Investment options of ADVANSTAFF, INC. 401(K) PLAN & TRUST
Total Available Funds: 111
| Investment Option List |
|---|
| Vanguard Intermediate-Term Bond Index Ad (VBIIX) |
| BlackRock iShares MSCI EAFE International Index K (BTMPX) |
| Fidelity investments Fidelity SDBA |
| Vanguard Consumer Staples Index (VCSAX) |
| Fidelity investments Fidelity 500 Index (FUSEX) |
| Vanguard Information Technology Index Ad (VITAX) |
| Fidelity investments Fidelity US Bond Index (FSHBX) |
| Vanguard Growth Index Admiral (VQNPX) |
| Vanguard Mid Cap Index Admiral (VIMSX) |
| Vanguard Target Retirement 2035 (VTTHX) |
| Vanguard Target Retirement 2045 (VTIVX) |
| Vanguard Utilities Index Admiral (VUIAX) |
| Dimensional Fund Advisors DFA U.S. Large Company Portfolio (DUSLX) |
| Vanguard Small Cap Growth Index Adm (VISGX) |
| Vanguard Target Retirement 2025 (VTTVX) |
| Vanguard Value Index Admiral (VTRIX) |
| Vanguard Target Retirement 2030 (VTHRX) |
| Vanguard Target Retirement 2050 (VFIFX) |
| Vanguard Small Cap Index Admiral (VISVX) |
| Franklin Templeton Investments Franklin Utilities R6 (FKUTX) |
| Vanguard Target Retirement 2040 (VFORX) |
| PGIM Investments Prudential High Yield Z (PHYPX) |
| Vanguard Small Cap Value Index Adm (VISVX) |
| Vanguard Short-Term Federal Admiral (VSGBX) |
| Vanguard Target Retirement 2020 (VTWNX) |
| Vanguard Energy Index Admiral (VGENX) |
| Fidelity investments Fidelity Mid Cap Index (FIIMX) |
| Invesco Oppenheimer Gold & Special Miner (OGMCX) |
| Fidelity investments Fidelity Advisor Emerging Asia I (FERIX) |
| Vanguard Materials Index Adm (VAARX) |
| Fidelity investments Fidelity Emerging Markets Index (FMKIX) |
| Vanguard Short-Term Inf Prot Index Admir (VFISX) |
| Vanguard Target Retirement 2060 (VTTSX) |
| Vanguard Short-Term Bond Index Admiral (VBISX) |
| Vanguard Target Retirement 2055 (VFFVX) |
| Nuveen TIAA-CREF Lifecycle Index 2030 Fund Inst (TCLNX) |
| Vanguard Inflation Protected Securities (VIPSX) |
| Dodge & Cox Dodge & Cox Stock (DODFX) |
| Vanguard Target Retirement 2065 Inv (VSXFX) |
| Capital Group American Small Cap World Fund CL R6 |
| Nuveen TIAA-CREF Lifecycle Index 2035 Fund Inst (TCLRX) |
| Nuveen TIAA-CREF Lifecycle Index 2050 Fund Inst (TFTIX) |
| Vanguard Target Retirement 2070 (VSVNX) |
| Vanguard Mid Cap Value Index Admiral (VMVIX) |
| Nuveen TIAA-CREF Lifecycle Index 2020 Fund Inst (TCLTX) |
| Nuveen TIAA-CREF Lifecycle Index 2045 Fund Inst (TTFIX) |
| Nuveen TIAA-CREF Lifecycle Index 2025 Fund Inst (TCLFX) |
| Nuveen TIAA-CREF Lifecycle Index 2060 Fund Inst (TLXHX) |
| Victory Capital Management Inc. Victory Intermediate Bond Fund R6 (VBIIX) |
| Fidelity investments Fidelity Small Cap Index (FSISX) |
| Nuveen TIAA-CREF Lifecycle Index 2055 Fund Inst (TTRLX) |
| Capital Group American Funds EuroPacifc R6 |
| Vanguard Target Retirement Income (VTINX) |
| Nuveen TIAA-CREF Lifecycle Index 2040 Fund Inst (TCLOX) |
| Nuveen TIAA-CREF Lifecycle Index 2015 Fund Inst (TCLIX) |
| New York Life Investments Reliance NY Life Anchor Series 1 CL |
| BlackRock BTMKX – iShares MSCI EAFE International Index Fund Class K (BTMKX) |
| Dimensional Advisors DFUSX – DFA U.S. Large Company Portfolio (DFUSX) |
| Dodge & Cox DODGX – Dodge & Cox Stock |
| Fidelity FERIX – Fidelity Advisor Emerging Asia I (FERIX) |
| Fidelity FPADX – Fidelity Emerging Markets Index (FPADX) |
| Fidelity FSMDX – Fidelity Mid Cap Index (FSMDX) |
