Investment options of CHENEGA CORPORATION 401K PROFIT SHARING PLAN AND TRUST
Total Available Funds: 26
| Investment Description |
|---|
| T. ROWE PRICE ALL CAP OPPRT I |
| FIDELITY 500 INDEX FUND |
| VANGUARD SMALL CAP INDEX FUND |
| VANGUARD MID CAP INDEX FUND |
| JOHN HANCOCK DISCIPLINED VAL R6 |
| BLACKROCK MID-CAP GRTH EQ FD K |
| JP MORGAN INTL EQUITY FD R6 |
| JANUS HENDERSON BALANCED FD N |
| JP MORGAN EQUITY INCOME FD R6 |
| JANUS HENDERSON TRITON FD I |
| PIONEER BOND FD CL K |
| VANGUARD TOTAL BD MRK IDX ADM |
| ISHARES MSCI EAFE INTRNL IDX K |
| COHEN & STEERS REAL EST CL Z |
| GOLDMAN SACHS EMRG MKTS R6 |
| THORNBURG STRATEGIC R6 |
| PIMCO REAL RETURN FD CL INST |
| NUVEEN TIAA LIFECYCLE INDEX 2030 R |
| NUVEEN TIAA LIFECYCLE INDEX 2035 R |
| NUVEEN TIAA LIFECYCLE INDEX 2025 R |
| NUVEEN TIAA LIFECYCLE INDEX 2045 R |
| NUVEEN TIAA LIFECYCLE INDEX 2040 R |
| NUVEEN TIAA LIFECYCLE INDEX RET R |
| NUVEEN TIAA LIFECYCLE INDEX 2015 R |
| NUVEEN TIAA LIFECYCLE INDEX 2060 R |
| NUVEEN TIAA LIFECYCLE INDEX 2010 R |
Investment model portfolios
We provide two types of investment model portfolios for CHENEGA CORPORATION 401K PROFIT SHARING PLAN AND TRUST 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 CHENEGA CORPORATION 401K PROFIT SHARING PLAN AND TRUST