Investment options of CLOUDBEES 401(K) PLAN
Total Available Funds: 35
| Investment Description |
|---|
| Empower Investments Fixed Account Fixed Account |
| Assets held for investment purposes |
| participants 9.50% |
| 1FFGZX 6,868.37 |
| 1FIWTX 45,771.75 |
| 1FFEDX 993,735.77 |
| 1FFEGX 1,361,465.14 |
| 1FFEZX 2,173,733.42 |
| 1FFIZX 1,678,571.04 |
| 1FFOLX 1,124,818.97 |
| 1FFOPX 1,373,177.52 |
| 1FFLDX 1,887,493.50 |
| 1FFLEX 928,758.39 |
| 1FFIKX 282,507.19 |
| 1RNWGX 171,055.72 |
| 1FPADX 42,724.34 |
| 1FSPSX 383,454.75 |
| 1MIEIX 265,312.73 |
| 1CSRSX 113,537.83 |
| 1BUISX 86,741.11 |
| 1FSSNX 359,969.87 |
| 1PMJIX 162,780.12 |
| 1FSMDX 651,172.88 |
| 1JMGMX 211,993.54 |
| 1PCMSX 113,593.96 |
| 1FSPGX 1,055,106.24 |
| 1FSKAX 2,241,642.76 |
| 1FXAIX 2,601,601.81 |
| 1PEQSX 383,565.19 |
| 1RBFGX 326,583.86 |
| 1RILFX 134,518.28 |
| 1FXNAX 624,426.20 |
| 1PHYQX 46,955.47 |
| 1GWAQ35 1.450 355,152.92 |
| FORFEITURES 0.00 |
Investment model portfolios
We provide two types of investment model portfolios for CLOUDBEES 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 CLOUDBEES 401(K) PLAN