Investment options of HALCON CORPORATION RETIREMENT PLAN
Total Available Funds: 31
| Investment Description |
|---|
| PRINCIPAL LIFETIME 2040 ACCOUNT |
| PRINCIPAL LIFETIME 2035 ACCOUNT |
| PRINCIPAL LIFETIME 2025 ACCOUNT |
| PRINCIPAL LIFETIME 2030 ACCOUNT |
| PRINCIPAL LIFETIME 2050 ACCOUNT |
| PRINCIPAL LIFETIME 2045 ACCOUNT |
| PRINCIPAL LIFETIME 2055 ACCOUNT |
| PRINCIPAL SAM BALANCED SEPARATE ACCOUNT |
| PRINCIPAL GLOBAL INV - LG CAP S&P 500 INDEX SEP ACCT |
| PRINCIPAL GLOBAL INV - MIDCAP S&P 400 INDEX SEP ACCT |
| PRINCIPAL T. ROWE PRICE/BROWN ADVISORY LARGE CAP GROWTH I |
| PRINCIPAL GLOBAL INV - LIQUID ASSETS SEP ACCT |
| PRINCIPAL LIFETIME 2060 ACCOUNT |
| PRINCIPAL SAM CONSERVATIVE GROWTH SEPARATE ACCOUNT |
| PRINCIPAL ORIGIN ASSET MGMT LLP - PRINCIPAL INTERNATIONAL I SEP ACCT |
| PRINCIPAL SAM STRATEGIC GROWTH SEPARATE ACCOUNT |
| PRINCIPAL AB/BROWN/EMERALD SMALLCAP GROWTH I SEP ACCT |
| PRINCIPAL GLOBAL INV - MIDCAP GROWTH SEP ACCT |
| PRINCIPAL EDGE ASSET MGMT EQUITY INCOME SEP ACCT |
| PRINCIPAL LIFETIME 2015 ACCOUNT |
| PRINCIPAL GLOBAL INV - HIGH YIELD SEP ACCT |
| PRINCIPAL REAL ESTATE INV SECS SEP ACCT |
| PRINCIPAL GLOBAL INV - SMALLCAP S&P 600 INDEX SA |
| PRINCIPAL LIFETIME 2020 ACCOUNT |
| PRINCIPAL SAM FLEXIBLE INCOME SEPARATE ACCOUNT |
| PRINCIPAL SAM CONSERVATIVE BALANCED SEPARATE ACCOUNT |
| PRINCIPAL LIFETIME STRATEGIC INCOME SEP ACCT |
| PRINCIPAL LIFETIME 2065 ACCOUNT |
| PRINCIPAL LIFETIME 2010 ACCOUNT |
| PRINCIPAL LA CAPITAL MGMT/ VICTORY - PRINCIPAL MIDCAP VALUE I SEP ACCT |
| PRINCIPAL VAUGHAN NELSON/H&W SMALL CAP VAL II SEP ACCT |
Investment model portfolios
We provide two types of investment model portfolios for HALCON CORPORATION RETIREMENT 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 HALCON CORPORATION RETIREMENT PLAN