Investment options of ERICSSON US 401(K) PLAN
Total Available Funds: 73
| Investment Description |
|---|
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS INCOME |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2020 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2025 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2030 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2035 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2040 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2045 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2050 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2055 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2060 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2065 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2070 |
| T. Rowe Price QM US SMALL-CAP GR EQ I |
| Vanguard Funds VANGUARD SMALL-CAP INDEX-INST PLUS |
| Vanguard Funds VANGUARD MID-CAP INDEX-INST PLUS |
| Driehaus DRIEHAUS EMERGING MARKETS GROWTH CL C |
| T. Rowe Price Funds T ROWE PRICE MID-CAP VALUE EQUITY TRUST-D |
| Vanguard Funds VANGUARD INSTITUTIONAL 500 INDEX TRUST |
| Jennison ADOBE INC COMMON STOCK |
| Jennison ADVANCED MICRO DEVICES INC COMMON STOCK |
| Jennison AIRBNB INC COMMON STOCK |
| Jennison ADIDAS AG COMMON STOCK |
| Jennison ALPHABET INC COMMON STOCK CL.A |
| Jennison ALPHABET INC COMMON STOCK CL.C |
| Jennison AMAZON.COM INC COMMON STOCK |
| Jennison ANALOG DEVICES INC COMMON STOCK |
| Jennison APPLE INC COMMON STOCK |
| Jennison APPLOVIN DEVICES INC COMMON STOCK |
| Jennison ASTRAZENECA PLC COMMON STOCK |
| Jennison BOEING CO COMMON STOCK |
| Jennison BROADCOM INC COMMON STOCK |
| Jennison CADENCE DESIGN SYSTEMS INC COMMON STOCK |
| Jennison COSTCO WHOLESALE CORP COMMON STOCK |
| Jennison CROWDSTRIKE HOLDINGS INC COMMON STOCK CL.A |
| Jennison DATADOG INC COMMON STOCK CL.A |
| Jennison DEXCOM INC COMMON STOCK |
| Jennison DISNEY WALT CO THE COMMON STOCK |
| Jennison EATON CORP PLC COMMON STOCK |
| Jennison EDWARDS LIFESCIENCES CORP COMMON STOCK |
| Jennison ELI LILLY & CO COMMON STOCK |
| Jennison FLUTTER ENTERTAINMENT PLC COMMON STOCK |
| Jennison GENERAL ELECTRIC CO COMMON STOCK |
| Jennison HILTON WORLDWIDE HLDGS INC COMMON |
| Jennison HOME DEPOT INC COMMON STOCK |
| Jennison INDITEX COMMON STOCK |
| Jennison INTUITIVE SURGICAL INC COMMON STOCK |
| Jennison KEYSIGHT TECHNOLOGIES INC COMMON STOCK |
| Jennison MARRIOTT INTERNATIONAL INC COMMON STOCK |
| Jennison MASTERCARD INC COMMON STOCK CL.A |
| Jennison MERCADOLIBRE INC COMMON STOCK |
| Jennison META PLATFORMS INC COMMON STOCK |
| Jennison MICROSOFT CORP COMMON STOCK |
| Jennison MOODYS CORP COMMON STOCK |
| Jennison NETFLIX INC COMMON STOCK |
| Jennison NOVO-NORDISK AS COMMON STOCK – SPONSORED ADR |
| Jennison NVIDIA CORP COMMON STOCK |
| Jennison O REILLY AUTOMOTIVE INC COMMON STOCK |
| Jennison PALO ALTO NETWORKS INC COMMON STOCK |
| Jennison PROGRESSIVE CORP COMMON STOCK |
| Jennison SALESFORCE COM INC COMMON STOCK |
| Jennison SERVICENOW INC COMMON STOCK |
| Jennison SNOWFLAKE INC COMMON STOCK |
| Jennison SPOTIFY TECHNOLOGY SA COMMON STOCK |
| Jennison TESLA INC COMMON STOCK |
| Jennison TJX COMPANIES INC COMMON STOCK |
| Jennison TRADE DESK INC/THE COMMON STOCK CL.A |
| Jennison UBER TECHNOLOGIES INC COMMON STOCK |
| Jennison VERTEX PHARMACEUTICALS INC COMMON STOCK |
| Jennison VERTIV HOLDINGS CO COMMON STOCK |
| Jennison VISA INC COMMON STOCK CL.A |
| Jennison WALMART INC COMMON STOCK |
| Jennison FEDERATED GOVERNMENT OBLIGATIONS IS #5 |
| Ericsson Ericsson Stock Fund |
Investment model portfolios
We provide two types of investment model portfolios for ERICSSON US 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 ERICSSON US 401(K) PLAN