Investment options of FORGE NANO INC. 401(K) PLAN
Total Available Funds: 54
| Investment Option List |
|---|
| Fidelity Fid Freedom Index 2020 (FFFDX) |
| Vanguard Mid Cap Index (VIMSX) |
| Ishares MSCI EAfE Intl Index (BTMGX) |
| Janus Henderson Triton Fund N (JSMGX) |
| Fidelity Fid Freedom Index 2050 (FFFHX) |
| DFA Commodity Strat Port Inst (DFXIX) |
| T. Rowe Price Overseas Stock (TROSX) |
| Fidelity Fid Freedom Index 2060 (FDKNX) |
| Vanguard Small Cap Value Indez (VISVX) |
| AMF Growth Fund of America |
| Fidelity Fid Freedom Index 2030 (FFFEX) |
| Fidelity Fid Freedom Index 2040 (FFFFX) |
| Nuveen Small Cap Blend Index (LSBYX) |
| Fidelity Fid Freedom Index 2065 (FAXDX) |
| Fidelity Fid Freedom Index 2035 (FFTHX) |
| T. Rowe Price Dividend Gr (PRDGX) |
| Fidelity Fid Freedom Index 2025 (FFTWX) |
| Blackrock High Yield (BHYIX) |
| JPMorgan Equity Income Fund (HLIEX) |
| Fidelity Fid Freedom Index 2055 (FDEWX) |
| Vanguard Emg Mkts Stock Index Adm (VERSX) |
| Fidelity Fid Freedom Index 2045 (FFFGX) |
| State Street Equity 500 Index (STFAX) |
| Fidelity Fid Freedom Index Inc Premier (FAPIX) |
| Vanguard Small Cap Index Adm (VISVX) |
| Vanguard Intermediate Term (VBIIX) |
| Invesco Stable Asset |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| FID FREEDOM INDEX 2020 PREMIER (FKIPX) |
| VANGUARD MID CAP INDEX – ADM (VIMSX) |
| ISHARES MSCI EAFE INTL INDEX K (BTMGX) |
| FID FREEDOM INDEX 2050 PREMIER (FRLPX) |
| T ROWE PRICE OVERSEAS STOCK (TROSX) |
| FID FREEDOM INDEX 2060 PREMIER (FUIPX) |
| VANGUARD SM CAP VAL INDEX ADM (VSLVX) |
| AMF GROWTH FUND OF AMERICA R6 (AMF) |
| FID FREEDOM INDEX 2030 PREMIER (FMKPX) |
| FID FREEDOM INDEX 2040 PREMIER (FPIPX) |
| NUVEEN SMALLCAP BLEND INDEX R6 (PSLIX) |
| FID FREEDOM INDEX 2065 PREMIER (FVIPX) |
| FID FREEDOM INDEX 2035 PREMIER (FNIPX) |
| T. ROWE PRICE DIVIDEND GR I (PRDGX) |
| FID FREEDOM INDEX 2025 PREMIER (FLIPX) |
| BLACKROCK HIGH YIELD K (BHYIX) |
| JPMORGAN EQUITY INCOME FUND R6 (HLIEX) |
| FID FREEDOM INDEX 2055 PREMIER (FTYPX) |
| VANGUARD EMG MKTS STK IDX ADM (VERSX) |
| FID FREEDOM INDEX 2045 PREMIER (FQIPX) |
| STATE ST EQUITY 500 INDEX K (STFAX) |
| FID FREEDOM INDEX INC PREMIER (FAPIX) |
| VANGUARD SMALL CAP INDEX ADMRL (VISVX) |
| VANGUARD INTERMEDIATE TERM BON (VBIIX) |
| INVESCO STABLE ASSET – ADPZ |
Investment model portfolios
We provide two types of investment model portfolios for FORGE NANO INC. 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 FORGE NANO INC. 401(K) PLAN