Investment options of ATOMIC BRANDS INC 401(K) PLAN
Total Available Funds: 21
| Investment Option List |
|---|
| Vanguard GROUP BOND INDEX ADMIRAL CLASS (VBMFX) |
| Vanguard SHORT-TERM INFLATION PROTECTED (VTSPX) |
| Vanguard INDUSTRIALS INDEX ADMIRAL (VINAX) |
| Vanguard RESERVE FED MM FD |
| Vanguard SPECIALIZED DIV DIVIDEND APPREC INDEX ADM |
| Vanguard SMALL CAP VALUE INDEX ADMIRAL (VISVX) |
| Vanguard MID-CAP VALUE INDEX FD – ADMIRAL (VMVIX) |
| Vanguard INTL EQUITY INDEX (VEIPX) |
| Vanguard TELECOM SERVICES INDEX ADMIRAL (VTCAX) |
| Vanguard INFORMATION TECHOLOGY INDEX ADM (VAARX) |
| Vanguard HEALTH CARE INDEX ADMIRAL (VGHCX) |
| Vanguard LG CAP INDEX FUND ADML (VISVX) |
| Vanguard MID CAP INDEX ADMIRAL (VIMSX) |
| Vanguard GROWTH INDEX ADM (VTGLX) |
| Vanguard VALUE INDEX ADM (VTRIX) |
| Vanguard SM CAP INDEX ADMIRAL (VISVX) |
| Vanguard EXTENDED MARKET INDEX (VEXMX) |
| Vanguard INDEX 500 ADMIRAL (VFINX) |
| Vanguard DEVELOPED MARKETS INDEX ADM (VDMIX) |
| Vanguard EMERGING MARKETS STK ADM CL (HREDX) |
| Vanguard SPECIALIZED DIV REIT INDEX FUND ADM SHS (VGSIX) |
Investment model portfolios
We provide two types of investment model portfolios for ATOMIC BRANDS INC 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 ATOMIC BRANDS INC 401(K) PLAN