Investment options of ANDURIL INDUSTRIES 401(K) PLAN
Total Available Funds: 39
| Investment Description |
|---|
| Vanguard Group Bond Index Admiral Mutual Fund |
| Vanguard Long-Term Bond Index Fund Admiral Shares Mutual Fund |
| Vanguard Group Short-Term Bond Index Admiral Mutual Fund |
| Vanguard Group Intermediate-Term Bond Index Admiral Mutual Fund |
| Vanguard High Dividend Yield Index Fund Admiral Mutual Fund |
| Vanguard Short-Term Inflation Protected Securities Index Adm Mutual Fund |
| Vanguard Funds Total International Bond Index Mutual Fund |
| Vanguard Industrials Index Admiral Mutual Fund |
| Vanguard Group Reserve Fed MM Fd Mutual Fund |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Mutual Fund |
| Vanguard Group FTSE Social Index Mutual Fund |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund |
| Vanguard Group Mid-Cap Value Index Fd – Admiral Mutual Fund |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund |
| Vanguard International Dividend Appreciation ETF Mutual Fund |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund |
| Vanguard Utilities Index Admiral Mutual Fund |
| Vanguard Telecom Services Index Admiral Mutual Fund |
| Vanguard Materials Index Admiral Mutual Fund |
| Vanguard Information Technology Index Adm Mutual Fund |
| Vanguard Health Care Index Admiral Mutual Fund |
| Vanguard Financials Index Adm Mutual Fund |
| Vanguard Energy Index Admiral Mutual Fund |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund |
| Vanguard Group Mid Cap Index Admiral Mutual Fund |
| Vanguard Group Growth Index Adm Mutual Fund |
| Vanguard Group Value Index Adm Mutual Fund |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund |
| Vanguard Group Extended Market Index Mutual Fund |
| Vanguard Group Index 500 Admiral Mutual Fund |
| Vanguard Group Total Stock Index Admiral Class Mutual Fund |
| Vanguard Group Total Instl Stock Index Adm Mutual Fund |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares Mutual Fund |
| Vanguard Funds Developed Markets Index Adm Mutual Fund |
| Vanguard Pacific Stock Index Fund Admiral Shares Mutual Fund |
| Vanguard European Stock Index Fund Admiral Shares Mutual Fund |
| Vanguard Emerging Markets Stk Mutual Fund |
| Vanguard Group Reit Index Fund Adm Shs Mutual Fund |
Investment model portfolios
We provide two types of investment model portfolios for ANDURIL INDUSTRIES 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 ANDURIL INDUSTRIES 401(K) PLAN