Investment options of CEVA 401(K) PLAN
Total Available Funds: 31
| Investment Description |
|---|
| maturing through October 2029 |
| 1RFTTX 5,925.02 |
| 1RRCTX 643,219.64 |
| 1RFETX 402,554.52 |
| 1RFGTX 672,905.33 |
| 1RFITX 1,132,923.46 |
| 1RFUTX 225,037.48 |
| 1FILRX 409,599.53 |
| 1JEMWX 33,315.17 |
| 1MINJX 171,375.25 |
| 1VTMGX 385,367.75 |
| 1DFREX 6,458.01 |
| 1EIPCX 55,752.39 |
| 1ROFIX 99,879.78 |
| 1PRDSX 355,637.23 |
| 1VSMAX 618,925.53 |
| 1JMGMX 482,728.12 |
| 1VIMAX 370,633.22 |
| 1VEVIX 123,730.39 |
| 1RGAGX 1,182,231.29 |
| 1FXAIX 2,244,950.72 |
| 1PRBLX 651,299.60 |
| 1TRPIX 40,718.66 |
| 1DODIX 201,924.47 |
| 1LSIIX 598,338.71 |
| 1PIMIX 523,767.03 |
| 1VAIPX 272,483.11 |
| 1VBTLX 503,522.64 |
| 1WATFX 304,407.14 |
| 1GWGIF 1.700 175,041.89 |
| FORFEITURES 12,196.70 |
Investment model portfolios
We provide two types of investment model portfolios for CEVA 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 CEVA 401(K) PLAN