The symbol of the complany is FEIM.
Investment options of FREQUENCY ELECTRONICS, INC. 401(k) SAVINGS PLAN
Total Available Funds: 30
| Investment Description |
|---|
| Fidelity Investments Fidelity |
| Fidelity Investments Fidelity Mid Cap Inx |
| Vanguard Target Retirement 2030 Fund – Inv |
| Vanguard Target Retirement 2020 Fund – Inv |
| Vanguard Target Retirement 2050 Fund – Inv |
| VRS VRS Partners Y |
| Dodge & Cox Dodge & Cox Income X |
| Vanguard Target Retirement 2025 Fund – Inv |
| Dodge & Cox Dodge & Cox Stock X |
| Fidelity Investments Fidelity Small-Cap |
| Vanguard Target Retirement 2040 Fund – Inv |
| William Blair William Blair Small Mid-Cap Growth Fund – I |
| Vanguard ST Federal Adm |
| GQG GQG Partners Emerging Markets Equity Fund |
| Vanguard Intl Growth Adm |
| Vanguard Target Retirement Income Fund – Inv |
| Federated Federated Hermes Instl. Hiyd Bd |
| Vanguard Target Retirement 2035 Fund-Inv |
| Fidelity Investments Fidelity Lg Cap Gr Idx |
| PIMCO Income Inst |
| Vanguard Target Retirement 2045 Fund – Inv |
| Vanguard Target Retirement 2055 Fund – Inv |
| Goldman Goldman Sachs GQG Partners Int’l Opport Fund |
| Oakmark Oakmark International Fund Advisor |
| Vanguard Target Retirement 2060 Fund – Inv |
| Vanguard Target Retirement 2065 Fund – Inv |
| PIMCO International Bond US-H |
| Other Receivables Other Receivables |
| Stock Purchase Account |
| balances, maturing through 2030 |
Investment model portfolios
We provide two types of investment model portfolios for FREQUENCY ELECTRONICS, INC. 401(k) SAVINGS 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 FREQUENCY ELECTRONICS, INC. 401(k) SAVINGS PLAN