Investment options of C3.AI, INC. 401(K) PLAN
Total Available Funds: 36
| Investment Description |
|---|
| Assets held for investment purposes |
| participants 9.50% |
| AMERICAN FUNDS TRGTDT 2010 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2015 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2020 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2025 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2030 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2035 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2040 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2045 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2050 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2055 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2060 R6 Registered Investment Company |
| AMERICAN FUNDS TRGTDT 2065 R6 Registered Investment Company |
| BOND FUND OF AMERICA R6 Registered Investment Company |
| COHEN & STEERS REALTY INST CL Registered Investment Company |
| EUROPACIFIC GROWTH R6 Registered Investment Company |
| FIRST EAGLE GOLD FUND CL R6 Registered Investment Company |
| GOLDMAN SACHS GQG PTNRS INTL O Registered Investment Company |
| GQG PARTNERS EMERGING MKT EQR6 Registered Investment Company |
| HOOD RIVER SMLL CAP GROWTH RET Registered Investment Company |
| JANUS HENDERSON ENTERPRISE N Registered Investment Company |
| JHCOCK3 DISCIPLINED VAL MCP R6 Registered Investment Company |
| JP MORGAN EQUITY INCOME R6 Registered Investment Company |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company |
| OAKMARK R6 Registered Investment Company |
| PERMANENT PORTFOLIO I Registered Investment Company |
| PIMCO INCOME INSTITUTIONAL Registered Investment Company |
| PIMCO SHORT TERM FUND Registered Investment Company |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company |
| UNDISCOVERED MGRS BEHAV VAL R6 Registered Investment Company |
| VANGUARD GNMA ADM Registered Investment Company |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company |
| LIMITED PARTNERSHIP Limited Partnership |
Investment model portfolios
We provide two types of investment model portfolios for C3.AI, INC. 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 C3.AI, INC. 401(K) PLAN