Investment options of CENTERPOINT PROPERTIES TRUST 401K PLAN
Total Available Funds: 64
| Investment Description |
|---|
| MFS INTL DIVERSIFICATION R6 Registered Investment Fund |
| FIDELITY CONTRAFUND – K Registered Investment Fund |
| VANGUARD TARGET RETIRE 2050 Registered Investment Fund |
| VANGUARD TARGET RETIRE INC Registered Investment Fund |
| VANGUARD TARGET RETIRE 2065 Registered Investment Fund |
| VANGUARDG TOT STK MKT IDX – ADMIRAL Registered Investment Fund |
| FRA CONVERTIBLE SECURITIES R6 Registered Investment Fund |
| VANGUARD TARGET RETIRE 2070 Registered Investment Fund |
| VANGUARD TARG RETIRE 2060 Registered Investment Fund |
| FIDELITY 500 IND Registered Investment Fund |
| VANGUARD TARGET RETIRE 2035 Registered Investment Fund |
| FIDELITY SELECT NATURAL RESOURCES Registered Investment Fund |
| JPMORGAN MID CAP GROWTH RS Registered Investment Fund |
| JPMORGAN US SMALL COMPANY R6 Registered Investment Fund |
| FIDELITY US BOND IND Registered Investment Fund |
| VANGUARD TARGET RETIRE 2030 Registered Investment Fund |
| PIMCO REAL RETURN FUND – INST Registered Investment Fund |
| MACQUARIE EMERGING MKTS INST Registered Investment Fund |
| VANGUARD TARGET RETIRE 2040 Registered Investment Fund |
| FIDELITY MID CAP INDEX Registered Investment Fund |
| VANGUARD TARGET RETIRE 2055 Registered Investment Fund |
| VANGUARD TARGET RETIRE 2025 Registered Investment Fund |
| VICTORY ESTABLISHED VALUE RS Registered Investment Fund |
| FIDELITY GROWTH COMPANY – K Registered Investment Fund |
| JOHN HANCOCK DISC VAL RS Registered Investment Fund |
| VANGUARD TARGET RETIRE 2020 Registered Investment Fund |
| FIDELITY DIVERSIFIED INTL K Registered Investment Fund |
| BARON SMALL CAP INSTL Registered Investment Fund |
| AMERICAN BEACON SMCP VAL INST Registered Investment Fund |
| VANGUARD TARGET RETIRE 2045 Registered Investment Fund |
| NYL ANCHOR ACCOUNT O Common/Collective Trusts |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| MFS INTL DIVERSIFICATION R6 |
| FIDELITY CONTRAFUND – K |
| VAN TARGET RETIRE 2050 |
| VAN TARGET RETIRE INC |
| VAN TARG RETIRE 2065 |
| VANG TOT STK MKT IDX – ADMIRAL |
| FRA CONVERTIBLE SECURITIES R6 |
| VAN TARG RETIRE 2070 |
| VAN TARG RETIRE 2060 |
| FID 500 IND |
| VAN TARGET RETIRE 2035 |
| FID NATURAL RESOURCES |
| JPMORGAN MID CAP GROWTH R5 |
| JPMORGAN US SMALL COMPANY R6 |
| FID US BOND IND |
| VAN TARGET RETIRE 2030 |
| PIMCO REAL RETURN FUND – INSTL |
| MACQUARIE EMERGING MKTS INST |
| VAN TARGET RETIRE 2040 |
| FID MID CAP INDEX |
| VAN TARGET RETIRE 2055 |
| VAN TARGET RETIRE 2025 |
| VICTORY ESTABLISHED VALUE R6 |
| FIDELITY GROWTH COMPANY – K |
| JOHN HANCOCK DISC VAL R6 |
| VAN TARGET RETIRE 2020 |
| FID DIVERSIFIED INTL K |
| BARON SMALL CAP INSTL |
| AMER BEACON SMCP VAL R5 |
| VAN TARGET RETIRE 2045 |
| NYL ANCHOR ACCOUNT |
Investment model portfolios
We provide two types of investment model portfolios for CENTERPOINT PROPERTIES TRUST 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 CENTERPOINT PROPERTIES TRUST 401K PLAN