Investment options of BUCKLE 401K PLAN
Total Available Funds: 16
| Investment Description |
|---|
| The Buckle, Inc. – The Buckle Stock Fund 405,675 shares |
| JP Morgan Mid Cap Value Fund 68,210 shares |
| Mass Mutual Mid Cap Growth Fund 117,200 shares |
| MFS New Discovery Value Fund 77,092 shares |
| Principal Small Cap Growth Fund 35,209 shares |
| FIAM Core Plus Commingled Pool Fund 181,826 shares |
| Northern Trust Collective Aggregate Bond Index Fund 7,175 shares |
| John Hancock Disciplined Value Fund 133,116 shares |
| Northern Trust Collective S&P 500 Index Fund 37,684 shares |
| Harbor Capital Appreciation Fund 474,275 shares |
| Northern Trust Collective Extended Market Index Fund 9,170 shares |
| Great Gray EuroPacific Growth Fund 197,315 shares |
| Northern Trust Collective MSCI ACWI ex-US IMI Index Fund 15,173 shares |
| FIAM Core Plus Commingled Pool Fund 181,826shares |
| John Hancock Disciplined Value Fund 133,116shares |
| Great Gray EuroPacific Growth Fund 197,315shares |
Investment model portfolios
We provide two types of investment model portfolios for BUCKLE 401K 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 BUCKLE 401K PLAN