Investment options of HATTERAS PRESS INC. 401K RETIREMENT PLAN and TRUST
Total Available Funds: 30
| Investment Option List |
|---|
| Calamos Calamos Growth and Income Fund Class I (CGIIX) |
| First Eagle First Eagle Global Fund Class R6 (SGIIX) |
| Fidelity Freedom 2010 Fund Class K6 (FOTKX) |
| Fidelity Freedom 2015 Fund Class K6 (FPTKX) |
| Fidelity Freedom 2020 Fund Class K6 (FATKX) |
| Fidelity Freedom 2025 Fund Class K6 (FDTKX) |
| Fidelity Freedom 2030 Fund Class K6 (FGTKX) |
| Fidelity Freedom 2035 Fund Class K6 (FWTKX) |
| Fidelity Freedom 2040 Fund Class K6 (FHTKX) |
| Fidelity Freedom 2045 Fund Class K6 (FJTKX) |
| Fidelity Freedom 2050 Fund Class K6 (FZTKX) |
| Fidelity Freedom 2055 Fund Class K6 (FCTKX) |
| Fidelity Freedom 2060 Fund Class K6 (FVTKX) |
| Fidelity Freedom 2065 Fund Class K6 (FFSZX) |
| Fidelity Freedom Income Fund Class K6 (FYTKX) |
| Fidelity Fidelity |
| Fidelity International (FDIVX) |
| Fidelity Mid Cap (FIIMX) |
| Fidelity Small Cap (FSISX) |
| Fidelity U.S. Bond (FSHBX) |
| Goldman Sachs Mid Cap Value Fund Institutional (GSMCX) |
| John Hancock Balanced Fund Class I (JABMX) |
| JPMorgan Core Bond Fund Class R6 (JCBUX) |
| JPMorgan U.S. Value Fund Class R6 |
| PIMCO Income Fund Institutional Class (PFIIX) |
| Touchstone Touchstone Small Company Fund Class Y (MXAIX) |
| Vanguard Dividend Appreciation Index Fund Admiral (VDAIX) |
| Vanguard Growth Index Fund Admiral Shares (VIGAX) |
| Vanguard Information Technology (VITAX) |
| participants |
Investment model portfolios
We provide two types of investment model portfolios for HATTERAS PRESS INC. 401K RETIREMENT PLAN and TRUST 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 HATTERAS PRESS INC. 401K RETIREMENT PLAN and TRUST