Gordon Biersch Brewery Restaurant Group Inc. 401(k) Plan
Investment Model Portfolios
Gordon Biersch Brewery Restaurant Group Inc. 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.
Investment options of Gordon Biersch Brewery Restaurant Group Inc. 401(k) Plan
Total Available Funds: 64
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Conservative Allocation |
JTLRX |
Lifestyle Conservative Account |
| Conservative Allocation |
JTLMX |
Lifestyle Moderate Account |
| Moderate Allocation |
JTSBX |
Lifestyle Balanced Account |
| Moderate Allocation |
RLBFX |
American Funds Am Balanced Account |
| Utilities |
JEUTX |
Utilities Fund Account |
| World Allocation |
MRLOX |
Blackrock Global Allocation Account |
| Financial |
JEFSX |
Financial Services Fund Account |
| ROOT |
unknow |
World Fund Account |
| ROOT |
unknow |
Vista Fund Account |
| Health |
PRHSX |
T.rowe Price Health Science Account |
| Technology |
JESTX |
Science & Technology Fund Account |
| Target Date 2000-2010 |
JLAOX |
Lifecycle 2010 Fund Account |
| Target Date 2011-2015 |
JLBHX |
Lifecycle 2015 Fund Account |
| Target Date 2016-2020 |
JLDHX |
Lifecycle 2020 Fund Account |
| Target Date 2021-2025 |
JLEHX |
Lifecycle 2025 Fund Account |
| Target Date 2031-2035 |
JLHHX |
Lifecycle 2035 Fund Account |
| Target Date 2036-2040 |
JLIHX |
Lifecycle 2040 Fund Account |
| Target Date 2041-2045 |
JLJHX |
Lifecycle 2045 Fund Account |
| ROOT |
unknow |
Small Cap Group Fund Account |
|
| US EQUITY |
|
|
| LARGE BLEND |
JTLGX |
Lifestyle Growth Account |
| LARGE BLEND |
JTLAX |
Lifestyle Aggressive Account |
| LARGE VALUE |
RWMFX |
American Funds Washington Mut Acct. |
| LARGE BLEND |
RICFX |
American Funds Inv. Co. Am Account |
| LARGE GROWTH |
RGAFX |
American Funds Growth Fund Account |
| LARGE VALUE |
JIEMX |
Equity Income Fund Account |
| LARGE BLEND |
JILPX |
Large Cap Fund Account |
| LARGE BLEND |
JIFVX |
Fundamental Value Fund Account |
| LARGE BLEND |
JIFNX |
500 Index Fund Account |
| LARGE BLEND |
JICVX |
All Cap Value Account |
| MID-CAP VALUE |
JVFNX |
Value Fund Account |
| MID-CAP VALUE |
JIMVX |
Mid Cap Value Fund Account |
| SMALL BLEND |
JISVX |
Small Company Value Fund Account |
| SMALL VALUE |
JSCNX |
Small Cap Value Fund Account |
| SMALL BLEND |
FSOPX |
Small Cap Opportunities Fund Account |
| LARGE VALUE |
JICZX |
Large Cap Value Fund Account |
| LARGE GROWTH |
JIBCX |
Blue Chip Growth Fund Account |
| LARGE BLEND |
JETSX |
Total Stock Market Index Fund Account |
| LARGE BLEND |
JHBHX |
All Cap Core Fund Account |
| LARGE GROWTH |
JICGX |
All Cap Growth Fund Account |
| LARGE GROWTH |
JICPX |
Capital Appreciation Fund Account |
| MID-CAP BLEND |
JECIX |
Mid Cap Index Fund Account |
| LARGE VALUE |
JHQVX |
Optimized Value Fund |
| US EQUITY |
JNRIX |
Natural Resource Fund Account |
| Mid-Cap Growth |
JIMSX |
Mid Cap Stock Fund Account |
| SMALL BLEND |
JESIX |
Small Cap Index Fund Account |
| Small Growth |
GTSRX |
AIM Small Cap Growth Account |
| SMALL BLEND |
DFSTX |
PFA U.S. Small Cap Fund Account |
| LARGE BLEND |
RFNFX |
Fundamental Investors Account |
| LARGE BLEND |
JEQAX |
Optimized All Cap Fund Account |
|
| FIXED INCOME |
|
|
| SHORT GOVERNMENT |
STABLEVALUE |
Stable Value Account |
| Intermediate-Term Bond |
JIADX |
Active Bond Fund Account |
| Intermediate-Term Bond |
JITRX |
Total Return Fund Account |
| Intermediate-Term Bond |
JIQBX |
Investment Quality Bond Fund Account |
| WORLD BOND |
JIGDX |
Global Bond Fund Account |
| Multisector Bond |
JHSBX |
Strategic Bond Fund Account |
| High Yield Bond |
OHYAX |
High Yield Fund Account |
| Multisector Bond |
JHSEX |
Strategic Income Fund Account |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
RERFX |
American Funds Eurpacific Account |
| Foreign Large Blend |
JICWX |
International Core Fund Account |
| Foreign Large Value |
JIVIX |
International Value Fund Account |
| Foreign Small/Mid Value |
JIIMX |
International Small Cap Fund Account |
| DIVERSIFIED PACIFIC/ASIA |
JEPMX |
Pacific Rim Fund Account |
| WORLD STOCK |
OGLYX |
Oppenheimer Global Account |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
JIREX |
Real Estate Securities Fund Acct |
|
Investment model portfolios
We provide two types of investment model portfolios for Gordon Biersch Brewery Restaurant Group Inc. 401(k) 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.
