Investment options of ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN
Total Available Funds: 29
| Investment Description |
|---|
| participant's balance |
| T. ROWE PRICE RETIRE 2060-ADV |
| DODGE & COX INTL STOCK I |
| HARTFORD DIVIDEND & GROWTH -R4 |
| T. ROWE PRICE RET 2055 – ADV |
| T.ROWE PRICE RETIRE 2020 – ADV |
| T. ROWE PRICE RET 2025 – ADV |
| THORNBURG STRATEGIC INCOME R5 |
| AMER FND GR FND OF AMERICA-R4 |
| DODGE & COX GLOBAL BOND I |
| VANGUARD 500 INDEX FUND – ADM |
| T.ROWE PRICE RETIRE 2040 – ADV |
| DFA US SMALL CAP GROWTH INST |
| THORNBURG LIMITED TERM INC -R3 |
| BLK STRATEGIC INC OPP PRT INST |
| T.ROWE PRICE RETIRE 2030 – ADV |
| INVESCO DEV MARKETS – Y |
| T. ROWE PRICE RET 2035 – ADV |
| VANGUARD FEDERAL MM INV |
| T. ROWE PRICE RET 2045 – ADV |
| AMER CAP WORLD GRO & INC -R4 |
| VANGUARD DEV MKT INDEX ADMIRAL |
| AMERICAN FUNDS EURPAC GR FD-R4 |
| COHEN & STEERS GLOBAL REALTY I |
| T. ROWE PRICE RETIRE 2050-ADV |
| VAN SELECTED VALUE – INV |
| JPMORGAN US SMALL COMPANY A |
| TRP INT US SM CAP CORE EQ I |
| VANGUARD EXT MKT IDX – ADMIRAL |
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