Investment options of Edison 401K Savings Plan
Total Available Funds: 105
| Investment Description |
|---|
| Edison International Common stock – no par value |
| State Street Bank & Trust Co. State Street Bank short-term income fund |
| BlackRock Global Investors |
| PIMCO*** Separate managed account in the core bond fund |
| BlackRock Global Investors Collective investment in the core bond fund |
| Dodge & Cox*** Separate managed account in the core bond fund |
| Harding Loevner fund |
| BlackRock Global Investors fund |
| Blackrock Global Investors Collective Investment in core real assets fund |
| Blackrock Global Investors investment trust fund |
| Blackrock Global Investors inflation protected securities fund |
| Blackrock Global Investors Collective Investment in the commodities fund |
| WESTWOOD*** WESTWOOD US Small- Med Comp Stock |
| BlackRock Global Investors RUSSELL 2000 Value fund |
| BlackRock Global Investors Collective Investment in global equity fund |
| BlackRock Global Investors Collective Investment in Core Bond |
| PIMCO 3136BT9I6 |
| ACE SECURITIES CORP. ACE 2004 HE4 M1 |
| AEP TEXAS INC SR UNSECURED 07/30 2.1 |
| AERCAP IRELAND CAP/GLOBA COMPANY GUAR 01/29 5.1 |
| AERCAP IRELAND CAP/GLOBA COMPANY GUAR 10/26 2.45 |
| AES CORP/THE SR UNSECURED 01/31 2.45 |
| AGREE LP COMPANY GUAR 06/28 |
| AIR LEASE CORP SR UNSECURED 06/26 5.3 |
| ALBA PLC ALBA 2006 2 A3B REGS |
| ALLY FINANCIAL INC SR UNSECURED 05/25 5.8 |
| ALTRIA GROUP INC COMPANY GUAR 02/26 4.4 |
| AMER AIRLN 14 1 A PTT PASS THRU CE 04/28 3.7 |
| AMEREN CORP SR UNSECURED 01/29 |
| AMERICAN ASSETS TRUST LP COMPANY GUAR 02/31 3.375 |
| AMERICAN HONDA FINANCE SR UNSECURED 05/25 |
| AMERICAN TOWER CORP SR UNSECURED 02/29 5.2 |
| PIMCO US TREASURY N/B 08/42 3.375 |
| US TREASURY N/B 08/43 4.375 |
| US TREASURY N/B 08/44 3.125 |
| US TREASURY N/B 08/49 2.25 |
| US TREASURY N/B 08/54 4.25 |
| US TREASURY N/B 11/40 1.375 |
| US TREASURY N/B 11/41 |
| US TREASURY N/B 11/42 2.75 |
| US TREASURY N/B 11/44 |
| US TREASURY N/B 11/48 3.375 |
| US TREASURY N/B 11/49 2.375 |
| US TREASURY N/B 11/54 4.5 |
| VICI PROPERTIES LP SR UNSECURED 04/34 5.75 |
| VIRGINIA POWER FUEL SEC SR SECURED 05/33 4.877 |
| VODAFONE GROUP PLC JR SUBORDINA 06/81 VAR |
| WAMU MORTGAGE PASS THROUGH CER WAMU 2005 AR2 2A21 |
| WASTE MANAGEMENT INC COMPANY GUAR 06/29 |
| WEC ENERGY GROUP INC SR UNSECURED 12/28 2.2 |
| WELLS FARGO + COMPANY SR UNSECURED 06/27 VAR |
| WELLS FARGO + COMPANY SR UNSECURED 07/29 VAR |
| WELLS FARGO + COMPANY SR UNSECURED 10/26 |
| WELLS FARGO BANK NA SR UNSECURED 08/25 5.55 |
