Investment options of BAE SYSTEMS APPLIED INTELLIGENCE GCS INC 401K PLAN
Total Available Funds: 23
| Investment Description |
|---|
| MACQUARIE MID CAP GROWTH Y 21,325 units |
| VGD EXTENDED MKT IDX ADM 38,608 units |
| VANGUARD TOT INTL STK IDX ADM 472,851 units |
| AM FNDS EUROPACIFIC GR R6 35,233 units |
| VANGUARD 500 INDEX ADMIRAL 1,445,271 units |
| JHNCK INV GRD BND R6 316,643 units |
| PIMCO INCOME INSTL 68,867 units |
| MFS VALUE R3 275,322 units |
| MFS MID CAP VALUE 426,889 units |
| TR PRICE ALL-CAP OPP 1,310,593 units |
| LRD ABBT DEVELOPING GR R6 420,941 units |
| COLUMBIA SM CP VALUE II ADV 147,386 units |
| VG INSTL TRGT RETIRE 2020 INST 80,902 units |
| VG INSTL TRGT RETIRE 2025 INST 521,728 units |
| VG INSTL TRGT RETIRE 2030 INST 447,627 units |
| VG INSTL TRGT RETIRE 2035 INST 449,764 units |
| VG INSTL TRGT RETIRE 2040 INST 214,373 units |
| VG INSTL TRGT RETIRE 2045 INST 274,554 units |
| VG INSTL TRGT RETIRE 2050 INST 252,511 units |
| VG INSTL TRGT RETIRE 2055 INST 320,300 units |
| VG INSTL TRGT RETIRE 2060 INST 9,222 units |
| VG INSTL TRGT RETIRE 2065 INST 35,459 units |
| VG INSTL TRGT RETIRE INC INST 61,530 units |
Investment model portfolios
We provide two types of investment model portfolios for BAE SYSTEMS APPLIED INTELLIGENCE GCS INC 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 BAE SYSTEMS APPLIED INTELLIGENCE GCS INC 401K PLAN