Investment options of ASSUREDPARTNERS PEP
Total Available Funds: 33
| Investment Description |
|---|
| 1CIGCR1 21,673.91 |
| 1DFSVX 441,351.14 |
| 1FBAVX 115,002.14 |
| 1FBKWX 314,288.06 |
| 1FIHLX 89,041.83 |
| 1FSMDX 362,500.59 |
| 1FSPSX 845,598.39 |
| 1FSSNX 290,649.67 |
| 1FXAIX 2,559,485.23 |
| 1H0047A 647,895.78 |
| 1H0083A 1,325,108.25 |
| 1JDEUX 179,750.05 |
| 1MFSMVS 440,332.72 |
| 1MKWIX 286,682.13 |
| 1PLKGX 236,158.41 |
| 1RGBGX 458,059.85 |
| 1RNPGX 817,288.73 |
| 1TFITX 473,220.22 |
| 1TLFIX 220,799.70 |
| 1TLHIX 3,269,744.07 |
| 1TLLIX 3,323,526.48 |
| 1TLQIX 2,317,604.08 |
| 1TLTIX 1,492.10 |
| 1TLWIX 586,941.37 |
| 1TLXIX 2,656,285.19 |
| 1TLYIX 3,613,000.78 |
| 1TLZIX 3,690,872.51 |
| 1TRILX 733,137.75 |
| 1TTIIX 2,250,565.61 |
| 1TVIIX 1,696,906.19 |
| 1WTFSMR 124,338.83 |
| 1GWAQ35 1.450 437,420.09 |
| FORFEITURES 182,141.79 |
Investment model portfolios
We provide two types of investment model portfolios for ASSUREDPARTNERS PEP 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 ASSUREDPARTNERS PEP