Investment options of ABT ELECTRONICS, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST
Total Available Funds: 50
| Investment Option List |
|---|
| American Funds EuroPacific Growth Fund (FEPUX) |
| Janus Henderson Triton Class I Fund (JSMGX) |
| JP Morgan US Equity Fund |
| JP Morgan U.S. Small Company Fund |
| JP Morgan Large Cap Growth R6 (SNIGX) |
| T. Rowe Price Capital Appreciation Fund (PRWCX) |
| T. Rowe Price Global stock Fd (PRGSX) |
| T. Rowe Price Retirement 2010 Fund (TRRAX) |
| T. Rowe Price Retirement 2015 Fund (TRRGX) |
| T. Rowe Price Retirement 2020 Fund (TRRBX) |
| T. Rowe Price Retirement 2025 Fund (TRRHX) |
| T. Rowe Price Retirement 2030 Fund (TRRCX) |
| T. Rowe Price Retirement 2035 Fund (TRRJX) |
| T. Rowe Price Retirement 2040 Fund (TRRDX) |
| T. Rowe Price Retirement 2045 Fund (TRRKX) |
| T. Rowe Price Retirement 2050 Fund (TRRMX) |
| T. Rowe Price Retirement 2055 Fund (TRRNX) |
| T. Rowe Price Retirement 2060 Fund (TRPLX) |
| Vanguard Infor tech index adm (VAARX) |
| Vanguard GNMA Fund (VFIIX) |
| Vanguard Short-Term Federal Fund (VSGBX) |
| Putnam Large Cap Value Fund (PMVYX) |
| Vanguard Institutional Index I |
| through August 2051 -0- |
| AMCENT SMALL CAP VALUE R6 Registered Investment Company (RVVHX) |
| EUROPACIFIC GROWTH R6 Registered Investment Company (R6) |
| JANUS HENDERSON TRITON N Registered Investment Company (JCNNX) |
| JP MORGAN US EQUITY R6 Registered Investment Company |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company (SEEGX) |
| JPMORGAN US SMALL CO R6 Registered Investment Company |
| PUTNAM LARGE CAP VALUE R6 Registered Investment Company (UTDLX) |
| T ROWE PRICE CAP APPR FD I Registered Investment Company (PMEGX) |
| T ROWE PRICE GLBL STK FD I Registered Investment Company |
| TROWE PRICE RETIREMENT 2010 I Registered Investment Company (TRRAX) |
| TROWE PRICE RETIREMENT 2015 I Registered Investment Company (TRRGX) |
| TROWE PRICE RETIREMENT 2020 I Registered Investment Company (TRRBX) |
| TROWE PRICE RETIREMENT 2025 I Registered Investment Company (TRRHX) |
| TROWE PRICE RETIREMENT 2030 I Registered Investment Company (TRRCX) |
| TROWE PRICE RETIREMENT 2035 I Registered Investment Company (TRRJX) |
| TROWE PRICE RETIREMENT 2040 I Registered Investment Company (TRRDX) |
| TROWE PRICE RETIREMENT 2045 I Registered Investment Company (TRRKX) |
| TROWE PRICE RETIREMENT 2050 I Registered Investment Company (TRRMX) |
| TROWE PRICE RETIREMENT 2055 I Registered Investment Company (TRRNX) |
| TROWE PRICE RETIREMENT 2060 I Registered Investment Company (TRPLX) |
| VANGUARD GNMA ADM Registered Investment Company |
| VANGUARD INFO TECH IDX ADM Registered Investment Company |
| VANGUARD INSTITUTIONAL INDEX Registered Investment Company (VFSTX) |
| VANGUARD SHORT TERM FED FD ADM Registered Investment Company (VFSTX) |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company |
Investment model portfolios
We provide two types of investment model portfolios for ABT ELECTRONICS, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST 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 ABT ELECTRONICS, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST