Investment options of BEACHBODY, LLC 401(K) PLAN
Total Available Funds: 23
| Investment Option List |
|---|
| American Funds EuroPacific Growth Fund; Class R-6 Registered Investment Company (FEPUX) |
| DFA Emerging Markets Portfolio; Institutional Class Shr Registered Investment Company (IGAEX) |
| JPMorgan Large Cap Growth Fund; Class R6 Registered Investment Company (SEEGX) |
| PIMCO RAE US Small Fund; Institutional Class Registered Investment Company (PCFIX) |
| Vanguard Extended Market Index Fund Admiral Shares Registered Investment Company (VEXMX) |
| Vanguard Institutional Target Retirement 2020 Fund Registered Investment Company (VTWNX) |
| Vanguard Institutional Target Retirement 2025 Fund Registered Investment Company (VTTVX) |
| Vanguard Institutional Target Retirement 2030 Fund Registered Investment Company (VTHRX) |
| Vanguard Institutional Target Retirement 2035 Fund Registered Investment Company (VTTHX) |
| Vanguard Institutional Target Retirement 2040 Fund Registered Investment Company (VFORX) |
| Vanguard Institutional Target Retirement 2045 Fund Registered Investment Company (VTIVX) |
| Vanguard Institutional Target Retirement 2050 Fund Registered Investment Company (VFIFX) |
| Vanguard Institutional Target Retirement 2055 Fund Registered Investment Company (VFFVX) |
| Vanguard Institutional Target Retirement 2060 Fund Registered Investment Company (VTTSX) |
| Vanguard Institutional Target Retirement 2065 Fund Registered Investment Company (VSXFX) |
| Vanguard Institutional Target Retirement 2070 Fund Registered Investment Company (VSVNX) |
| Vanguard Institutional Target Retirement Income Fund Registered Investment Company (VTINX) |
| MFS Mid Cap Value Fund; Class R6 Registered Investment Company (MCVIX) |
| Vanguard Equity Income Fund Admiral Shares Registered Investment Company (VEIPX) |
| Vanguard Institutional Index Fund Inst'l Shares Registered Investment Company |
| Vanguard Retirement Savings Trust III Collective Trust |
| Clearbridge Small Cap Growth CIT; Class R2 Collective Trust (SBPYX) |
| Ivy Mid Cap Growth CIT; Class C Collective Trust (IYMIX) |
Investment model portfolios
We provide two types of investment model portfolios for BEACHBODY, LLC 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 BEACHBODY, LLC 401(K) PLAN