Investment options of ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN
Total Available Funds: 28
| Investment Description |
|---|
| AMERICAN FUNDS CAP WORLD GROWTH MUTUAL FUND |
| AMERICAN EUROPACIFIC GROWTH FUND MUTUAL FUND |
| AMERICAN FUNDS CAP. WORLD GROW. AND INC. FUND MUTUAL FUND |
| BLACKROCK STRATEGIC INCOME OPPORTUNITIES MUTUAL FUND |
| COHEN & STEERS GLOBAL REALTY I MUTUAL FUND |
| DODGE & COX INTERNATIONAL STOCK FUND MUTUAL FUND |
| DFA US SMALL CAP GROWTH INST MUTUAL FUND |
| HARTFORD DIVIDEND AND GROWTH MUTUAL FUND |
| INVESTSCO OPPEN DEV MARKETS - Y MUTUAL FUND |
| JP MORGAN US SMALL COMPANY MUTUAL FUND |
| METRO WEST TOTAL RETURN MUTUAL FUND |
| TEMPLETON GLOBAL BOND MUTUAL FUND |
| THORNBURG LIMITED TERM INCOME - R5 MUTUAL FUND |
| THORNBURG LIMITED TERM INCOME - R3 MUTUAL FUND |
| T. ROWE PRICE RETIREMENT 2020 A FUND MUTUAL FUND |
| T. ROWE PRICE RETIREMENT 2025 A FUND MUTUAL FUND |
| T. ROWE PRICE RETIREMENT 2030 A FUND MUTUAL FUND |
| T. ROWE PRICE RETIREMENT 2035 A FUND MUTUAL FUND |
| T. ROWE PRICE RETIREMENT 2040 A FUND MUTUAL FUND |
| T. ROWE PRICE RETIREMENT 2045 A FUND MUTUAL FUND |
| T. ROWE PRICE RETIREMENT 2050 A FUND MUTUAL FUND |
| T. ROWE PRICE RETIREMENT 2060 A FUND MUTUAL FUND |
| TRP QM US SM&MD CP COR EQ I MUTUAL FUND |
| VANGUARD 500 INDEX A FUND MUTUAL FUND |
| VANGUARD DEVELOPED MARKET INDEX A MUTUAL FUND |
| VANGUARD FEDERAL MONEY MARKET FUND MUTUAL FUND |
| VANGUARD EXTENDED MARKET INDEX FUND MUTUAL FUND |
| VANGUARD SELECTED VALUE FUND MUTUAL FUND |
Investment model portfolios
We provide two types of investment model portfolios for ADVANCED DIGITAL DATA INC. EMPLOYEE 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.
Retirement Plan (401(k)) Info for ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN