Investment options of DOUGLAS DYNAMICS, L.L.C. 401(K) PLAN
Total Available Funds: 30
| Investment Description |
|---|
| Douglas Dynamics, Inc. Common Stock Company Common Stock |
| Wells Fargo Allspring Short-Term High Income Institutional Fund |
| American Funds New World R6 Fund |
| Dodge and Cox Funds Dodge & Cox Income X Fund |
| Fidelity Investments Fidelity Mid Cap |
| Fidelity Investments Fidelity Small Cap |
| Fidelity Investments Fidelity US Bond |
| Fidelity Investments Fidelity |
| Invesco Value Opp |
| T. Rowe Price Funds T. Rowe Price Capital Appreciation Fund |
| Vanguard Group Vanguard Explorer Admiral Fund |
| Great Gray Trust Company Blackrock Equity |
| Great Gray Trust Company International Growth II |
| Great Gray Trust Company Large Cap Growth Fund |
| Great Gray Trust Company Large Cap Value |
| Great Gray Trust Company RetirePilot Aggressive Retirement Fund |
| Great Gray Trust Company RetirePilot Aggressive 2035 Fund |
| Great Gray Trust Company RetirePilot Aggressive 2045 Fund |
| Great Gray Trust Company RetirePilot Aggressive 2055 Fund |
| Great Gray Trust Company RetirePilot Aggressive 2065 Fund |
| Great Gray Trust Company RetirePilot Conservative 2045 |
| Great Gray Trust Company RetirePilot Conservative 2055 |
| Great Gray Trust Company RetirePilot Conservative 2065 |
| Great Gray Trust Company RetirePilot Moderate Retirement Fund |
| Great Gray Trust Company RetirePilot Moderate 2035 Retirement Fund |
| Great Gray Trust Company RetirePilot Moderate 2045 Retirement Fund |
| Great Gray Trust Company RetirePilot Moderate 2055 Retirement Fund |
| Great Gray Trust Company RetirePilot Moderate 2065 Retirement Fund |
| Great Gray Trust Company Small Cap Value II |
| Hand Benefits & Trust Company DG1 Growth R1 Fund |
Investment model portfolios
We provide two types of investment model portfolios for DOUGLAS DYNAMICS, L.L.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 DOUGLAS DYNAMICS, L.L.C. 401(K) PLAN