Investment options of CONTROL SOLUTIONS, INC. 401(K) PLAN
Total Available Funds: 63
| Investment Description |
|---|
| American Funds American Balanced Fund |
| Fidelity Investments Fidelity Emerging Markets |
| Invesco Short Term Bond Fund |
| Janus Henderson Contrarian Fund |
| MassMutual MassMutual Inflation-Protected and Income Fund |
| MassMutual MassMutual Small Cap Opportunities Fund |
| PIMCO Income Fund |
| Vanguard Developed Markets |
| Vanguard Growth |
| Vanguard Large Cap |
| Vanguard Mid-Cap Growth |
| Vanguard Mid Cap |
| Vanguard Mid-Cap Value |
| Vanguard Small Cap Value |
| Vanguard Small Cap Growth |
| Vanguard Small Cap |
| Vanguard Target Retirement 2020 Fund |
| Vanguard Target Retirement 2025 Fund |
| Vanguard Target Retirement 2030 Fund |
| Vanguard Target Retirement 2035 Fund |
| Vanguard Target Retirement 2040 Fund |
| Vanguard Target Retirement 2045 Fund |
| Vanguard Target Retirement 2050 Fund |
| Vanguard Target Retirement 2055 Fund |
| Vanguard Target Retirement 2060 Fund |
| Vanguard Target Retirement 2065 Fund |
| Vanguard Target Retirement 2070 Fund |
| Vanguard Target Retirement Income Fund |
| Vanguard Value |
| 1VTINX 96,117.48 |
| 1VTWNX 65,587.85 |
| 1VTTVX 232,558.36 |
| 1VTHRX 1,440,816.56 |
| 1VTTHX 2,056,208.71 |
| 1VFORX 900,114.09 |
| 1VTIVX 680,460.96 |
| 1VFIFX 198,391.00 |
| 1VFFVX 527,373.78 |
| 1VTTSX 193,951.62 |
| 1VLXVX 59,057.58 |
| 1VSVNX 14,171.77 |
| 1FPADX 303,862.65 |
| 1VTMGX 869,604.37 |
| 1VGSLX 194,765.22 |
| 1MSOOX 8,192.18 |
| 1VSGAX 191,563.63 |
| 1VSMAX 253,824.84 |
| 1VSIAX 233,402.58 |
| 1JCNNX 21,235.83 |
| 1VMGMX 94,325.79 |
| 1VIMAX 192,187.55 |
| 1VMVAX 691,253.72 |
| 1HAITX 195,854.70 |
| 1VIGAX 491,569.47 |
| 1VLCAX 1,285,932.28 |
| 1VVIAX 377,017.97 |
| 1RLBGX 1,336,876.77 |
| 1ISTFX 36,369.09 |
| 1MIPZX 140,797.31 |
| 1PIMIX 132,549.21 |
| 1VBTLX 272,056.54 |
| 1KGPF 1.450 781,604.09 |
| FORFEITURES 583.14 |
Investment model portfolios
We provide two types of investment model portfolios for CONTROL SOLUTIONS, 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 CONTROL SOLUTIONS, INC. 401(K) PLAN