Investment options of HAMILTON PARTNERS INC. 401K PROFIT SHARING PLAN
Total Available Funds: 33
| Investment Description |
|---|
| FIDELITY INVESTMENTS FIDELITY MANAGED INCOME PORTFOLIO |
| FIDELITY INVESTMENTS BROKERAGELINK - MUTUAL FUNDS, STOCKS, AND MONEY MARKET FUND |
| FIDELITY INVESTMENTS FIDELITY FUND PORTFOLIO K |
| FIDELITY INVESTMENTS FIDELITY CONTRAFUND PORTFOLIO K6 |
| FIDELITY INVESTMENTS FIDELITY SMALL CAP DISCOVERY FUND |
| FIDELITY INVESTMENTS FIDELITY SMALL CAP INDEX |
| FIDELITY INVESTMENTS FIDELITY DIVERSIFIED INTERNATIONAL PORTFOLIO K6 |
| FIDELITY INVESTMENTS FIDELITY MID CAP STOCK PORTFOLIO K6 |
| FIDELITY INVESTMENTS FIDELITY MID CAP INDEX |
| FIDELITY INVESTMENTS FIDELITY INTERNATIONAL INDEX |
| FIDELITY INVESTMENTS FIDELITY 500 INDEX |
| FIDELITY INVESTMENTS FIDELITY LOW PRICE STOCK K6 |
| FIDELITY INVESTMENTS FIDELITY GOVERNMENT INCOME |
| FIDELITY INVESTMENTS FIDELITY PURITAN PORTFOLIO K |
| FIDELITY INVESTMENTS FIDELITY RETIREMENT MONEY MARKET |
| PIMCO PIMCO TOTAL RETURN ADMIN |
| PIMCO PIMCO REAL RETURN ADMIN |
| OAKMARK OAKMARK EQUITY & INCOME IS |
| NEUBERGER BERMAN NEUBERGER BERMAN GENESIS TRUST INSTITUTIONAL CLASS |
| BROWN FUNDS BROWN CAPITAL MANAGEMENT SMALL COMPANY INST |
| AMERICAN CENTURY INVESTMENTS AMERICAN CENTURY EQUITY INCOME R6 |
| CARILON EAGLE CARLION EAGLE MID CAP GROWTH FUND R6 |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2005 FUND ADVISOR CLASS |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2010 FUND ADVISOR CLASS |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2020 FUND ADVISOR CLASS |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2025 FUND ADVISOR CLASS |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2030 FUND ADVISOR CLASS |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2035 FUND ADVISOR CLASS |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2040 FUND ADVISOR CLASS |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2045 FUND ADVISOR CLASS |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2050 FUND ADVISOR CLASS |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2055 FUND ADVISOR CLASS |
| THE LANDON COMPANY TOUCHSTONE LARGE CAP FUND I |
Investment model portfolios
We provide two types of investment model portfolios for HAMILTON PARTNERS INC. 401K PROFIT SHARING 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 HAMILTON PARTNERS INC. 401K PROFIT SHARING PLAN