Investment options of DAVIS PARTNERSHIP, P.C. 401(K) PLAN
Total Available Funds: 36
| Investment Description |
|---|
| JH Multimanager 2045 Lifetime Pooled Separate Account |
| JH Multimanager 2030 Lifetime Pooled Separate Account |
| JH Multimanager 2020 Lifetime Pooled Separate Account |
| JH Multimanager 2050 Lifetime Pooled Separate Account |
| JH Multimanager 2040 Lifetime Pooled Separate Account |
| JH Multimanager 2035 Lifetime Pooled Separate Account |
| 500 Index Fund Pooled Separate Account |
| JH Multimanager 2055 Lifetime Pooled Separate Account |
| Blue Chip Growth Fund Pooled Separate Account |
| JH Multimanager 2025 Lifetime Pooled Separate Account |
| JH Multimanager 2060 Lifetime Pooled Separate Account |
| Capital World Growth & Income Pooled Separate Account |
| John Hancock Mid Cap Growth Pooled Separate Account |
| Equity Income Fund Pooled Separate Account |
| JH Multimanager 2010 Lifetime Pooled Separate Account |
| DFA US Targeted Value Fund Pooled Separate Account |
| Intl Equity Index Fund Pooled Separate Account |
| JH Multimanager 2065 Lifetime Pooled Separate Account |
| Small Cap Index Fund Pooled Separate Account |
| Invesco Small Cap Growth Pooled Separate Account |
| Capital Appreciation Fund Pooled Separate Account |
| Washington Mutual Investors Pooled Separate Account |
| Mid Cap Index Fund Pooled Separate Account |
| American Funds EuroPac Growth Pooled Separate Account |
| American Funds New Perspective Pooled Separate Account |
| John Hancock Bond Fund Pooled Separate Account |
| High Yield Fund Pooled Separate Account |
| Small Cap Value Fund Pooled Separate Account |
| Templeton World Pooled Separate Account |
| BlackRock Global Allocation Pooled Separate Account |
| Strategic Income Opp Fund Pooled Separate Account |
| Invesco International Bond Pooled Separate Account |
| JH Disciplined Value Mid Cap Pooled Separate Account |
| Vanguard Short-Term Federal Pooled Separate Account |
| 3-Year Compound Guaranteed Investment Contract |
| Notes receivable from participants Bearing interest at 5.25%-7.25% |
Investment model portfolios
We provide two types of investment model portfolios for DAVIS PARTNERSHIP, P.C. 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 DAVIS PARTNERSHIP, P.C. 401(K) PLAN