Investment options of CORSAIR MEMORY 401(K) PLAN
Total Available Funds: 31
| Investment Description |
|---|
| Great Gray Trust Company BlackRock Eqty Indx Fd Class |
| Great Gray Trust Company BlackRock Mid Cap Eq Idx CI R |
| Great Gray Trust Company BlackRock Russ 2000 Idx CI R |
| Great Gray Trust Company BlackRock EAFE Eq Indx Fd CI |
| Great Gray Trust Company RetirePilot Agg 2035 Fund R1 |
| Great Gray Trust Company RetirePilot Agg 2045 Fund R1 |
| Great Gray Trust Company RetirePilot Agg 2055 Fund R1 |
| Great Gray Trust Company RetirePilot Agg 2065 Fund R1 |
| Great Gray Trust Company RetirePilot Agg Ret Fund R1 |
| Great Gray Trust Company RetirePilot Conserv 2035 R1 |
| Great Gray Trust Company RetirePilot Conserv 2045 R1 |
| Great Gray Trust Company RetirePilot Conserv 2055 R1 |
| Great Gray Trust Company RetirePilot Conserv 2065 R1 |
| Great Gray Trust Company RetirePilot Conserv Ret R1 |
| Great Gray Trust Company RetirePilot Mod 2035 Fund R1 |
| Great Gray Trust Company RetirePilot Mod 2045 Fund R1 |
| Great Gray Trust Company RetirePilot Mod 2055 Fund R1 |
| Great Gray Trust Company RetirePilot Mod 2065 Fund R1 |
| Great Gray Trust Company RetirePilot Mod Ret Fund R1 |
| Great Gray Trust Company Core Bond R1 Fund |
| Great Gray Trust Company International Stock R1 Fund |
| Fidelity Investments Fid LC Gr |
| MFS Investment Management MFS Value R6 Fund |
| SEI Trust Company Allspring Spec M Cap Value R6 |
| Cohen & Steers Cohen & Steers Re Est Sec I Fd |
| Franklin Templeton Investments Franklin Smal Cap Value R6 Fd |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fd |
| JP Morgan Funds JP Morgan Sm Cp Growth R6 Fund |
| Fidelity Investments Fidelity Mid Cap Gr Idx Fd |
| Dimensional Fund Advisors DFA Emerg Mkt Core Eqty I Fd |
| Vanguard Group Vanguard Intl Growth Adm Fd |
Investment model portfolios
We provide two types of investment model portfolios for CORSAIR MEMORY 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 CORSAIR MEMORY 401(K) PLAN