Investment options of AUTOSTORE SYSTEM, INC. 401(K) PLAN
Total Available Funds: 64
| Investment Option List |
|---|
| Vanguard Target Retirement 2035 Fund " (VTTHX) |
| Thornburg Limited Term Income Fund " (THIIX) |
| Vanguard Growth Index Fund Admiral Shares " (VIGAX) |
| iShares Russell 1000 Large-Cap Index Fund " (CIRPX) |
| Vanguard Target Retirement 2050 Fund " (VFIFX) |
| American Century Mid Cap Value Fund " (IACIX) |
| Vanguard Target Retirement 2060 Fund " (VTTSX) |
| Calvert Small-Cap Fund " (CSVIX) |
| American Funds American Balanced Fund " (GBLAX) |
| Neuberger Berman Genesis Fund " (NBGEX) |
| Vanguard Target Retirement Income Fund " (VTINX) |
| Voya Intermediate Bond Fund " (IICIX) |
| Voya Global Bond Fund " (IOSIX) |
| Vanguard Small Cap Value Index Fund Admiral Shares " (VSIAX) |
| Vanguard Target Retirement 2020 Fund " (VTWNX) |
| Vanguard Intermediate Term Investment Grade Fund Admiral Shares " (VFIDX) |
| Undiscovered Managers Behavioral Value Fund " (UBVLX) |
| Vanguard Target Retirement 2040 Fund " (VFORX) |
| State Street Equity 500 Index Fund " (STFAX) |
| American Funds Washington Mutual Investors Fund " (FWMMX) |
| PIMCO StocksPLUS International Fund Institutional Class " |
| Vanguard Target Retirement 2055 Fund " (VFFVX) |
| Lord Abbett High Yield Fund " (LAHYX) |
| Vanguard Target Retirement 2065 Fund " (VSXFX) |
| Vanguard International Growth Fund Admiral Shares " (VWILX) |
| Vanguard Target Retirement 2030 Fund " (VTHRX) |
| Schwab Fundamental International Large Company Index " (SFNNX) |
| iShares Russell Mid-Cap Index Fund " (BDBPX) |
| T. Rowe Price Global Stock Fund " (PRGSX) |
| DFA International Small Company Portfolio Institutional Class " (DISVX) |
| Vanguard Target Retirement 2045 Fund " (VTIVX) |
| VAN TARGET RETIRE 2025 (VTTVX) |
| VAN TARGET RETIRE 2035 |
| THORNBURG LIMITED TERM INC R6 (LTUIX) |
| VANGUARD GROWTH INDEX FUND ADM (VTGLX) |
| ISHARES RUSSELL 1000 LRG CAP K (CIRPX) |
| VAN TARGET RETIRE 2050 (PDTIX) |
| AMERICAN CENTURY MID CP VAL R6 |
| VAN TARG RETIRE 2060 |
| CALVERT SMALL CAP FUND – R6 (CSVIX) |
| AMERFUNDS AMER BALANCED – R6 |
| NEUBERGER BERMAN GENESIS – R6 (NBGEX) |
| VAN TARGET RETIRE INC |
| VOYA INTERMEDIATE BOND R6 (IICIX) |
| VOYA GLOBAL BOND R6 (IOSIX) |
| VANGUARD SM CAP VAL INDEX ADM (VSLVX) |
| VAN TARGET RETIRE 2020 |
| VANGUARD INT TERM INV GR AD |
| UNDISC MGRS BEHAVIORAL VAL R6 (MGRS) |
| VAN TARGET RETIRE 2040 (HARYX) |
| STATE ST EQUITY 500 INDEX K (STFAX) |
| AMERICAN FUNDS WAMU – R6 |
| PIMCO STOCKSPLUS INTL I |
| VAN TARGET RETIRE 2055 |
| LORD ABBETT HIGH YIELD FUND R6 (LAHYX) |
| VAN TARG RETIRE 2065 |
| VANGUARD INTL GRTH ADM (VAARX) |
| VAN TARGET RETIRE 2030 |
| SCHWAB FUNDMNTL INTL EQTY IDX (SFIVX) |
| ISHARES RUSSELL MIDCAP INDEX K |
| T ROWE PRICE GLOBAL STOCK I (PRGSX) |
| DFA INTERNATIONAL SM CO INST (HICFX) |
| VAN TARGET RETIRE 2045 (VTIVX) |
| NYL ANCHOR ACCOUNT |
Investment model portfolios
We provide two types of investment model portfolios for AUTOSTORE SYSTEM, 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 AUTOSTORE SYSTEM, INC. 401(K) PLAN