Investment options of GENOMATICA, INC. 401(K) PLAN
Total Available Funds: 64
| Investment Description |
|---|
| Vanguard 500 Index Adm Registered Investment Company |
| Vanguard Target Retirement 2050 Fund Registered Investment Company |
| Vanguard Target Retirement 2045 Fund Registered Investment Company |
| Nationwide Inv Destinations Mod Agr R6 Registered Investment Company |
| Vanguard Target Retirement 2055 Fund Registered Investment Company |
| Vanguard Target Retirement 2060 Fund Registered Investment Company |
| Vanguard Target Retirement 2030 Fund Registered Investment Company |
| Vanguard Target Retirement 2065 Fund Registered Investment Company |
| Vanguard Dividend Growth Inv Registered Investment Company |
| Vanguard Target Retirement 2040 Fund Registered Investment Company |
| Vanguard Target Retirement 2035 Fund Registered Investment Company |
| Vanguard Target Retirement 2025 Fund Registered Investment Company |
| Macquarie Science And Technology R6 Registered Investment Company |
| BlackRock Health Sciences Opp Port Instl Registered Investment Company |
| Nationwide BNY Mellon Dyn US Core R6 Registered Investment Company |
| Vanguard Mid-Cap Growth Index Adm Registered Investment Company |
| Vanguard Equity Income Adm Registered Investment Company |
| Vanguard Small-Cap Growth Index Adm Registered Investment Company |
| PGIM Jennison Small Company R6 Registered Investment Company |
| DFA U.S. Small Cap Portfolio I Registered Investment Company |
| Nationwide S&P 500 Index R6 Registered Investment Company |
| Nationwide Inv Dest Mod R6 Registered Investment Company |
| Goldman Sachs Mid Cap Value R6 Registered Investment Company |
| American Funds SMALLCAP World R6 Registered Investment Company |
| Nationwide Internl Index Fund R6 Registered Investment Company |
| Vanguard Target Retirement 2020 Fund Registered Investment Company |
| PGIM High Yield R6 Registered Investment Company |
| Nationwide Mid Cap Mkts Index R6 Registered Investment Company |
| Vanguard International Growth Adm Registered Investment Company |
| Vanguard Communications Services Adm Registered Investment Company |
| Invesco Intl Small-Mid Company Y Registered Investment Company |
| PGIM Short-Term Corp Bond R6 Registered Investment Company |
| Vanguard International Core Stock Adm Registered Investment Company |
| Goldman Sachs Short Dur Govt R6 Registered Investment Company |
| Vanguard Mid Cap Index Adm Registered Investment Company |
| Goldman Sachs Sm Cap Val Insights R6 Registered Investment Company |
| Vanguard Target Retirement Income Fund Registered Investment Company |
| Matthews China Fund Registered Investment Company |
| Goldman Sachs Inflation Prot Sec R6 Registered Investment Company |
| JPMorgan Mortgage Backed Sec R6 Registered Investment Company |
| Vanguard European Stock Index Adm Registered Investment Company |
| Allspring Precious Metals Instl Registered Investment Company |
| Vanguard Pacific Stock Index Adm Registered Investment Company |
| DFA International Value Portfolio I Registered Investment Company |
| Vanguard Short-Term Treasury Idx ETF Registered Investment Company |
| Vanguard Short-Term Treasury Adm Registered Investment Company |
| Loomis Sayles Global Bond Fund N Registered Investment Company |
| PGIM Jennison Natural Resources R6 Registered Investment Company |
| Vanguard Long-Term Treasury Adm Registered Investment Company |
| Vanguard Target Retirement 2070 Fund Registered Investment Company |
| PIMCO Short Term Instl Registered Investment Company |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| American Funds |
| BlackRock |
| Vanguard |
| Goldman Sachs |
| JP Morgan |
| Loomis Sayles |
| Nationwide |
| Allspring |
| Macquarie |
| Matthews |
| Participant's Loan Account |
Investment model portfolios
We provide two types of investment model portfolios for GENOMATICA, 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 GENOMATICA, INC. 401(K) PLAN