Investment options of INFORMA USA INC. 401K PLAN
Total Available Funds: 37
| Investment Description |
|---|
| FIDELITY 500 INDEX MUTUAL FUND |
| JPM LG CAP GROWTH R6 MUTUAL FUND |
| FIDELITY FREEDOM 2035 K MUTUAL FUND |
| FIDELITY FREEDOM 2030 K MUTUAL FUND |
| FIDELITY FREEDOM 2040 K MUTUAL FUND |
| FIDELITY FREEDOM 2025 K MUTUAL FUND |
| FIDELITY FREEDOM 2045 K MUTUAL FUND |
| FIDELITY FREEDOM 2050 K MUTUAL FUND |
| PUTNAM STABLE VALUE COMMON COLLECTIVE TRUST |
| FIDELITY FREEDOM 2055 K MUTUAL FUND |
| MFS VALUE R6 MUTUAL FUND |
| BLKRK MIDCAP GRTH IS MUTUAL FUND |
| FIDELITY GOVT MMRK PRM MONEY MARKET FUND |
| FIDELITY TOTAL BOND K6 MUTUAL FUND |
| FIDELITY FREEDOM 2020 K MUTUAL FUND |
| FIDELITY INTL INDEX MUTUAL FUND |
| FIDELITY BALANCED K MUTUAL FUND |
| AF EUROPAC GROWTH R6 MUTUAL FUND |
| MFS MID CAP VALUE R6 MUTUAL FUND |
| J H TRITON N MUTUAL FUND |
| SELF-DIRECTED BROKERAGE FUNDS |
| FIDELITY US BOND IDX MUTUAL FUND |
| GS SM CAP VALUE R6 MUTUAL FUND |
| FIDELITY EXTD MKT IDX MUTUAL FUND |
| DLWR SM CAP CORE IS MUTUAL FUND |
| FIDELITY FREEDOM 2060 K MUTUAL FUND |
| FIDELITY FREEDOM 2015 K MUTUAL FUND |
| VANG INFL PROT ADM MUTUAL FUND |
| CALV US LG CP CRI I MUTUAL FUND |
| FIDELITY FREEDOM INC K MUTUAL FUND |
| INVS DEVELOP MKT R6 MUTUAL FUND |
| AF NEW PERSPECT R6 MUTUAL FUND |
| FIDELITY FREEDOM 2010 K MUTUAL FUND |
| AB GLOBAL BOND I MUTUAL FUND |
| FIDELITY FREEDOM 2005 K MUTUAL FUND |
| FIDELITY FREEDOM 2065 K MUTUAL FUND |
| FIDELITY INTL SM CAP OPP MUTUAL FUND |
Investment model portfolios
We provide two types of investment model portfolios for INFORMA USA 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 INFORMA USA INC. 401K PLAN