Pooled Fund Models in the Retirement Plan Program
A few changes have been made to 3 of the 4 UPAL Pooled Fund Models in the UPAL Retirement Plan Program as indicated below. These changes are recommended by the investment advisors of BOK Financial.
- No changes will occur in the Fixed Income Model Allocation.
- Reduce the allocation to the UPAL Large Cap Value Fund by 1% and increase the allocation to the UPAL International Fund by 1% in the Conservative Model Allocation.
- Reduce the allocations to the UPAL Large Cap Growth and UPAL S&P 500 Funds by 1% and increase the allocation to the UPAL International Fund by 2% in the Balanced Model Allocation.
- Reduce the allocations to the UPAL Large Cap Growth by 2% and UPAL S&P 500 by 1% and increase the allocation to the UPAL International Fund by 3% in the Aggregate Model Allocation.
The advisors feel the outlook for international equities has improved considering the more accommodative monetary policies overseas and lower valuations. In addition, they think large cap domestic equity companies could face earnings pressure with the stronger dollar.
