Investment options of COMSCORE INC. 401K PLAN
Total Available Funds: 34
| Investment Description |
|---|
| American Beacon American Beacon Small Cap Value Fund Class R5 |
| American Funds New Perspective Fund Class R6 |
| American Funds Small Cap World Fund Class R6 |
| Allspring Allspring Special Mid Cap Value Fund – Class Inst |
| BlackRock Strategic Income Opportunities Portfolio Institutiona Share |
| GQG GQG Partners Emerging Markets Equity Fund Institutional Shares |
| Goldman Sachs Asset Management |
| Goldman Sachs Group, Inc |
| JP Morgan JP Morgan Large Cap Growth Fund Class R6 |
| Lord Abbett Devel Growth R6 Fund |
| MFS International Diversification Fund Class R4 |
| PIMCO Real Return Institutional Fund |
| Vanguard Devel Markets Index Fund Admiral Shares |
| Vanguard Intermediate-Term Bond Index Fund |
| Vanguard Mid Cap Index Fund Institutional Shares |
| Vanguard Small Cap Index Adm Fund |
| Vanguard Institutional Index Fund |
| Western Asset Western Asset Short-Term Bond Fund |
| T. Rowe Price Retirement Balanced A |
| T. Rowe Price Retirement A 2005 Fund – A Class |
| T. Rowe Price Retirement A 2010 Fund – A Class |
| T. Rowe Price Retirement A 2015 Fund – A Class |
| T. Rowe Price Retirement A 2020 Fund – A Class |
| T. Rowe Price Retirement A 2025 Fund – A Class |
| T. Rowe Price Retirement A 2030 Fund – A Class |
| T. Rowe Price Retirement A 2035 Fund – A Class |
| T. Rowe Price Retirement A 2040 Fund – A Class |
| T. Rowe Price Retirement A 2045 Fund – A Class |
| T. Rowe Price Retirement A 2050 Fund – A Class |
| T. Rowe Price Retirement A 2055 Fund – A Class |
| T. Rowe Price Retirement A 2060 Fund – A Class |
| T. Rowe Price Retirement A 2065 Fund – A Class |
| bearing interest at rates from 4.25% to 9.50% -0- |
| See report of independent auditors. Page |
Investment model portfolios
We provide two types of investment model portfolios for COMSCORE INC. 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 COMSCORE INC. 401K PLAN