Investment options of ELASTICSEARCH, INC. 401K PLAN
Total Available Funds: 31
| Investment Option List |
|---|
| INVESTESCO STABLE VALUE FUND |
| DFA UNITED STATES TARGETED VALUE PORTFOLIO |
| CARILLON EAGLE MIDCAP GROWTH INDEX FUND (HIGYX) |
| MFS VALUE FUND (MINIX) |
| JP MORGAN INTERNATIONAL EQUITY FUND (AAIPX) |
| AMERICAN FUNDS NEW PERSPECTIVE FUND (FFPNX) |
| JANUS HENDERSON TRITON FUND (JSMGX) |
| PRUDENTIAL HIGH-YIELD FUND (PHYZX) |
| VOYA INTERMEDIATE BOND FUND (IICIX) |
| VANGUARD TARGET RETIREMENT INCOME FUND (VTINX) |
| VANGUARD TARGET RETIREMENT 2020 FUND (VTWNX) |
| VANGUARD TARGET RETIREMENT 2025 FUND (VTTVX) |
| VANGUARD TARGET RETIREMENT 2030 FUND (VTHRX) |
| VANGUARD TARGET RETIREMENT 2035 FUND (VTTHX) |
| VANGUARD TARGET RETIREMENT 2040 FUND (VFORX) |
| VANGUARD TARGET RETIREMENT 2045 FUND (VTIVX) |
| VANGUARD TARGET RETIREMENT 2050 FUND (VFIFX) |
| VANGUARD TARGET RETIREMENT 2055 FUND (VFFVX) |
| VANGUARD TARGET RETIREMENT 2060 FUND (VTTSX) |
| VANGUARD TARGET RETIREMENT 2065 FUND (VSXFX) |
| VANGUARD TARGET RETIREMENT 2070 FUND (VSVNX) |
| COHEN & STEERS REAL ESTATE SECURITIES FUND (CSDIX) |
| VICTORY SYCAMORE ESTABLISHED VALUE FUND (GETGX) |
| FIDELITY U.S. BOND INDEX FUND (FSHBX) |
| FIDELITY 500 INDEX FUND (FXAIX) |
| FIDELITY EMERGING MARKETS INDEX FUND (FMKIX) |
| FIDELITY MID CAP INDEX FUND (FIIMX) |
| FIDELITY SMALL CAP INDEX FUND (FSISX) |
| FIDELITY TOTAL MARKET INDEX FUND (FSKAX) |
| FIDELITY INTERNATIONAL INDEX FUND (FDIVX) |
| FIDELITY LARGE CAP GROUP INDEX FUND (FLCSX) |
Investment model portfolios
We provide two types of investment model portfolios for ELASTICSEARCH, INC. 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 ELASTICSEARCH, INC. 401K PLAN