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Investment options of CROWN CASTLE INTERNATIONAL CORP. 401K PLAN
Total Available Funds: 26
| Investment Description |
|---|
| ARTISAN INTERNATIONAL INSTITUTIONAL FUND |
| DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO |
| FIDELITY EXTENDED MARKET INDEX FUND |
| FIDELITY TOTAL INTERNATIONAL INDEX FUND |
| FIDELITY US BOND INDEX FUND |
| INVESCO GROWTH AND INCOME R5 FUND |
| JPMORGAN CORE BOND R6 FUND |
| LAZARD GLOBAL LISTED INFRASTRUCTURE OPEN FUND |
| NORTHERN SMALL CAP VALUE FUND |
| PIMCO HIGH YIELD INSTITUTIONAL FUND |
| SCHWAB S& 500 INDEX FUND |
| T. ROWE PRICE GROWTH STOCK CIT CLASS A FUND |
| VANGUARD EXPLORER ADMIRAL FUND |
| VANGUARD INFLATION-PROTECTED SECURITIES FUND |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX ADMIRAL FUND |
| GABELLI US TREASURY MONEY MARKET FUND |
| SCHWAB MANAGED RETIREMENT TRUST 2010 CL V |
| SCHWAB MANAGED RETIREMENT TRUST 2020 CL V |
| SCHWAB MANAGED RETIREMENT TRUST 2030 CL V |
| SCHWAB MANAGED RETIREMENT TRUST 2040 CL V |
| SCHWAB MANAGED RETIREMENT TRUST 2050 CL V |
| SCHWAB MANAGED RETIREMENT TRUST 2060 CL V |
| SCHWAB MANAGED RETIREMENT TRUST INCOME CL V |
| VANGUARD RETIREMENT SAVINGS TRUST IV |
| PERSONAL CHOICE RETIREMENT ACCOUNT |
| CCIC UNITIZED COMMON STOCK TRUST FUND |
Investment model portfolios
We provide two types of investment model portfolios for CROWN CASTLE INTERNATIONAL CORP. 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 CROWN CASTLE INTERNATIONAL CORP. 401K PLAN