Investment options of ANCHOR HOCKING 401K PLAN
Total Available Funds: 32
| Investment Description |
|---|
| BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K |
| DODGE & COX STOCK FUND CLASS I |
| FIDELITY 500 INDEX FUND |
| FIDELITY BALANCED FUND |
| FIDELITY CONTRAFUND |
| FIDELITY FREEDOM BLEND 2005 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2010 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2015 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2020 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2025 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2030 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2035 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2040 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2045 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2050 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2055 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2060 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND 2065 FUND CLASS K6 |
| FIDELITY FREEDOM BLEND INCOME FUND CLASS K6 |
| FIDELITY GROWTH COMPANY FUND |
| FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FUND |
| FIDELITY US BOND INDEX FUND |
| HARTFORD INTL OPPS R6 FUND |
| INVESCO DEVELOPING MARKETS FUND CLASS Y |
| JANUS ENTERPRISE T FUND |
| JANUS TRITON T FUND |
| PIMCO REAL RETURN FUND INSTITUTIONAL CLASS |
| T. ROWE PRICE SMALL CAP VALUE FUND |
| VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES |
| VIRTUS CEREDEX MID CAP VALUE EQUITY FUND CL I |
| WESTERN ASSET CORE PLUS BOND FUND CLASS I |
| NEW YORK LIFE ANCHOR ACCOUNT POOLED SEPARATE ACCOUNT |
Investment model portfolios
We provide two types of investment model portfolios for ANCHOR HOCKING 401K 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 ANCHOR HOCKING 401K PLAN