Investment options of AVION SOLUTIONS, INC. 401(K) PLAN
Total Available Funds: 34
| Investment Option List |
|---|
| <div> |
| <ul> |
| <li>The American Funds Amer Funds Amer Bal R6 Fd $ 0.00</li> |
| <li>The American Funds American Funds NewPrsp R6 Fnd $ 0.00</li> |
| <li>BlackRock BlackRock HY Portfolio K Fund $ 0.00</li> |
| <li>Columbia Funds Columbia Global Tech Gr I3 $ 0.00</li> |
| <li>Fidelity Investments Fidelity Mid Cp Index Fund $ 0.00</li> |
| <li>Goldman Sachs Goldman Sachs Fin Sq Gov R6 Fd $ 0.00</li> |
| <li>JP Morgan Funds JP Morgan Mid Cap Growth R6 Fd $ 0.00</li> |
| <li>PIMCO Funds PIMCO Income Institutional Fd $ 0.00</li> |
| <li>PIMCO Funds PIMCO StksPLUS Lng Dur Inst Fd $ 0.00</li> |
| <li>T. Rowe Price Funds T. Rowe Price Hlth Sci Fd $ 0.00</li> |
| <li>Vanguard Group Vanguard Dev Mkts Index Adm Fd $ 0.00</li> |
| <li>Vanguard Group Vanguard Fin Index Adm Fd $ 0.00</li> |
| <li>Vanguard Group Vanguard Growth Index Adm Fund $ 0.00</li> |
| <li>Vanguard Group Vanguard Int-Tm Bd Idx Adm Fd $ 0.00</li> |
| <li>Vanguard Group Vanguard Sm Cap Gr Idx Adm Fd $ 0.00</li> |
| <li>Vanguard Group Vanguard Sm Cap Val Idx Adm Fd $ 0.00</li> |
| <li>Vanguard Group Vanguard Value Index Adm Fund $ 0.00</li> |
| <li>Vanguard Group VANGUARD INFO TECH IDX ADM FD $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT INC INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2020 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2025 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2030 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2035 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2040 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2045 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2050 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2055 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2060 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2065 INV FUND $ 0.00</li> |
| <li>Vanguard Group VANGUARD TGT RMT 2070 INV FUND $ 0.00</li> |
| </ul> |
| </div> |
Investment model portfolios
We provide two types of investment model portfolios for AVION SOLUTIONS, 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 AVION SOLUTIONS, INC. 401(K) PLAN