Investment options of HARMONIC INC. 401K PLAN
Total Available Funds: 34
| Investment Description |
|---|
| AMERICAN CENTURY GOVT BOND INV $ – |
| BLACKROCK GLOBAL ALLOCATION I – |
| COLUMBIA SELECT MIDCAPVAL INST – |
| DFA U.S. TARGETED VALUE CL I – |
| DODGE & COX STOCK FUND – |
| HARBOR CAPITAL APPRECIATION – |
| LORD ABBETT DEVELOPING GRTH I – |
| NEUBERGER & BERMAN GENESIS – |
| PIMCO ALL ASSET INSTL – |
| T ROWE PRICE LARGE CAP GRWTH I – |
| VANGUARD 500 INDEX ADMIRAL – |
| VANGUARD EXTENDED MKT INDX ADM – |
| VANGUARD INFLATION PROTECT ADM – |
| WILLIAM BLAIR INTL GROWTH FD – |
| GALLIARD RET INCOME FD CL 35 – |
| AMG TIMES SQ MIDCAP GRTH N |
| TEMPLETON INSTL INTL EQ PRIMAR |
| AMERICAN CENTURY GOVT BOND INV Registered Investment Company |
| AMG TIMES SQ MIDCAP GRTH N Registered Investment Company |
| BLACKROCK GLOBAL ALLOCATION I Registered Investment Company |
| COLUMBIA SEL MID CAP VAL FD S Registered Investment Company |
| DFA U.S. TARGETED VALUE CL I Registered Investment Company |
| DODGE & COX STOCK FUND Registered Investment Company |
| HARBOR CAPITAL APPRECIATION Registered Investment Company |
| LORD ABBETT DEVELOPING GRTH I Registered Investment Company |
| NEUBERGER & BERMAN GENESIS Registered Investment Company |
| PIMCO ALL ASSET INSTL Registered Investment Company |
| T ROWE PRICE LARGE CAP GRWTH I Registered Investment Company |
| TEMPLETON INSTL INTL EQ PRIMAR Registered Investment Company |
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company |
| VANGUARD EXTENDED MKT INDX ADM Registered Investment Company |
| VANGUARD INFLATION PROTECT ADM Registered Investment Company |
| WILLIAM BLAIR INTL GROWTH FD Registered Investment Company |
| LIMITED PARTNERSHIP Limited Partnership |
Investment model portfolios
We provide two types of investment model portfolios for HARMONIC INC. 401K 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 HARMONIC INC. 401K PLAN