Investment options of ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST
Total Available Funds: 29
| Investment Description |
|---|
| AMER FUNDS CONSERVATIVE G/I PORTFOLIO R6 MUTUAL FUND |
| AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND |
| BLACKROCK GLOBAL LONG/SHORT EQUITY K MUTUAL FUND |
| COHEN & STEERS REAL ESTATE SECURITIES Z MUTUAL FUND |
| DOUBLELINE CORE FIXED INCOME I MUTUAL FUND |
| EATON VANCE ATLANTA CAPITAL SMID-CAP R6 MUTUAL FUND |
| FIDELITY LOW-PRICED STOCK MUTUAL FUND |
| FIRST EAGLE GOLD R6 MUTUAL FUND |
| FIRST EAGLE OVERSEAS R6 MUTUAL FUND |
| FRANKLIN RISING DIVIDENDS R6 MUTUAL FUND |
| FRANKLIN SMALL CAP GROWTH R6 MUTUAL FUND |
| FRANKLIN SMALL- MID CAP GROWTH R6 MUTUAL FUND |
| FULLER & THALER BEHAV SM- CP EQ R6 MUTUAL FUND |
| GUGGENHEIM TOTAL RETURN BOND INSTL MUTUAL FUND |
| JENSON QUALITY GROWTH I MUTUAL FUND |
| JPMORGAN LIQUID BOND FUND |
| VANGUARD EMERG MKTS SEL STK INV MUTUAL FUND |
| VANGUARD HIGH- YELD CORPORATE ADM MUTUAL FUND |
| VANGUARD LARGE CAP INDEX ADM MUTUAL FUND |
| VANGUARD LIFESTRATEGY CONSRV GR INV MUTUAL FUND |
| VANGUARD LIFESTRATEGY GROWTH INV MUTUAL FUND |
| VANGUARD LIFESTRATEGY MODERATE GROWTH MUTUAL FUND |
| VANGUARD MID CAP INDEX FUND- ADMIRAL MUTUAL FUND |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUND |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL MUTUAL FUND |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL MUTUAL FUND |
| VANGUARD WELLESLEY INCOME ADM MUTUAL FUND |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 MUTUAL FUND |
| WASATCH- HOISINGTON US TREASURY MUTUAL FUND |
Investment model portfolios
We provide two types of investment model portfolios for ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST 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 ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST