Investment options of BASIS GLOBAL TECHNOLOGIES, INC. 401(K) SAVINGS PLAN
Total Available Funds: 33
| Investment Description |
|---|
| GOLDMAN SACHS STABLE VALUE COLLECTIVE INVESTMENT TRUST INVESTOR SERIES CLASS 1 |
| ALLSPRING SPECIAL SMALL CAP VALUE FUND CLASS R6 |
| AMERICAN FUNDS NEW PERSPECTIVE FUND CLASS R6 |
| AMERICAN FUNDS NEW WORLD FUND CLASS R6 |
| BLACKROCK LIFEPATCH INDEX RETIREMENT FUND CLASS K SHARES |
| BLACKROCK LIFEPATH INDEX 2025 FUND CLASS K SHARES |
| BLACKROCK LIFEPATH INDEX 2030 FUND CLASS K SHARES |
| BLACKROCK LIFEPATH INDEX 2035 FUND CLASS K SHARES |
| BLACKROCK LIFEPATH INDEX 2040 FUND CLASS K SHARES |
| BLACKROCK LIFEPATH INDEX 2045 FUND CLASS K SHARES |
| BLACKROCK LIFEPATH INDEX 2050 FUND CLASS K SHARES |
| BLACKROCK LIFEPATH INDEX 2055 FUND CLASS K SHARES |
| BLACKROCK LIFEPATH INDEX 2060 FUND CLASS K SHARES |
| DFA INTERNATIONAL SUSTAINABILITY CORE 1 PORTFOLIO |
| DFA REAL ESTATE SECURITIES PORTFOLIO INSTITUTIONAL CLASS |
| FIDELITY BROKERAGELINK – MONEY MARKET FUND, MUTUAL FUNDS, AND COMMON STOCK |
| FIDELITY INVESTMENTS INTERNATIONAL INDEX FUND |
| FIDELITY INVESTMENTS U. S. BOND INDEX FUND |
| FRANKLIN UTILITIES FUND CLASS R6 |
| GOLDMAN SACHS INFLATION PROTECTED SECURITIES FUND CLASS R6 SHARES |
| JP MORGAN LARGE CAP GROWTH FUND CLASS R6 |
| LOOMIS SAYLES CORE PLUS BOND FUND CLASS N |
| LORD ABBETT GLOBAL TOTAL RETURN FUND CLASS R6 |
| PGIM INCOME FUND INSTITUTIONAL CLASS |
| PIMCO LARGE CAP VALUE FUND CLASS R6 |
| PUTNAM 500 INDEX FUND ADMIRAL SHARES |
| VANGUARD ENERGY FUND ADMIRAL SHARES |
| VANGUARD EXPLORER FUND ADMIRAL SHARES |
| VANGUARD HIGH-YIELD CORPORATE FUND ADMIRAL SHARES |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND ADMIRAL SHARES |
| VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES |
| VANGUARD MID-CAP GROWTH INDEX FUND ADMIRAL SHARES |
| VANGUARD MID-CAPE |
Investment model portfolios
We provide two types of investment model portfolios for BASIS GLOBAL TECHNOLOGIES, INC. 401(K) 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 BASIS GLOBAL TECHNOLOGIES, INC. 401(K) SAVINGS PLAN