Investment options of AE 401(K) PLAN 5% 90 DAY
Total Available Funds: 80
| Investment Description |
|---|
| American Funds New World R6 3,722 |
| BlackRock Commodity Strategies K 3,632 |
| BlackRock Global Allocation K 3,774 |
| BlackRock High Yield Bond Portfolio K 12,890 |
| BlackRock Mid-Cap Growth Equity K 2,765 |
| DFA Inflation-Protected Securities I 1,050 |
| Fidelity 500 Index 9,160 |
| Fidelity Advisor Intl Small Cap Z 84 |
| Fidelity Freedom Index 2010 Instl Prem 31 |
| Fidelity Freedom Index 2015 Instl Prem 28 |
| Fidelity Freedom Index 2020 Instl Prem 1,237 |
| Fidelity Freedom Index 2025 Instl Prem 7,815 |
| Fidelity Freedom Index 2030 Instl Prem 20,028 |
| Fidelity Freedom Index 2035 Instl Prem 26,699 |
| Fidelity Freedom Index 2040 Instl Prem 21,038 |
| Fidelity Freedom Index 2045 Instl Prem 8,146 |
| Fidelity Freedom Index 2050 Instl Prem 12,175 |
| Fidelity Freedom Index 2055 Instl Prem 22,620 |
| Fidelity Freedom Index 2060 Instl Prem 9,258 |
| Fidelity Freedom Index 2065 Instl Prem 5,348 |
| Fidelity Freedom Index 2070 Instl Prem 1,136 |
| Fidelity Freedom Index Inc Instl Prem 2,433 |
| Fidelity Mid Cap Index 6,270 |
| Fidelity Small Cap Index 8,037 |
| Fidelity Us Bond Index 13,448 |
| Franklin Small Cap Value R6 1,968 |
| Hartford International Opportunities R6 50,727 |
| Invesco Discovery R6 852 |
| JPMorgan Government Bond R6 11,863 |
| JPMorgan Large Cap Growth R6 16,330 |
| MFS Aggressive Growth Allocation R6 420 |
| MFS Conservative Allocation R6 666 |
| MFS Growth Allocation R6 3,921 |
| MFS Moderate Allocation R6 11,746 |
| PIMCO Income Instl 883 |
| Putnam Large Cap Value Trust I 25,261 |
| Ei Fixed Account – Series Class I |
| 1AGGPX 13,089.45 |
| 1MAGQX 98,747.87 |
| 1MAMPX 229,844.44 |
| 1MACQX 11,441.91 |
| 1FFGZX 27,950.01 |
| 1FRBUX 11,930.89 |
| 1FFWTX 407.34 |
| 1FIWFX 408.51 |
| 1FIWTX 19,824.10 |
| 1FFEDX 143,414.50 |
| 1FFEGX 383,281.17 |
| 1FFEZX 578,608.91 |
| 1FFIZX 480,967.90 |
| 1FFOLX 204,882.10 |
| 1FFOPX 290,050.90 |
| 1FFLDX 467,831.41 |
| 1FFLEX 166,182.54 |
| 1FFIKX 73,952.38 |
| 1RNWGX 276,708.19 |
| 1MKLOX 69,129.12 |
| 1FIQIX 2,670.93 |
| 1FTIHX 322,256.12 |
| 1IHOVX 901,854.83 |
| 1BCSKX 29,875.90 |
| 1PJEQX 32,886.05 |
| 1FSSNX 194,867.90 |
| 1FRSCV6 111,664.16 |
| 1ODIIX 109,058.35 |
| 1AMDVX 47,574.77 |
| 1BMGKX 105,569.28 |
| 1FSMDX 188,580.99 |
| 1FXAIX 1,563,400.49 |
| 1JLGMX 1,039,156.76 |
| 1PLCVTI 469,272.64 |
| 1BRHYX 90,188.70 |
| 1DIPSX 11,368.71 |
| 1FBKWX 748,508.44 |
| 1FXNAX 138,849.13 |
| 1OGGYX 112,456.54 |
| 1PIMIX 9,354.04 |
| 1PGTQX 8,855.00 |
| 1GWAQ35 1.450 858,362.01 |
| FORFEITURES 8,675.61 |
Investment model portfolios
We provide two types of investment model portfolios for AE 401(K) PLAN 5% 90 DAY 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 AE 401(K) PLAN 5% 90 DAY