Investment options of ARCHBOLD CONTAINER CORPORATION 401K PLAN
Total Available Funds: 33
| Investment Description |
|---|
| AQR Long-Short Equity I 2 8,990 |
| Baron Asset Fund I 4 80,555 |
| BlackRock High Yield Bond Portfolio K 5 2,861 |
| BlackRock iShares Russell 2000 Small-Cap Index Fund K 7 9,585 |
| BlackRock iShares Russell Mid-Cap Index Fund K 3 1,217 |
| BlackRock iShares Russell 1000 Large-Cap Index Fund K 1 52,565 |
| BNY Mellon Bond Market Index Fund I 8 4,803 |
| Columbia Contrarian Core Fund I3 1 19,428 |
| Fidelity Advisor Technology Fund – Class A 3 8,078 |
| Fidelity New Millennium Fund 5 2,898 |
| Fidelity Select Semiconductors Portfolio 5 ,954 |
| Harbor Capital Appreciation Fund I 5 67,744 |
| Invesco Oppenheimer International Growth Fund – Class R6 3 79,696 |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 2 5,618 |
| JPMorgan Large Cap Gr R6 1 0,919 |
| JPMorgan SmartRetirement 2020 Fund R6 8 89,704 |
| JPMorgan SmartRetirement 2025 Fund R6 1 ,792,785 |
| JPMorgan SmartRetirement 2030 Fund R6 1 ,676,151 |
| JPMorgan SmartRetirement 2035 Fund R6 7 75,962 |
| JPMorgan SmartRetirement 2040 Fund R6 1 ,605,069 |
| JPMorgan SmartRetirement 2045 Fund R6 4 42,475 |
| JPMorgan SmartRetirement 2050 Fund R6 1 ,153,871 |
| JPMorgan SmartRetirement 2055 Fund R6 2 4,455 |
| JPMorgan SmartRetirement 2060 Fund R6 4 6,788 |
| JPMorgan SmartRetirement Income Fund R6 4 26 |
| MFS Value Fund R6 8 4,788 |
| Nationwide GQG US Quality Equity Fund – Class R6 4 6,740 |
| NW Geneva Small Cap Growth Fund I 3 08,309 |
| Parnassus Midcap Fund 1 78 |
| Putnam Small Cap Value Fund Y 8 5,075 |
| Federated Hermes Government Obligations Fund Premier 9 ,911 |
| Nationwide Fixed Select 8 53,874 |
| NW FIXED SELECT OPTION FIXED ACCOUNT |
Investment model portfolios
We provide two types of investment model portfolios for ARCHBOLD CONTAINER CORPORATION 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 ARCHBOLD CONTAINER CORPORATION 401K PLAN