Investment options of BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN
Total Available Funds: 39
| Investment Option List |
|---|
| Dodge & Cox Dodge & Cox International Stock Fund X (DODFX) |
| Dodge & Cox Dodge & Cox Stock Fund X (DODFX) |
| Fidelity Fidelity |
| Fidelity Mid Cap (FIIMX) |
| Fidelity Small Cap Growth Fund (FCIGX) |
| Fidelity Small Cap (FSISX) |
| Fidelity US Bond (FSHBX) |
| American Funds Growth Fund of America (FAFGX) |
| JP Morgan JP Morgan Mid Cap Value Fund (MDFAX) |
| Mass Mutual Mass Mutual Select Mid Cap Growth Svc Fund (MEFYX) |
| T Rowe Price T Rowe Price International Discovery I Fund (PRIDX) |
| Vanguard Wellington Admiral Fund (VWENX) |
| Victory Sycamore Victory Sycamore Small Company Opp Fund (VSOIX) |
| State Street Target Retirement 2020 Fund (SSBJX) |
| State Street Target Retirement 2025 Fund (SSBPX) |
| State Street Target Retirement 2030 Fund (SSBUX) |
| State Street Target Retirement 2035 Fund (SSBZX) |
| State Street Target Retirement 2040 Fund (SSCLX) |
| State Street Target Retirement 2045 Fund (SSCUX) |
| State Street Target Retirement 2050 Fund (SSDFX) |
| State Street Target Retirement 2055 Fund (SSDMX) |
| State Street Target Retirement 2060 Fund (SSDTX) |
| State Street Target Retirement 2065 Fund (SSFJX) |
| State Street Target Retirement Income Fund (SSBBX) |
| Rates from 4.25% to 9.50% – |
| DODGE & COX INTL STOCK X Registered Investment Company (DODFX) |
| DODGE & COX STOCK FUND X Registered Investment Company (DODFX) |
| FIDELITY 500 INDEX Registered Investment Company (FRESX) |
| FIDELITY MID CAP INDEX Registered Investment Company (FIIMX) |
| FIDELITY SMALL CAP GROWTH K6 Registered Investment Company (FCIGX) |
| FIDELITY SMALL CAP INDEX Registered Investment Company (FSSJX) |
| FIDELITY US BOND INDEX Registered Investment Company (FBNDX) |
| GROWTH FUND OF AMERICA R6 Registered Investment Company |
| JP MORGAN MIDCAP VALUE L Registered Investment Company |
| MASS MUTUAL SLCT MDCP GTH SVC Registered Investment Company |
| T ROWE PRICE INTL DISCOVERY I Registered Investment Company (PRIDX) |
| VANGUARD WELLINGTON ADMIRAL SH Registered Investment Company |
| VICTORY SYC SMALL CO OPP R6 Registered Investment Company |
| LIMITED PARTNERSHIP Limited Partnership |
Investment model portfolios
We provide two types of investment model portfolios for BARR ENGINEERING CO. RETIREMENT SAVINGS 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 BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN