Investment options of ANTOLIN 401(K) PLAN
Total Available Funds: 31
| Investment Description |
|---|
| Principal Global Investors Trust Co Prin LifeTime HYB 2030 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2040 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2035 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2025 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2045 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2050 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2020 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2055 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2015 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2065 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB 2060 CIT U |
| Principal Global Investors Trust Co Prin LifeTime HYB Inc CIT U |
| Principal Global Investors Trust Co Prin Lifetime HYB 2070 CIT U |
| Fidelity Investments Fidelity Adv Tech Z Fund |
| PIMCO Funds PIMCO Income Institutional Fd |
| BlackRock Hlth Sci Ops K Fd |
| The American Funds American Funds NewWorld R6 |
| American Funds Service Company Am Fds Am Bal R5 Fund |
| T. Rowe Price Funds T Rowe Price Gl Stock I Fund |
| American Century Investments Amer Century Sml Cap Val R6 Fd |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd |
| Western Asset Management Co. Western Asset Cr Pls Bd IS Fd |
| Victory Funds Victory Sycamore Est Val R6 Fd |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fd |
| Vanguard Group Vanguard Mtrl Index Adm Fund |
| Dimensional Fund Advisors DFA Global Equity I Fund |
| PGIM Investments PGIM Jennison Intl Opp R6 Fnd |
| Lord Abbett Dev Growth R6 Fund |
| Vanguard Group Vanguard Intl Value Inv Fund |
| T. Rowe Price Funds T. Rowe Price Real Assets I FD |
| from 4.25% to 10.50% |
Investment model portfolios
We provide two types of investment model portfolios for ANTOLIN 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 ANTOLIN 401(K) PLAN