| WELLS FARGO BANK NA SR UNSECURED 08/26 5.45 |
| WELLS FARGO COMMERCIAL MORTGAG WFCM 2015 C27 A5 |
| WELLS FARGO COMMERCIAL MORTGAG WFCM 2019 C49 A5 |
| WELLS FARGO COMMERCIAL MORTGAG WFCM 2020 C55 A5 |
| WESTINGHOUSE AIR BRAKE COMPANY GUAR 11/26 3.45 |
| WEYERHAEUSER CO SR UNSECURED 05/26 4.75 |
| WPX ENERGY INC SR UNSECURED 01/30 4.5 |
| WYNN MACAU LTD SR UNSECURED REGS 01/26 5.5 |
| WYNN MACAU LTD SR UNSECURED REGS 08/28 5.625 |
| Dodge & Cox AMERICAN ELECTRIC POWER JR SUBORDINA 08/25 5.699 |
| AT+T INC SR UNSECURED 02/39 6.55 |
| AT+T INC SR UNSECURED 09/40 5.35 |
| BANK OF AMERICA CORP SR UNSECURED 02/31 VAR |
| BANK OF AMERICA CORP SR UNSECURED 07/28 VAR |
| BANK OF AMERICA CORP SR UNSECURED 12/28 VAR |
| BANK OF AMERICA CORP SUBORDINATED 03/26 4.45 |
| Dodge & Cox BANK OF AMERICA CORP SUBORDINATED 03/37 VAR |
| BANK OF NY MELLON CORP SR UNSECURED 10/33 VAR |
| BARCLAYS PLC SR UNSECURED 05/27 VAR |
| BARCLAYS PLC SR UNSECURED 08/28 VAR |
| BARCLAYS PLC SR UNSECURED 09/29 VAR |
| BARCLAYS PLC SUBORDINATED 05/26 5.2 |
| BARCLAYS PLC SUBORDINATED 05/28 4.836 |
| BARCLAYS PLC SUBORDINATED 06/30 VAR |
| BAT CAPITAL CORP COMPANY GUAR 03/28 2.259 |
| BAT CAPITAL CORP COMPANY GUAR 03/31 2.726 |
| BAT CAPITAL CORP COMPANY GUAR 03/32 4.742 |
| BAT CAPITAL CORP COMPANY GUAR 08/33 6.421 |
| BOSTON PROPERTIES LP SR UNSECURED 01/31 3.25 |
| BOSTON PROPERTIES LP SR UNSECURED 01/34 6.5 |
| BOSTON PROPERTIES LP SR UNSECURED 03/30 2.9 |
| BOSTON PROPERTIES LP SR UNSECURED 10/26 2.75 |
| CALIFORNIA ST CAS 03/40 FIXED 7.625 |
| CALIFORNIA ST CAS 10/39 FIXED 7.3 |
| CAPITAL ONE FINANCIAL CO SR UNSECURED 02/30 VAR |
| CAPITAL ONE FINANCIAL CO SR UNSECURED 03/26 VAR |
| CAPITAL ONE FINANCIAL CO SR UNSECURED 05/28 VAR |
| CAPITAL ONE FINANCIAL CO SR UNSECURED 10/31 VAR |
| CAPITAL ONE FINANCIAL CO SUBORDINATED 07/26 3.75 |
| CAPITAL ONE FINANCIAL CO SUBORDINATED 10/25 4.2 |
| CCO HLDGS LLC/CAP CORP SR UNSECURED 05/32 4.5 |
| CHARLES SCHWAB CORP SR UNSECURED 05/29 VAR |
| CHARLES SCHWAB CORP SR UNSECURED 05/34 VAR |
| CHARLES SCHWAB CORP SR UNSECURED 08/34 VAR |
| CHARLES SCHWAB CORP SR UNSECURED 11/29 VAR |
| CHARTER COMM OPT LLC/CAP SR SECURED 04/33 4.4 |
| CHARTER COMM OPT LLC/CAP SR SECURED 07/25 4.908 |
| CHARTER COMM OPT LLC/CAP SR SECURED 10/45 6.484 |
| CIGNA GROUP/THE COMPANY GUAR 10/28 4.375 |
| CITIGROUP CAPITAL XIII PREFERRED STOCK 10/40 VAR |
| CITIGROUP INC SR UNSECURED 03/31 VAR |
Investment model portfolios
We provide two types of investment model portfolios for Edison 401K Savings 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 Edison 401K Savings Plan