Investment options of CRYE-LEIKE, INC. 401(K) PLAN
Total Available Funds: 57
| Investment Option List |
|---|
| FIDELITY CASH RESERVES (TSCXX) |
| FIDELITY GOVERNMENT MONEY MARKET (SPAXX) |
| FIDELITY INTERNATIONAL INDEX (FDIVX) |
| FIDELITY 500 INDEX (FUSEX) |
| FIDELITY BOND INDEX (FSHBX) |
| FIDELITY MID CAP INDEX (FIIMX) |
| FIDELITY SMALL CAP INDEX (FSISX) |
| GOLDMAN SACHS SMALL/MID CAP GROWTH A (GTMUX) |
| T. ROWE PRICE GROWTH STOCK (PRGFX) |
| DFA US TARGETED VALUE I |
| DODGE & COX STOCK FUND (DODFX) |
| DIREXION SHS DIREXION 3,876 |
| DIREXION SHS ETF TR OIL GAS DIREXION ETF |
| DIREXION SHS ETF TR DLY ENRGY DIREXION ETF |
| ISHARES SILVER ISHARES |
| PROSHARES TR ULTRAPRO |
| PIMCO INCOME FUND CLASS A (PONAX) |
| PIMCO TOTAL RETURN BOND (IPCSX) |
| PIMCO INTERNATIONAL BOND US (BEGBX) |
| APPLE COMMON STOCK (FMIMX) |
| AT&T COMMON STOCK (FMIMX) |
| BANK OF AMERICA CORP. COMMON STOCK (FMIMX) |
| CABOT OIL & GAS COMMON STOCK (FMIMX) |
| CAMBER ENERGY INC COMMON STOCK (FMIMX) |
| CANNAE HOLDINGS INC COM COMMON STOCK (FMIMX) |
| CARNIVAL CORP COMMON STOCK (FMIMX) |
| CARVANA CO COMMON STOCK (FMIMX) |
| CHERNIE ENERGY COMMON STOCK (FMIMX) |
| CNX RESOURCES CORP. COMMON STOCK (FMIMX) |
| CVS CONSILLIUM COMMON STOCK (FMIMX) |
| COMMUNITY HEALTH SYSTEMS, INC. COMMON STOCK (FMIMX) |
| CONSOL ENERGY, INC. COMMON STOCK (FMIMX) |
| DARK PULSE INC COMMON STOCK (FMIMX) |
| DELTA AIRLINES COMMON STOCK (FMIMX) |
| DEVON ENERGY CORP COMMON STOCK (FMIMX) |
| EOG RESOURCES INC COMMON STOCK (FMIMX) |
| GENERAL ELECTRIC COMMON STOCK (FMIMX) |
| H-CYTE INC COMMON STOCK (FMIMX) |
| HUMBL INC COMMON STOCK (FMIMX) |
| JP MORGAN CHASE COMMON STOCK (FMIMX) |
| KNIGHT SWIFT TRANSPORTATION HOLDINGS COMMON STOCK (FMIMX) |
| MICROSOFT COMMON STOCK (FMIMX) |
| MGM MIRAGE NFS COMMON STOCK (FMIMX) |
| MP MATERIALS CORP COMMON STOCK (FMIMX) |
| REGIONS FINANCIAL CORP. COMMON STOCK (FMIMX) |
| SALEM COMMUNICATIONS COMMON STOCK (FMIMX) |
| SOUTHWEST AIRLINES COMMON STOCK (FMIMX) |
| SYNCHRONY FINANCIAL COMMON STOCK (FMIMX) |
| TESLA MOTORS COMMON STOCK (FMIMX) |
| TRXADE GROUP COMMON STOCK (FMIMX) |
| U.S. XPRESS ENTERPRISES, INC. COMMON STOCK (FMIMX) |
| VIKING ENERGY GROUP INC COMMON STOCK (FMIMX) |
| WARNER BROS DISCOVERY INC COMMON STOCK (FMIMX) |
| WELLS FARGO & CO. COMMON STOCK (STCSX) |
| WESTERN SIERRA MNG CORP COM NEW COMMON STOCK |
| WILLIAMS COMPANIES, INC. COMMON STOCK (FMIMX) |
| WYNN RESORTS COMMON STOCK (FMIMX) |
Investment model portfolios
We provide two types of investment model portfolios for CRYE-LEIKE, 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 CRYE-LEIKE, INC. 401(K) PLAN