.71	3.55	3.49	4.58	2.57	4.69	3.77	3.20	9.50	7.14	4.49	3.39	3.18	6.16	7.16	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Retirement Plan (401(k)) Info for MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN

MERIT MEDICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

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