Investment options of BLAZE 401(K) PLAN
Total Available Funds: 67
| Investment Description |
|---|
| Baird Agreegate Bond Institutional Fund |
| BlackRock Advantage Small Cap Growth Institutional Fund |
| BlackRock High Yield Bond Institutional Fund |
| Carillon Eagle Mid Cap Growth A Fund |
| DFA US Targeted Value I Fund |
| DFA Emerging Markets Core Equity Fund |
| Dodge & Cox Balanced X Fund |
| Dodge & Cox International Stock X Fund |
| Fidelity |
| Fidelity International |
| Fidelity Large Cap Growth |
| Fidelity Large Cap Value |
| Fidelity Mid Cap |
| Fidelity Small Cap |
| Fidelity US Bond Index |
| Harbor Capital Appreciation Institutional Fund |
| Longleaf Partners Small Cap Fund |
| T. Rowe Price Retirement 2020 TR G |
| T. Rowe Price Retirement 2025 TR G |
| T. Rowe Price Retirement 2030 TR G |
| T. Rowe Price Retirement 2035 TR G |
| T. Rowe Price Retirement 2040 TR G |
| T. Rowe Price Retirement 2045 TR G |
| T. Rowe Price Retirement 2050 TR G |
| T. Rowe Price Retirement 2055 TR G |
| T. Rowe Price Retirement 2060 TR G |
| T. Rowe Price Retirement 2065 TR G |
| Vanguard Equity Income Fund Admiral |
| Vanguard Inflation-Protected Securities Admiral Fund |
| Vanguard Selected Value Investor Fund |
| Rates from 4.25% to 9.50% – |
| 1DOXBX 2,103,278.99 |
| 1TRP20G 639,680.84 |
| 1TRP30G 5,980,140.47 |
| 1TRP35G 4,859,733.65 |
| 1TRP40G 4,390,036.79 |
| 1TRP45G 3,274,482.20 |
| 1TRP50G 2,705,953.28 |
| 1TRP55G 2,057,963.83 |
| 1TRP60G 1,651,507.11 |
| 1TRP65G 603,227.18 |
| 1RERGX 1,440,304.32 |
| 1DFCEX 317,374.94 |
| 1DOXFX 791,446.01 |
| 1FSPSX 517,635.61 |
| 1TRP25G 1,553,929.11 |
| 1PSGIX 265,901.69 |
| 1DFFVX 670,152.25 |
| 1FSSNX 1,283,531.99 |
| 1LLSCX 1,031,372.57 |
| 1HAGAX 1,118,869.91 |
| 1FSMDX 750,512.91 |
| 1VASVX 587,662.36 |
| 1FSPGX 2,184,329.67 |
| 1FLCOX 2,202,680.83 |
| 1FXAIX 3,115,590.23 |
| 1HACAX 3,792,157.83 |
| 1VEIRX 1,268,553.12 |
| 1BAGIX 640,209.44 |
| 1BHYIX 253,145.01 |
| 1FTKFX 646,533.70 |
| 1FXNAX 279,537.46 |
| 1VAIPX 207,937.86 |
| 1SDBEMP 13,764.76 |
| 1SDBEMR 10,148.06 |
| 1PCSV20 2,937,517.70 |
| FORFEITURES 11,079.28 |
Investment model portfolios
We provide two types of investment model portfolios for BLAZE 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 BLAZE 401(K) PLAN