Investment options of EVERWAY, LLC 401(K) PLAN
Total Available Funds: 59
| Investment Description |
|---|
| American Century SMALL CAP GROWTH R6 |
| American Funds AMERICAN BALANCED r6 |
| American Funds BOND FUND OF AMER R6 |
| BlackRock EMERGING MKTS K |
| Clearbridge INTERNATIONAL GROWTH IS |
| Fidelity 500 INDEX |
| Fidelity ADVISOR SMALL CAP VALUE Z |
| Fidelity FREEDOM INDEX 2015 PREMIER |
| Fidelity FREEDOM INDEX 2025 PREMIER |
| Fidelity FREEDOM INDEX 2030 PREMIER |
| Fidelity FREEDOM INDEX 2035 PREMIER |
| Fidelity FREEDOM INDEX 2040 PREMIER |
| Fidelity FREEDOM INDEX 2045 PREMIER |
| Fidelity FREEDOM INDEX 2050 PREMIER |
| Fidelity FREEDOM INDEX 2055 PREMIER |
| Fidelity FREEDOM INDEX 2060 PREMIER |
| Fidelity FREEDOM INDEX 2065 PREMIER |
| Fidelity FREEDOM INDEX INCOME PREMIER |
| Fidelity INTERNATIONAL INDEX |
| Fidelity MID CAP INDEX |
| Fidelity SMALL CAP INDEX |
| JP Morgan MIDCAP GROWTH R6 |
| JP Morgan U.S. VALUE R6 |
| MFS MID CAP VALUE R6 |
| PIMCO INCOME INSTL |
| Companies |
| financial statements |
| 1ABM20K 1.52 |
| 1FUIPX 709,256.42 |
| 1FQIPX 1,717,553.42 |
| 1FRLPX 2,620,371.99 |
| 1FVIPX 188,241.53 |
| 1FAPIX 11.88 |
| 1FTYPX 1,356,526.98 |
| 1FFYPX 13.26 |
| 1FKIPX 4.07 |
| 1FLIPX 8,377.85 |
| 1FMKPX 19,279.81 |
| 1FNIPX 104.15 |
| 1FPIPX 1,116,815.11 |
| 1MKDCX 7,845.12 |
| 1LMGPX 31,584.28 |
| 1FSPSX 834,197.57 |
| 1ARRKX 2.12 |
| 1PJEQX 25,179.51 |
| 1ANODX 121,221.61 |
| 1FIKNX 182,342.06 |
| 1FSSNX 201,662.80 |
| 1FSMDX 23,691.93 |
| 1JMGMX 90,676.71 |
| 1MVCKX 10,262.90 |
| 1APGZX 501,496.40 |
| 1FXAIX 673,170.56 |
| 1VGINX 366,520.31 |
| 1RLBGX 30,337.55 |
| 1RBFGX 1,650,006.35 |
| 1PIMIX 18,967.47 |
| 1GWAQ15 2.450 294,516.45 |
| FORFEITURES 81,954.70 |
Investment model portfolios
We provide two types of investment model portfolios for EVERWAY, LLC 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 EVERWAY, LLC 401(K) PLAN