Investment options of AXIENT 401(K) PLAN
Total Available Funds: 43
| Investment Description |
|---|
| Baird Baird Core Plus Bond |
| Charles Schwab Schwab Treasury Obligations Money Fund |
| Columbia Technology Growth |
| Delaware Funds Small Cap Core |
| Eaton Vance Funds Income Fund of Boston |
| Fidelity Investments Balanced Z |
| Fidelity Investments International Capital Appreciation |
| Fidelity Investments Managed Income Portfolio |
| Fidelity Investments International Small Capital Appreciation |
| Franklin Templeton Funds Small Cap Value |
| Invesco Funds Emerging Markets All Cap |
| Invesco Funds Small Cap Growth |
| JPMorgan Funds Mid Cap Growth |
| MFS International MFS International Diversified |
| PIMCO Funds Diversified Income |
| Pioneer Investments Bond Funds |
| T. Rowe Price Blue Chip Growth |
| T. Rowe Price Dividend Growth |
| T. Rowe Price Retirement Balanced |
| T. Rowe Price Retirement Income 2005 |
| T. Rowe Price Retirement Income 2010 |
| T. Rowe Price Retirement Income 2015 |
| T. Rowe Price Retirement Income 2020 |
| T. Rowe Price Retirement Income 2025 |
| T. Rowe Price Retirement Income 2030 |
| T. Rowe Price Retirement Income 2035 |
| T. Rowe Price Retirement Income 2040 |
| T. Rowe Price Retirement Income 2045 |
| T. Rowe Price Retirement Income 2050 |
| T. Rowe Price Retirement Income 2055 |
| T. Rowe Price Retirement Income 2060 |
| T. Rowe Price Retirement Income 2065 |
| Vanguard Funds Growth Index International |
| Vanguard Funds Health Care Index Admiral |
| Vanguard Funds Mid-Cap Index Fund Admiral |
| Vanguard Funds Small Cap Index Admiral |
| Vanguard Funds Vanguard Institutional Index |
| Vanguard Funds Windsor II Admiral |
| Victory Funds Sycamore Established Value |
| Victory Funds Pioneer Equity Inc. R6 |
| Virtus Funds KAR Mid Cap Core R6 |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
Investment model portfolios
We provide two types of investment model portfolios for AXIENT 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 AXIENT 401(K) PLAN