Investment options of BOSTON BALLET 403(B) RETIREMENT PLAN
Total Available Funds: 68
| Investment Description |
|---|
| American Funds 2055 Target Retirement R6 " |
| American Funds 2010 Target Retirement R6 " |
| American Funds 2015 Target Retirement R6 " |
| American Funds 2020 Target Retirement R6 " |
| American Funds 2025 Target Retirement R6 " |
| American Funds 2030 Target Retirement R6 " |
| American Funds 2035 Target Retirement R6 " |
| American Funds 2040 Target Retirement R6 " |
| American Funds 2045 Target Retirement R6 " |
| American Funds 2050 Target Retirement R6 " |
| American Funds 2060 Target Retirement R6 " |
| American Funds 2065 Target Retirement R6 " |
| Cohen & Steers Global Realty Fund " |
| Fidelity International Index Fund " |
| Fidelity 500 Index Fund " |
| Fidelity Contrafund Fund " |
| Fidelity Small Cap Index Fund Institutional Premium Class " |
| Fidelity Mid Cap Index Fund " |
| Loomis Sayles Small Cap Growth Fund " |
| MFS International Growth Fund R5 " |
| MFS Mid Cap Growth Fund " |
| Parnassus Core Equity Fund " |
| Putnam Large Cap Value Fund Class R6 " |
| T. Rowe Price Mid Cap Value Fund " |
| Vanguard Emerging Markets Stock Index Fund " |
| Wells Fargo Special Small Cap Value Fund " |
| Blackrock Strategic Income Opportunity Fund " |
| Dodge & Cox Income Fund " |
| Fidelity U.S. Bond Index Fund " |
| BNY Mellon Sustainable US Equity Fund Pooled separate account |
| Fidelity VIP Asset Manager Initial Fund " |
| Fidelity VIP Equity Income Initial Fund " |
| Fidelity VIP Equity Income Service Fund " |
| Fidelity VIP Growth Initial Fund " |
| Fidelity VIP Value Strategic Service Fund " |
| Invesco V.I. Core Bond Plus Fund " |
| Invesco Oppenheimer Global Fund " |
| LVIP Trust American Century Disciplined Core Value Fund " |
| Nationwide NVIT Allspring Discovery Fund " |
| Nationwide NVIT Dynamic US Core " |
| Nationwide NVIT Dynamic US Equity Income " |
| American Funds 2055 Target Date R6 " |
| American Funds 2010 Target Date R6 " |
| American Funds 2015 Target Date R6 " |
| American Funds 2020 Target Date R6 " |
| American Funds 2025 Target Date R6 " |
| American Funds 2030 Target Date R6 " |
| American Funds 2035 Target Date R6 " |
| American Funds 2040 Target Date R6 " |
| American Funds 2045 Target Date R6 " |
| American Funds 2050 Target Date R6 " |
| American Funds 2060 Target Date R6 " |
| American Funds 2065 Target Date R6 " |
| Cohen & Steers Global Realty " |
| Fidelity International Index " |
| Fidelity Contrafund " |
| Fidelity Small Cap Index " |
| Loomis Sayles Bond Instl " |
| MFS International Growth R6 " |
| MFS Mid Cap Growth R6 " |
| Putnam Large Cap Value R6 " |
| T Rowe Mid Cap Value " |
| Vanguard Emerging Mkts Stk Index Inv " |
| All Springs Special Small Cap Value Fund Cl R6 " |
| Blackrock Strategic Income Opps I " |
| Dodge & Cox Income " |
| Fidelity US Bond Index " |
| Nationwide Pooled Separate Accounts |
Investment model portfolios
We provide two types of investment model portfolios for BOSTON BALLET 403(B) RETIREMENT 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 BOSTON BALLET 403(B) RETIREMENT PLAN