Investment options of HYLAN DATACOM & ELECTRICAL, LLC 401(K) PLAN
Total Available Funds: 67
| Investment Description |
|---|
| Alger Small Cap Focus Inst |
| American Funds 2010 Target Date – Class R4 |
| American Funds 2015 Target Date – Class R5 |
| American Funds 2020 Target Date – Class R6 |
| American Funds 2025 Target Date – Class R6 |
| American Funds 2030 Target Date – Class R6 |
| American Funds 2035 Target Date – Class R6 |
| American Funds 2040 Target Date – Class R6 |
| American Funds 2045 Target Date – Class R6 |
| American Funds 2050 Target Date – Class R6 |
| American Funds 2055 Target Date – Class R6 |
| American Funds 2060 Target Date – Class R6 |
| American Funds 2065 Target Date – Class R6 |
| American Funds Europacific Growth Fund – Class R6 |
| Col GLBL Tech Growth – I |
| EV Atlanta Capital Smid Cap R6 |
| FID 500 IND |
| Franklin Utilities R6 |
| Invesco Nasdaq 100 R6 |
| JPMorgan Gov Bond – R6 |
| JPMorgan Large Cap Growth R6 |
| Lord Abbett International Opportunities R6 |
| MassMutal High Yield I |
| Nuveen Int EQ Index R6 |
| Vanguard Financials Index ADM |
| Vanguard Healthcare Index ADM |
| Vanguard Industrials Index ADM |
| Vanguard Info Tech Index ADM |
| Vanguard International Value Fund |
| Vanguard Intl Growth ADM |
| Vanguard Materials Index Adm |
| Vanguard Midcap Growth Index ADM |
| Vanguard Mid-Cap Value Index Adm |
| Vanguard RL EST Index ADM |
| Vanguard Short Term Corp Bond Index ADM |
| Vanguard Small Cap Index |
| Notes Receivable from Participants 4.25%-9.50% |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| AMERICAN FUNDS EUROPAC GRO- R6 |
| AMERFUNDS 2025 TARG DATERET R6 |
| AMERFUNDS 2050 TARG DATERET R6 |
| JPMORGAN GOV BOND R6 |
| VANGUARD MID CAP VALUE IND ADM |
| ALGER SMALL CAP FOCUS FUND Y |
| VAN INTERNATIONAL VALUE – INV |
| VANGUARD MIDCAP GROWTH IDX ADM |
| FRANKLIN UTILITIES FUND – R6 |
| VANGUARD SMALL CAP INDEX ADMRL |
| AMERFUNDS 2060 TARG DATERET R6 |
| AMERFUNDS 2020 TARG DATERET R6 |
| AMERFUNDS 2040 TARG DATERET R6 |
| AMERFUNDS 2030 TARG DATERET R6 |
| LORD ABBETT INTL OPPS R6 |
| VANGUARD HEALTH CARE INDEX ADM |
| AMERFUNDS 2065 TARG DATERET R6 |
| AMERFUNDS 2045 TARG DATERET R6 |
| MASSMUTUAL HIGH YIELD I |
| AMERICAN FUNDS 2055 TARGET R6 |
| VAN SH TERM CORP BOND IDX ADM |
| AMERFUNDS 2015 TARG DATERET R6 |
| AMERFUNDS 2035 TARG DATERET R6 |
| VANGUARD INFO TECH IDX ADMIRAL |
| AMERFUNDS 2010 TARG DATERET R6 |
| VANGUARD INTL GRTH ADM |
| JPMORGAN LARGE CAP VALUE R6 |
| VANGUARD INDUSTRIALS INDX ADM |
Investment model portfolios
We provide two types of investment model portfolios for HYLAN DATACOM & ELECTRICAL, LLC 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 HYLAN DATACOM & ELECTRICAL, LLC 401(K) PLAN