Investment options of Apache Corporation 401K Savings Plan
Total Available Funds: 30
| Investment Description |
|---|
| Allspring Allspring Special Mid Cap Value Fund – Class Inst – |
| American Beacon American Beacon Small Cap Value Fund – |
| BlackRock LifePath Index Retirement Fund – |
| BlackRock LifePath Index 2030 Fund – |
| BlackRock LifePath Index 2040 Fund – |
| BlackRock LifePath Index 2050 Fund – |
| BlackRock LifePath Index 2035 Fund – |
| BlackRock LifePath Index 2045 Fund – |
| BlackRock LifePath Index 2055 Fund – |
| BlackRock LifePath Index 2060 Fund – |
| Fidelity Investments Fidelity US Bond Index – |
| Fidelity Investments Fidelity Blue Chip Growth Commingled Pool A – |
| Fidelity Investments Fidelity Growth Company Commingled Pool A – |
| Fidelity Investments Fidelelity Low-Priced Stock Fund K6 – |
| Fidelity Investments Fidelity Puritan Fund K – |
| Fidelity Investments Fidelity 500 Index fund – |
| Fidelity Investments Fidelity Global ex U.S. Index Fund – |
| Fidelity Investments Fidelity Mid Cap Index Fund – |
| Fidelity Investments Fidelity Small Cap Index Fund – |
| JP Morgan JPMorgan Mid Cap Growth Fund-R6 – |
| Loomis Sayles Loomis Core Pl Bond – |
| T. Rowe Price U.S. High Yield Fund I Class – |
| Virtus KAR Small-Cap Growth Fund Class R6 – |
| WCM Investments WCM Focused Emerging Markets Fund Instl Class – |
| First Eagle First Eagle Gold R6 – |
| Invesco Comstock R6 Fund Stock Price – |
| American Funds New World R6 Fund Stock Price – |
| Apache Corporation Apache Corporation stock – |
| Fidelity Investments Fidelity MIP II Fund – |
| Notes receivables from participants ranging from 4.25% to 9.50% – |
Investment model portfolios
We provide two types of investment model portfolios for Apache Corporation 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 Apache Corporation 401K Savings Plan