Investment options of CINEVERSE 401(K) PLAN
Total Available Funds: 30
| Investment Option List |
|---|
| Fidelity Investments Blue Chip Growth Fund (FBGRX) |
| Fidelity Investments Emerging Markets Fund (PWEYX) |
| Fidelity Investments Freedom Income Fund K6 (FFFAX) |
| Fidelity Investments U.S. Bond Index Fund |
| Fidelity Investments 500 Index Fund (FUSEX) |
| Fidelity Investments Global Ex U.S. Index Fund |
| Fidelity Investments Mid-Cap Index Fund (FIIMX) |
| Fidelity Investments Small-Cap Index Fund (FSISX) |
| Fidelity Investments Freedom 2010 Fund K6 (FFFCX) |
| Fidelity Investments Freedom 2020 Fund K6 (FFFDX) |
| Fidelity Investments Freedom 2025 Fund K6 (FFTWX) |
| Fidelity Investments Freedom 2030 Fund K6 (FFFEX) |
| Fidelity Investments Freedom 2035 Fund K6 (FFTHX) |
| Fidelity Investments Freedom 2040 Fund K6 (FFFFX) |
| Fidelity Investments Freedom 2045 Fund K6 (FFFGX) |
| Fidelity Investments Freedom 2050 Fund K6 (FFFHX) |
| Fidelity Investments Freedom 2055 Fund K6 (FDEWX) |
| Fidelity Investments Freedom 2060 Fund K6 (FDKNX) |
| Fidelity Investments Freedom 2065 Fund K6 (FAXDX) |
| Allspring Global Investments Special Small Cap Val ADM (ACPCX) |
| Calvert Research and Management CALV US LG CP CRI |
| Columbia Threadneedle Dividend Income Fund Class A (GSFTX) |
| Janus Henderson Triton Fund Class T (JSMGX) |
| T. Rowe Price Dividend Growth Fund (PRDGX) |
| Allspring Global Investments Special Mid-Cap Val ADM |
| MFS International Diversification Fund Class R3 (MDIJX) |
| MFS Mid-Cap Growth Fund Class R3 (OTCIX) |
| Calvert Research and Management International Responsible Idx R6 (CDHRX) |
| Federated Hermes Capital Preservation ISP (HIEIX) |
| Notes Receivable from Participants Maturing August 2026 – |
Investment model portfolios
We provide two types of investment model portfolios for CINEVERSE 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 CINEVERSE 401(K) PLAN