Investment options of EAGLE SPECIALTY MATERIALS LLC 401(K) PLAN
Total Available Funds: 24
| Investment Option List |
|---|
| EI Fixed Account – Series Class I FBRIC |
| 1VTINX 596,498.77 |
| 1VTTVX 2,628,329.49 |
| 1VTHRX 1,881,570.37 |
| 1VTTHX 2,264,119.16 |
| 1VFORX 3,631,583.00 |
| 1VTIVX 2,552,649.19 |
| 1VFIFX 2,226,509.58 |
| 1VFFVX 2,098,632.51 |
| 1VTTSX 1,264,898.69 |
| 1VLXVX 731,699.08 |
| 1RNWGX 88,343.83 |
| 1BTMKX 276,942.43 |
| 1SCIJX 46,219.47 |
| 1VSMAX 270,431.89 |
| 1VIMAX 229,364.93 |
| 1CEYIX 74,151.05 |
| 1VGINX 106,733.28 |
| 1VFIAX 1,701,865.21 |
| 1LGBNX 21,816.94 |
| 1TSRSX 17,895.09 |
| 1VBILX 177,712.71 |
| 1VTAPX 58,480.12 |
| 1GWAQ35 1.450 206,162.21 |
Investment model portfolios
We provide two types of investment model portfolios for EAGLE SPECIALTY MATERIALS LLC 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 SPECIALTY MATERIALS LLC 401(K) PLAN