Investment options of AGREX INC. 401(K) PLAN
Total Available Funds: 53
| Investment Description |
|---|
| Key Guaranteed Portfolio Fund Guaranteed investment contract |
| Notes receivable from participants range of 3.25% – 9.50% |
| 1LIJKX 15,417.43 |
| 1LIHKX 1,109,925.57 |
| 1LIPKX 43,393.18 |
| 1LIZKX 28,611.22 |
| 1LIWKX 12,897.94 |
| 1PBATX 3,385,662.32 |
| 1PDIZX 2,623,878.81 |
| 1PCDLX 3,688,449.02 |
| 1PBAMX 1,162,055.98 |
| 1PAFMX 332,867.76 |
| 1PACJX 355,132.90 |
| 1PAAKX 577,061.50 |
| 1PAEKX 980,506.61 |
| 1PCKJX 11.58 |
| 1RNWGX 92,975.80 |
| 1BTMKX 176,952.12 |
| 1DFIVX 631.00 |
| 1GSIMX 18,983.05 |
| 1GICUX 1.14 |
| 1MIDLX 30,775.69 |
| 1MRSKX 114,653.94 |
| 1OIDIX 8,295.62 |
| 1FTFGX 1,709.90 |
| 1VEMAX 85,942.17 |
| 1CSZIX 125,683.96 |
| 1EIPCX 47,529.31 |
| 1AASRX 39,426.34 |
| 1BDBKX 104,399.99 |
| 1DFFVX 358,522.96 |
| 1JGMNX 70,988.92 |
| 1VEXRX 154,655.68 |
| 1RPTIX 139,054.42 |
| 1VMGMX 442,853.04 |
| 1WFPRX 128,702.53 |
| 1APGZX 780,298.24 |
| 1WFSPX 820,672.83 |
| 1DDZRX 44,048.12 |
| 1DFLVX 215,450.51 |
| 1GLCUX 699,350.78 |
| 1PDGIX 58,622.12 |
| 1EVSRX 108,572.66 |
| 1RGVGX 73,451.02 |
| 1BCOIX 44,012.86 |
| 1BRHYX 146,160.95 |
| 1MKWIX 8,775.74 |
| 1PRRIX 177,640.80 |
| 1IIBZX 37,526.63 |
| 1SDBEMP 41,754.77 |
| 1SDBEMR 19,141.05 |
| 1KGPGW 1.450 224,374.07 |
| FORFEITURES 54,144.24 |
Investment model portfolios
We provide two types of investment model portfolios for AGREX INC. 401(K) 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 AGREX INC. 401(K) PLAN