Investment options of EAGLE FINANCIAL 401(K) PLAN
Total Available Funds: 51
| Investment Option List |
|---|
| Empower Bond Index Fund INV 52,101 shares |
| Empower S&P 500 Index Fund INV 66,704 shares (SWPIX) |
| American Funds 2015 Target Date Fund R3 11,851 shares (REJTX) |
| American Funds 2020 Target Date Fund R3 4 ,465 shares (RECTX) |
| American Funds 2025 Target Date Fund R3 43,548 shares (REDTX) |
| American Funds 2030 Target Date Fund R3 59,607 shares (REETX) |
| American Funds 2035 Target Date Fund R3 129,110 shares (REFTX) |
| American Funds 2040 Target Date Fund R3 80,878 shares (REGTX) |
| American Funds 2045 Target Date Fund R3 68,732 shares (REHTX) |
| American Funds 2050 Target Date Fund R3 29,775 shares (REITX) |
| American Funds 2060 Target Date Fund R3 36,697 shares (CCKTX) |
| American Funds 2065 Target Date Fund R3 5 ,791 shares (FBMTX) |
| American Funds 2055 Target Date Fund R3 44,630 shares (FAJTX) |
| BlackRock Emerging Mkts Instl 23,748 shares (LIEMX) |
| Empower International Diversification R3 67,441 shares |
| MFS International Diversification R3 40,898 shares (MDIJX) |
| Empower S&P Sm Cap 600 Index Fund Inv 63,114 shares (MXISX) |
| Invesco Discovery Mid Cap Growth Y 23,023 shares (DMCFX) |
| Empower S&P MidCap 400 Index Fund Inv 30,004 shares (MPSIX) |
| AllSpring Special Mid Cap Value Inst 8 ,014 shares (SMCDX) |
| AB Large Cap Growth A 19,227 shares (SNIGX) |
| JP Morgan U.S. Value R3 14,903 shares |
| BrandyWineGlobal – Global Opps Bond A 36,280 shares (GLOAX) |
| PIMCO Real Return A 26,451 shares (PRLPX) |
| Key Guaranteed Portfolio Fund |
| 1RCJTX 142,513.33 |
| 1RCCTX 57,612.45 |
| 1RCDTX 638,891.81 |
| 1RCETX 965,361.47 |
| 1RCFTX 2,286,899.08 |
| 1RCKTX 1,496,751.10 |
| 1RCHTX 1,309,218.94 |
| 1RCITX 564,034.17 |
| 1RCNTX 594,613.09 |
| 1RCPTX 94,833.73 |
| 1RCMTX 1,057,039.04 |
| 1MADCX 568,327.83 |
| 1MXINX 860,204.89 |
| 1MDIHX 915,834.09 |
| 1MXIN6 819,214.67 |
| 1OEGYX 660,710.78 |
| 1MXMDX 596,183.36 |
| 1WFMIX 372,589.15 |
| 1APGAX 1,625,649.36 |
| 194MX5 2,147,615.57 |
| 1JGAVX 1,108,595.53 |
| 1BIMXBI 661,392.87 |
| 1GOBAX 331,082.55 |
| 1PRTNX 265,519.24 |
| 1PDBAX 852,828.07 |
| 1KGPF 1.450 999,982.49 |
Investment model portfolios
We provide two types of investment model portfolios for EAGLE FINANCIAL 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 EAGLE FINANCIAL 401(K) PLAN