Investment options of GREYSTAR 401(K) PLAN
Total Available Funds: 77
| Investment Description |
|---|
| BlackRock Funds iShares S&P 500 Index Institutional Fund |
| Lord Abbett GM Lord Abbett Short Duration Income Fund |
| Investments GM Columbia Select Large Cap Value Fund |
| Nuveen Securities, LLC GM Nuveen Winslow Large-Cap Growth ESG Fund |
| Nuveen Securities, LLC Nuveen Winslow Large-Cap Growth ESG Fund |
| Fidelity Investments GM Fidelity Advisor® Value Strategies Fund |
| Loomis Sayles GM Loomis Sayles Core Plus Bond Fund |
| Loomis Sayles GM Loomis Sayles Global Allocation Fund |
| Janus Henderson Investors GM Janus Henderson Global Equity Income Fund |
| Jennison Associates GM PGIM Jennison Mid-Cap Growth Fund |
| Morningstar GM MFS International Growth Fund |
| Oppenheimer Funds Invesco Small Cap Value Fund |
| Goldman Sachs International Equity ESG Fund |
| Fidelity Investments Fidelity Advisor® Value Strategies Fund |
| Oppenheimer Funds GM Invesco Oppenheimer Small Cap Value Fund |
| American Century Investments GM American Century Short Duration Inflation Protection Fund |
| Matthews Asia GM Matthews Emerging Markets Small Company Fund |
| PIMCO GM PIMCO Commodity Real Return Strategy Fund |
| Janus Henderson Investors Janus Henderson Global Technology and Innovation Fund |
| Loomis Sayles Loomis Sayles Core Plus Bond Fund |
| Investments Columbia Select Large Cap Value Fund |
| Investments Columbia Contrarian Core Fund |
| Jennison Associates PGIM Jennison Mid-Cap Growth Fund |
| American Funds New Perspective Fund |
| Pioneer Investments GM Pioneer Strategic Income Fund |
| Allspring Global Investments GM Allspring Small Company Growth Fund |
| Allspring Global Investments Allspring Small Company Growth Fund |
| Morningstar MFS International Growth Fund |
| Loomis Sayles Loomis Sayles Global Allocation Fund |
| Investments Columbia MidCap |
| Vanguard Growth Index Admiral Fund |
| Investments Columbia Small-Cap |
| BlackRock Funds BlackRock High Yield Bond Fund |
| BlackRock Funds iShares MSCI EAFE International |
| Investments Columbia Balanced Fund |
| Matthews Asia Matthews Emerging Markets Small Company Fund |
| Vanguard Balanced Index Admiral Fund |
| Lord Abbett Short Duration Income Fund |
| Pioneer Investments Pioneer Strategic Income Fund |
| Oppenheimer Funds Invesco EQV International Small Company Fund |
| Vanguard Value Index Admiral Fund |
| Janus Henderson Investors Janus Henderson Global Equity Income Fund |
| Managers Eaton Vance Floating Rate & High Income Fund |
| Vanguard Mid Cap Growth Index Admiral Fund |
| PIMCO Commodity Real Return Strategy Fund |
| Macquarie Asset Management Macquarie Extended Duration Bond A |
| Oppenheimer Funds Invesco International Small-Mid Company Fund |
| Fidelity Investments Fidelity US Bond |
| Vanguard Mid Cap Value Index Admiral Fund |
| BlackRock Funds BlackRock Inflation Protected Bond Fund |
| Vanguard Small Cap Growth Index Admiral Fund |
| American Century Investments American Century Short Duration Inflation Protection Fund |
| Morningstar MFS Emerging Markets Debt Fund |
| Vanguard Small Cap Value Index Admiral Fund |
| Vanguard Emerging Markets Stock Index Admiral Fund |
| Vanguard Short Term Bond Index Admiral Fund |
| Vanguard FTSE All World exUS Small Cap |
| Vanguard Short Term Inflation Protection Index Admiral Fund |
| Company of America Empower Investments Fixed Account |
| dates through July 2054 |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| Loomis Sayles |
| Lord Abbett |
| Macquarie |
| Eaton Vance |
| Columbia |
| American Century |
| BlackRock |
| Goldman Sachs |
| American Funds |
| Fidelity |
| Matthews |
| Vanguard |
| Allspring |
| Participant's Loan Account |
| Ascensus Trust Company |
Investment model portfolios
We provide two types of investment model portfolios for GREYSTAR 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 GREYSTAR 401(K) PLAN