Investment options of CONNOR GROUP, INC. 401(K) PLAN
Total Available Funds: 30
| Investment Option List |
|---|
| ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INTERNATIONAL FUND INVESTOR CLASS (LLINX) |
| DELAWARE MANAGEMENT COMPANY DELAWARE SMALL CAP VALUE FUND INSTITUTIONAL CLASS (DEVIX) |
| FIDELITY GNMA FUND (FGMNX) |
| FIDELITY CONTRAFUND FUND K (FCNTX) |
| FIDELITY CAPITAL & INCOME FUND (FEQIX) |
| FIDELITY BALANCED FUND K (FGBLX) |
| FIDELITY LOW-PRICED STOCK FUND K (FLPSX) |
| FIDELITY LARGE CAP STOCK FUND (FLCSX) |
| FIDELITY FREEDOM 2020 K (FFFDX) |
| FIDELITY FREEDOM 2030 K (FFFEX) |
| FIDELITY FREEDOM 2040 K (FFFFX) |
| FIDELITY FREEDOM 2025 K (FFTWX) |
| FIDELITY FREEDOM 2035 K (FFTHX) |
| FIDELITY TOTAL MARKET INDEX INVESTOR (FSTMX) |
| FIDELITY EXTENDED MARKET INDEX FUND (FSEMX) |
| FIDELITY INTERNATIONAL INDEX FUND PREMIUM CLASS (FSIVX) |
| FIDELITY U. S. BOND INDEX FUND INVESTOR CLASS (FBIDX) |
| FIDELITY EMERGING MARKETS INDEX FUND (FMKIX) |
| FIDELITY GLOBAL EX U. S. INDEX FUND |
| FIDELITY MID CAP INDEX INVESTOR (FIIMX) |
| FIDELITY REAL ESTATE INDEX INVESTOR FUND (FRESX) |
| FIDELITY SMALL CAP INDEX INSTITUTIONAL (FSISX) |
| FRANKLIN SMALL CAP GROWTH FUND CLASS A (FSGRX) |
| GLENMEDE SMALL CAP EQUITY ADVISOR FUND (GTCSX) |
| INVESCO DIVERSIFIED DIVIDEND FUND R5 (DDFIX) |
| MFS MID CAP VALUE FUND CLASS R3 (MCVIX) |
| OPPENHEIMER INTERNATIONAL GROWTH FUND CLASS A (OIGYX) |
| PIMCO REAL RETURN FUND ADMINISTRATIVE CLASS (PRLPX) |
| BAIRD CORE PLUS BOND FUND CLASS INVESTOR (BCOIX) |
| WELLS FARGO SMALL COMPANY GROWTH FUND (WFSIX) |
Investment model portfolios
We provide two types of investment model portfolios for CONNOR GROUP, INC. 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 CONNOR GROUP, INC. 401(K) PLAN