GRUPO ANTOLIN RETIREMENT AND SAVINGS PLAN Investment Model Portfolios

Investment options of GRUPO ANTOLIN RETIREMENT AND SAVINGS PLAN

Total Available Funds: 18

Asset Class

Ticker

Description

Others
EQUITY PRECIOUS METALS	OPGSX	OPPHMR GOLD SPLMIN A
Target Date 2031-2035	FATHX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2035 Fund; Class A Shares
Target Date 2026-2030	FAFEX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2030 Fund; Class A Shares
Target Date 2036-2040	FAFFX	FA FREEDOM 2040 A
ROOT	-	FA STABLE VALUE
Moderate Allocation	JABRX	JANUS BALANCED S
Target Date 2021-2025	FATWX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2025 Fund; Class A Shares
Target Date 2046-2050	FFFLX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2050 Fund; Class A Shares
Target Date 2016-2020	FDAFX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2020 Fund; Class A Shares
Target Date 2011-2015	FFVAX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2015 Fund; Class A Shares
Target Date 2041-2045	FFFZX	Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2045 Fund; Class A Shares

REAL ESTATE
REAL ESTATE	FREAX	NUVEEN REAL ESTATE A

INTERNATIONAL EQUITY
WORLD STOCK	OPPAX	OPPENHEIMER GLOBAL A

FIXED INCOME
Intermediate Government	ABTAX	AM CENT GOVT BOND A

US EQUITY
LARGE VALUE	MDDVX	BLKRK EQUITY DIV A
SMALL VALUE	VSCAX	IVK SMALL CAP VAL A
LARGE BLEND	EVTMX	EV DIV BUILDER A
LARGE BLEND	PEOPX	DREYFUS S&P 500 INDX

Investment model portfolios

We provide two types of investment model portfolios for GRUPO ANTOLIN RETIREMENT AND 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

Click here for more plan details and features ►