Investment options of FIRST SOLAR INC. 401K PLAN
Total Available Funds: 33
| Investment Description |
|---|
| Fidelity Investments Fidelity 500 Index |
| Vanguard Investments Vanguard Target Retirement 2045 Fund |
| Vanguard Investments Vanguard Target Retirement 2035 Fund |
| Vanguard Investments Vanguard Target Retirement 2040 Fund |
| Vanguard Investments Vanguard Target Retirement 2050 Fund |
| Fidelity Investments Fidelity Contrafund |
| Vanguard Investments Vanguard Target Retirement 2030 Fund |
| Vanguard Investments Vanguard Target Retirement 2055 Fund |
| Vanguard Investments Vanguard Target Retirement 2060 Fund |
| Vanguard Investments Vanguard Target Retirement 2025 Fund |
| J.P. Morgan Asset Mgt. JPMorgan U.S. Equity Fund Class R6 |
| Janus Henderson Janus Enterprise N Fund |
| Fidelity Investments Fidelity Extended Market Index |
| Fidelity Investments Fidelity US Bond Index |
| T. Rowe Price Equity Income |
| Fidelity Investments Fidelity International Index |
| Victory Funds Victory Sycamore Est Value R6 |
| Loomis, Sayles & Co. Loomis Small Cap Growth IS |
| Vanguard Investments Vanguard International Growth Fund Admiral |
| American Beacon American Beacon Small Cap Value Fund |
| Vanguard Investments Vanguard Target Retirement 2020 Fund |
| J.P. Morgan Asset Mgt. J.P. Morgan Midcap Value IS |
| Vanguard Investments Vanguard Target Retirement 2065 Fund |
| American Funds American Balanced Fund Class R-6 |
| Putnam Sustainable Leaders Fund |
| Vanguard Investments Vanguard Target Retirement Income Fund |
| T. Rowe Price Small-Cap Value Fund |
| Pimco Investments Pimco Real Return Institutional |
| Calvert Investments Calvert Short Duration Income Fund |
| Fidelity Investments Fidelity Small Cap Index |
| Vanguard Investments Vanguard Target Retirement 2070 Fund |
| Vanguard Investments Vanguard Emerging Markets Select |
| American Beacon AB Sustainable Global Thematic Fund |
Investment model portfolios
We provide two types of investment model portfolios for FIRST SOLAR 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 FIRST SOLAR INC. 401K PLAN