Investment options of AUTHENTIC BRANDS, LLC 401(K) PLAN
Total Available Funds: 25
| Investment Description |
|---|
| SEI Cohen & Steers US Reality RS Fd |
| AmericanFunds American Funds Inflation Linked Bd R6 Fd |
| Dodge & Cox Dodge & Cox Income X Fund |
| Fidelity Investments Fidelity US Bond |
| State Street Global Advisors State Street Target Rt K Fund |
| State Street Global Advisors SGgA Target Ret 2020 K Fund |
| State Street Global Advisors SGgA Target Ret 2025 K Fund |
| State Street Global Advisors SGgA Target Ret 2030 K Fund |
| State Street Global Advisors SGgA Target Ret 2035 K Fund |
| State Street Global Advisors SGgA Target Ret 2040 K Fund |
| State Street Global Advisors SGgA Target Ret 2045 K Fund |
| State Street Global Advisors SGgA Target Ret 2050 K Fund |
| State Street Global Advisors SGgA Target Ret 2055 K Fund |
| State Street Global Advisors SGgA Target Ret 2060 K Fund |
| State Street Global Advisors SGgA Target Ret 2065 K Fund |
| Dodge & Cox Dodge & Cox Stock X Fund |
| Fidelity Investments Fidelity |
| Putnam Investments Putnam Large Cap Growth Fund Class Y |
| Fidelity Investments Fidelity Mid Cp |
| Fidelity Investments Fidelity Small Cap |
| Capital Research and Management Company American Funds NewWorld R6 |
| Fidelity Investments Fidelity International Idx Fd |
| Vanguard International Growth Fund – Admiral Shares |
| Vanguard International Value Inv Fund |
| rates of 9.0% to 10.5% |
Investment model portfolios
We provide two types of investment model portfolios for AUTHENTIC BRANDS, LLC 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 AUTHENTIC BRANDS, LLC 401(K) PLAN