| Fidelity FSSNX – Fidelity Small Cap Index (FSSNX) |
| Franklin/Templeton FUFRX – Franklin Utilities Fund Class R6 (FUFRX) |
| Fidelity FXAIX – Fidelity (FXAIX) |
| Fidelity FXNAX – Fidelity US Bond (FXNAX) |
| Oppenheimer Funds OGMIX – Oppenheimer Gold & Special Minerals I (OGMIX) |
| Prudential PHYZX – Prudential High Yield Z |
| Reliance Trust QEWFQ – Reliance Ny Life Anchor Series 1 Cl |
| American Funds RERGX – American Funds EuroPacific R6 |
| American Funds RLLGX – American Small Cap World Fund CL R6 (RLLGX) |
| TIAA-CREF TLFIX – TIAA-CREF Lifecycle Index 2015 Fund Inst (TLFIX) |
| TIAA-CREF TLHIX – TIAA-CREF Lifecycle Index 2030 Fund Inst (TLHIX) |
| TIAA-CREF TLLIX – TIAA-CREF Lifecycle Index 2050 Fund Inst (TLLIX) |
| TIAA-CREF TLQIX – TIAA-CREF Lifecycle Index 2025 Fund Inst (TLQIX) |
| TIAA-CREF TLWIX – TIAA-CREF Lifecycle Index 2020 Fund Inst (TLWIX) |
| TIAA-CREF TLXIX – TIAA-CREF Lifecycle Index 2045 Fund Inst (TLXIX) |
| TIAA-CREF TLYIX – TIAA-CREF Lifecycle Index 2035 Fund Inst (TLYIX) |
| TIAA-CREF TLZIX – TIAA-CREF Lifecycle Index 2040 Fund Inst (TLZIX) |
| TIAA-CREF TTIIX – TIAA-CREF Lifecycle Index 2055 Fund Inst (TTIIX) |
| TIAA-CREF TVIIX – TIAA-CREF Lifecycle Index 2060 Fund Inst (TVIIX) |
| Victory URIBX – Victory Intermediate Bond Fund R6 (URIBX) |
| Vanguard VAIPX – Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) |
| Vanguard VBILX – Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) |
| Vanguard VBIRX – Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) |
| Vanguard VCSAX – Vanguard Consumer Staples Index (VCSAX) |
| Vanguard VENAX – Vanguard Energy Index Admiral (VENAX) |
| Vanguard VFFVX – Vanguard Target Retirement 2055 (VFFVX) |
| Vanguard VFIFX – Vanguard Target Retirement 2050 (VFIFX) |
| Vanguard VFORX – Vanguard Target Retirement 2040 (VFORX) |
| Vanguard VIGAX – Vanguard Growth Index Admiral (VIGAX) |
| Vanguard VIMAX – Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) |
| Vanguard VITAX – Vanguard Information Technology Index Fund Admiral Shares (VITAX) |
| Vanguard VLXVX – Vanguard Target Retirement 2065 Inv (VLXVX) |
| Vanguard VMIAX – Vanguard Materials Index Adm (VMIAX) |
| Vanguard VMVAX – Vanguard Mid Cap Value Index Admiral (VMVAX) |
| Vanguard VSGAX – Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) |
| Vanguard VSGDX – Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) |
| Vanguard VSIAX – Vanguard Small Cap Value Index Fund Admiral Shares (VSIAX) |
| Vanguard VSMAX – Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) |
| Vanguard VSVNX – Vanguard Target Retirement 2070 (VSVNX) |
| Vanguard VTAPX – Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) |
| Vanguard VTHRX – Vanguard Target Retirement 2030 (VTHRX) |
| Vanguard VTINX – Vanguard Target Retirement Income (VTINX) |
| Vanguard VTIVX – Vanguard Target Retirement 2045 (VTIVX) |
| Vanguard VTTHX – Vanguard Target Retirement 2035 (VTTHX) |
| Vanguard VTTSX – Vanguard Target Retirement 2060 (VTTSX) |
| Vanguard VTTVX – Vanguard Target Retirement 2025 (VTTVX) |
| Vanguard VTWNX – Vanguard Target Retirement 2020 (VTWNX) |
| Vanguard VUIAX – Vanguard Utilities Index Admiral (VUIAX) |
| Vanguard VVIAX – Vanguard Value Index Fund Admiral Shares (VVIAX) |
Investment model portfolios
We provide two types of investment model portfolios for ADVANSTAFF, INC. 401(K) PLAN & 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 ADVANSTAFF, INC. 401(K) PLAN & TRUST