Investment options of AHEAD INC. 401K SAVINGS PLAN
Total Available Funds: 26
| Investment Description |
|---|
| 1TRILX 3,264,167.54 |
| 1TLFIX 113,006.09 |
| 1TLWIX 380,578.49 |
| 1TLQIX 1,668,526.82 |
| 1TLHIX 4,610,755.06 |
| 1TLYIX 8,799,126.06 |
| 1TLZIX 13,305,898.70 |
| 1TLXIX 16,980,059.92 |
| 1TLLIX 15,239,806.07 |
| 1TTIIX 7,766,331.74 |
| 1TVIIX 6,577,273.40 |
| 1FSPSX 7,134,820.06 |
| 1H0028A 4,348,961.51 |
| 1DFFVX 1,505,319.76 |
| 1FSSNX 4,288,945.37 |
| 1VRSGX 2,298,760.68 |
| 1FSMDX 4,902,044.91 |
| 1JMVYX 1,112,138.22 |
| 1OTCKX 1,910,419.19 |
| 1FXAIX 23,033,147.41 |
| 1MEIKX 1,269,147.17 |
| 1H0071A 7,498,311.46 |
| 1DOXIX 2,567,786.18 |
| 1FXNAX 6,924,539.83 |
| 1VMFXX 1,984,498.77 |
| FORFEITURES 8,702.73 |
Investment model portfolios
We provide two types of investment model portfolios for AHEAD INC. 401K 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 AHEAD INC. 401K SAVINGS PLAN