Investment options of AVNET 401K PLAN
Total Available Funds: 26
| Investment Description |
|---|
| JPMorgan Large Cap Growth Fund Class R6 |
| Fidelity Management Trust Company Fidelity Diversified International K6 Fund |
| Fidelity Management Trust Company Fidelity Equity-Income K6 Fund |
| Fidelity Management Trust Company Fidelity US Bond Index |
| Fiam Fiam Core Plus Class F |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio II |
| Fidelity Management Trust Company Fidelity Low Priced Stock Commingled Pool Class A Fund |
| Franklin Templeton Franklin Small-Mid Cap Growth GG Trust CIT Fee Class R |
| Geode Capital Management, LLC Spartan Global EX US Index Class C |
| Geode Capital Management, LLC Spartan Extended Market Index Pool Class C |
| Geode Capital Management, LLC Spartan 500 Index Pool Class C |
| T. Rowe Price Retirement 2005 Fund |
| T. Rowe Price Retirement 2010 Fund |
| T. Rowe Price Retirement 2015 Fund |
| T. Rowe Price Retirement 2020 Fund |
| T. Rowe Price Retirement 2025 Fund |
| T. Rowe Price Retirement 2030 Fund |
| T. Rowe Price Retirement 2035 Fund |
| T. Rowe Price Retirement 2040 Fund |
| T. Rowe Price Retirement 2045 Fund |
| T. Rowe Price Retirement 2050 Fund |
| T. Rowe Price Retirement 2055 Fund |
| T. Rowe Price Retirement 2060 Fund |
| T. Rowe Price Retirement 2065 Fund |
| Avnet, Inc. Common Stock Employer Securities |
| maturing through November 2029 -0- |
Investment model portfolios
We provide two types of investment model portfolios for AVNET 401K 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 AVNET 401K PLAN