Investment options of DEVELOPMENT CORPORATION FOR ISRAEL 401K PLAN
Total Available Funds: 26
| Investment Description |
|---|
| American Century Investments American Century Small Cap Value Fund; R6 Class |
| Artisan Funds Inc. Artisan Developing World Fund; Institutional Shares |
| BlackRock, Inc. BlackRock Mid-Cap Growth Equity Portfolio; Class K |
| Brown Capital Management Brown Capital Management Small Company Fund; Institutional Shares |
| Fidelity Investments Fidelity 500 Index Fund |
| Fidelity Investments Fidelity Blue Chip Growth Fund, Retail Class |
| Fidelity Investments Fidelity Mid Cap Index Fund |
| Fidelity Investments Fidelity Small Cap Index Fund |
| Fidelity Investments Fidelity Total International Index Fund |
| Fidelity Investments. Fidelity U.S. Bond Index Fund |
| John Hancock Funds, LLC John Hancock Bond Fund; Class R6 |
| John Hancock Financial John Hancock Disciplined Value Mid Cap Fund; Class I |
| PIMCO Institutional PIMCO Real Return Fund - Institutional Class |
| Principal Financial Group Principal Real Estate Securities Fund; Institutional Class |
| TIAA-CREF Funds TIAA-CREF Lifecycle Index 2015 Fund Institutional Class |
| TIAA-CREF Funds TIAA-CREF Lifecycle Index 2020 Fund Institutional Class |
| TIAA-CREF Funds TIAA-CREF Lifecycle Index 2025 Fund Institutional Class |
| TIAA-CREF Funds TIAA-CREF Lifecycle Index 2030 Fund Institutional Class |
| TIAA-CREF Funds TIAA-CREF Lifecycle Index 2035 Fund Institutional Class |
| TIAA-CREF Funds TIAA-CREF Lifecycle Index 2040 Fund Institutional Class |
| TIAA-CREF Funds TIAA-CREF Lifecycle Index 2045 Fund Institutional Class |
| TIAA-CREF Funds TIAA-CREF Retirement Income Fund Institutional Class |
| Thornburg Investment Trust Thornburg International Equity Fund; Class R6 |
| Vanguard Funds Vanguard International Growth Fund Admiral Shares |
| Vanguard Funds Vanguard Wellington Fund Admiral Shares |
| Putnam Large Cap Value Trust Class I |
Investment model portfolios
We provide two types of investment model portfolios for DEVELOPMENT CORPORATION FOR ISRAEL 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 DEVELOPMENT CORPORATION FOR ISRAEL 401K PLAN