Investment options of INMOTION HOSTING INC. 401(K) PLAN
Total Available Funds: 37
| Investment Option List |
|---|
| Baird Baird Core Plus Bond Inst (BCOIX) |
| Dodge & Cox Dodge & Cox Stock Fund (DODFX) |
| JPMorgan Large Cap Growth R6 (SEEGX) |
| JPMorgan Mid Cap Growth R6 (HLGEX) |
| MFS Core Equity R6 (MRGJX) |
| Vanguard Small-Cap Index Inv (VISVX) |
| PGIM Investments PGIM High Yield R6 (PHYEX) |
| American Funds American Balanced R6 (GBLAX) |
| American Funds New Perspective R6 (FFPNX) |
| American Funds New World R6 (HVWBX) |
| Vanguard Equity Income Inv (VEIPX) |
| Vanguard Explorer Adm (VAARX) |
| Vanguard Target Retirement 2055 Inv (VTOVX) |
| Vanguard Target Retirement 2050 Inv (VTOVX) |
| Vanguard 500 Index Inv (VFINX) |
| Vanguard Target Retirement 2040 Inv (VTOVX) |
| Vanguard Mid-Cap Index Inv (VIMSX) |
| Vanguard Small-Cap Value Index Inv (VISVX) |
| Vanguard Target Retirement 2065 Inv (VSXFX) |
| Vanguard Mid-Cap Value Index Inv (VMVIX) |
| Vanguard Target Retirement 2070 Inv (VTOVX) |
| Vanguard Target Retirement 2030 Inv (VTOVX) |
| Vanguard Target Retirement Income Inv (VTINX) |
| Vanguard Target Retirement 2045 Inv (VTIVX) |
| Vanguard Target Retirement 2035 Inv (VTTHX) |
| Vanguard Target Retirement 2060 Inv (VTOVX) |
| Vanguard Target Retirement 2025 Inv (VTOVX) |
| Vanguard Target Retirement 2020 Inv (VTOVX) |
| Vanguard International Growth Adm (VWILX) |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| Vanguard (VFISX) |
| MetLife GAC-25053 Class |
| American Funds (CMFCX) |
| Cohen & Steers (CSUIX) |
| JP Morgan |
| Participant's Loan Account |
Investment model portfolios
We provide two types of investment model portfolios for INMOTION HOSTING INC. 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 INMOTION HOSTING INC. 401(K) PLAN