Investment options of DENVER BRONCOS 401(K) PLAN
Total Available Funds: 67
| Investment Option List |
|---|
| Vanguard Institutional Index |
| Vanguard Mid Cap Index (VIMSX) |
| T. Rowe Price Retirement 2040 (TRRDX) |
| T. Rowe Price Retirement 2045 (TRRKX) |
| T. Rowe Price Retirement 2055 (TRRNX) |
| T. Rowe Price Retirement 2050 (TRRMX) |
| T. Rowe Price Retirement 2060 (TRPLX) |
| T. Rowe Price Retirement 2020 (TRRBX) |
| T. Rowe Price Retirement 2035 (TRRJX) |
| T. Rowe Price Retirement 2030 (TRRCX) |
| Harding Loevner International Equity (HLIZX) |
| JPMorgan Large Cap Growth (SEEGX) |
| Vanguard Small Cap Index (VISVX) |
| T. Rowe Price Retirement 2025 (TRRHX) |
| Wasatch Core Growth (WGROX) |
| Eaton Vance Atlanta Capital SMID Cap (EISMX) |
| PGIM High Yield (PHYEX) |
| Invesco Developing Markets (GTDIX) |
| Victory Sycamore Established Value (GETGX) |
| Vanguard Inflation-Protected Securities (VIPSX) |
| Undiscovered Managers Behavioral Value (UBVLX) |
| MFS Value (MINIX) |
| Fidelity U.S. Bond Index (FSHBX) |
| T. Rowe Price Global Multi-Sector Bond (PRSNX) |
| T. Rowe Price Retirement Balanced (TRRIX) |
| Fidelity 500 Index Fund (FXAIX) |
| Fidelity International Index (FDIVX) |
| Fidelity Mid Cap Index (FIIMX) |
| Fidelity Emerging Index (FERIX) |
| Fidelity Small Cap Index (FSISX) |
| Series Class VI with interest rate of 2.70 percent |
| ranging from 4.25 to 9.50 percent – |
| 1TRDBX 1,399,266.91 |
| 1TREHX 391,281.97 |
| 1TRFHX 971,777.38 |
| 1TRFJX 1,333,993.03 |
| 1TRHDX 3,011,453.68 |
| 1TRIKX 2,893,786.98 |
| 1TRJLX 1,703,044.35 |
| 1TRJMX 1,961,771.81 |
| 1TRLNX 1,414,859.39 |
| 1TRJWX 29,007.30 |
| 1FPADX 4,752.98 |
| 1FSPSX 15,231.03 |
| 1HLMIX 1,140,171.67 |
| 1ODVIX 244,984.67 |
| 1VTIAX 789,608.03 |
| 1FSSNX 2,292.70 |
| 1UBVFX 108,063.71 |
| 1VSMAX 609,937.84 |
| 1WGROX 348,710.08 |
| 1ERASX 192,087.59 |
| 1FSMDX 6,916.28 |
| 1VIMAX 2,303,634.98 |
| 1VEVIX 147,611.65 |
| 1FXAIX 28,661.22 |
| 1JLGMX 684,510.90 |
| 1MEIKX 100,439.97 |
| 1VINIX 7,200,436.84 |
| 1FXNAX 39,955.06 |
| 1MWTIX 1,183,768.31 |
| 1PHYQX 214,427.21 |
| 1PRSNX 39,596.88 |
| 1VAIPX 159,426.93 |
| 1VBTLX 661,845.37 |
| 1GWAQ10 2.700 1,840,443.63 |
| FORFEITURES 5,799.44 |
Investment model portfolios
We provide two types of investment model portfolios for DENVER BRONCOS 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 DENVER BRONCOS 401(K) PLAN