Investment options of EVERCORE PARTNERS SERVICES EAST LLC RETIREMENT PLAN
Total Available Funds: 36
| Investment Description |
|---|
| PIMCO PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS |
| LOOMIS LOOMIS SAYLES BOND FUND CLASS N |
| VICTORY CAPITAL MANAGEMENT VICTORY SOPHUS EMERGING MARKETS FUND CLASS R6 |
| AMERICAN CENTURY AMERICAN CENTURY INFLATION ADJUSTED BOND FUND CLASS R6 |
| AMERICAN CENTURY AMERICAN CENTURY SMALL CAP VALUE FUND R6 |
| MFS INVESTMENT MANAGEMENT MFS VALUE FUND CLASS R6 |
| EVERCORE WEALTH MANAGEMENT EVERCORE EQUITY FUND |
| CONESTOGA CONESTOGA SMALL CAP FUND INSTITUTIONAL CLASS |
| VANGUARD VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES |
| FIDELITY FIDELITY CONTRAFUND – CLASS K6 |
| FIDELITY FIDELITY GOVERNMENT MONEY MARKET FUND K6 |
| FIDELITY FIDELITY CAPITAL & INCOME FUND |
| FIDELITY FIDELITY LEVERAGED COMPANY STOCK FUND – CLASS K |
| FIDELITY FIDELITY BALANCED FUND – CLASS K6 |
| FIDELITY FIDELITY INTERNATIONAL DISCOVERY FUND – CLASS K6 |
| FIDELITY FIDELITY CAPITAL APPRECIATION FUND – CLASS K |
| FIDELITY FIDELITY FREEDOM INCOME K6 FUND |
| FIDELITY FIDELITY FREEDOM 2010 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2020 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2030 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2040 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2050 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2060 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2005 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2015 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2025 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2035 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2045 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2055 FUND – CLASS K6 |
| FIDELITY FIDELITY FREEDOM 2065 FUND – CLASS K6 |
| FIDELITY FIDELITY US BOND INDEX FUND |
| FIDELITY FIDELITY 500 INDEX FUND |
| FIDELITY FIDELITY EMERGING MARKETS INDEX FUND |
| FIDELITY FIDELITY SMALL CAP INDEX FUND |
| FIDELITY FIDELITY INTERNATIONAL INDEX FUND |
| FIDELITY FIDELITY EXTENDED MARKET INDEX FUND |
Investment model portfolios
We provide two types of investment model portfolios for EVERCORE PARTNERS SERVICES EAST LLC RETIREMENT 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 EVERCORE PARTNERS SERVICES EAST LLC RETIREMENT PLAN