Investment options of CANNON CORPORATION 401(K) PROFIT SHARING PLAN
Total Available Funds: 30
| Investment Description |
|---|
| AMERICAN FUNDS FUNDAMENTAL INVTRS SMPOOLED SEPARATE ACCOUNT |
| AMERICAN FUNDS NEW PERSPECTIVE FUND POOLED SEPARATE ACCOUNT |
| BLACKROCK EQUITY DIVIDEND FUND POOLED SEPARATE ACCOUNT |
| CARILLON EAGLE SMALL CAP GROWTH FUND POOLED SEPARATE ACCOUNT |
| CRM MID CAP VALUE FUND POOLED SEPARATE ACCOUNT |
| PIMCO REAL RETURN FUND POOLED SEPARATE ACCOUNT |
| PIONEER STRATEGIC INCOME FUND POOLED SEPARATE ACCOUNT |
| VOYA FIXED ACCOUNT UNALLOCATED GENERAL ACCOUNT |
| VOYA HIGH YIELD PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION 2025 PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION 2030 PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION 2035 PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION 2040 PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION 2045 PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION 2050 PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION 2055 PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION 2060 PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION 2065 PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INDEX SOLUTION INCOME PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INTERMEDIATE BOND FUND POOLED SEPARATE ACCOUNT |
| VOYA INTERNATIONAL INDEX PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA LARGE CAP GROWTH PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA RUSSELL LARGE CAP INDEX PORTFOLIO POOLED SEPARATE ACCOUNT |
| VY COLUMBIA SMALL CAP VALUE II PORTFOLIO POOLED SEPARATE ACCOUNT |
| VY JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO POOLED SEPARATE ACCOUNT |
| VY T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INTL HIGH DIVIDEND LOW VOLATILITY PORTFOLIO POOLED SEPARATE ACCOUNT |
| VIRTUS CEREDEX MID CAP VALUE EQUITY FUND POOLED SEPARATE ACCOUNT |
| MONEY MARKET FUND MONEY MARKET |
Investment model portfolios
We provide two types of investment model portfolios for CANNON CORPORATION 401(K) PROFIT SHARING 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 CANNON CORPORATION 401(K) PROFIT SHARING PLAN