Investment options of AXES PT RETIREMENT PLAN
Total Available Funds: 30
| Investment Option List |
|---|
| American Funds Am Balanced R6 Pooled Separate Account (GBLAX) |
| American Funds Cap W d Bd R6 Pooled Separate Account |
| American Funds EuroPacific R6 Pooled Separate Account |
| American Funds Nw Prspctv R6 Pooled Separate Account |
| American Funds Wash Mutual R6 Pooled Separate Account |
| Cohen&Steers Real Est S Fd Z Pooled Separate Account |
| Columbia SmCp Value Fnd II 13 Pooled Separate Account |
| DFA Infl-Prot Sec Port Ins Pooled Separate Account |
| DF A US Large Cap Gr Port Ins Pooled Separate Account |
| PIMCO Income Fund Ins Pooled Separate Account (GSAAX) |
| Vangrd 500 Index Fund Adm Pooled Separate Account |
| Vangrd Em Mkts Stk Ind Fd Adm Pooled Separate Account |
| Vangrd High-Yd Corp Fnd Adm Pooled Separate Account |
| Vangrd Int-Trm Bd Indx Fd Adm Pooled Separate Account |
| Vangrd Md-Cap Grw Index Fd Adm Pooled Separate Account |
| Vangrd Mid-Cap VI Indx Fnd Adm Pooled Separate Account |
| Vangrd Sm-Cap Grw Index Fd Adm Pooled Separate Account |
| Voya Gv Mny Mkt FA (Hid Acct) Pooled Separate Account |
| Voya Index Solution 2025 P Z Pooled Separate Account (ISZIX) |
| Voya Index Solution 2035 P Z Pooled Separate Account (ISQIX) |
| Voya Index Solution 2040 P Z Pooled Separate Account (ISNKX) |
| Voya Index Solution 2045 P Z Pooled Separate Account (ISRIX) |
| Voya Index Solution 2050 P Z Pooled Separate Account (ISNPX) |
| Voya Index Solution 2055 P Z Pooled Separate Account (IISNX) |
| Voya Index Solution 2060 P Z Pooled Separate Account (VSPAX) |
| Voya Index Solution 2065 P Z Pooled Separate Account (VIQAX) |
| Voya Index Solution Inc P Z Pooled Separate Account |
| iShares Russell 2000 Sm Cp In K Pooled Separate Account |
| iShares Russell Mid-Cap Idx K Pooled Separate Account |
| Voya Fixed Account ( 4450) Fixed Account |
Investment model portfolios
We provide two types of investment model portfolios for AXES PT RETIREMENT 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 AXES PT RETIREMENT PLAN