Investment options of INTEGRA BIOSCIENCES CORP 401(K) PLAN
Total Available Funds: 38
| Investment Description |
|---|
| American Funds Capital Inc Bldr 880 shares |
| American Funds Inc Fund of Amer 1 share |
| American Funds New Perspective 6,462 shares |
| American Funds New World 563 shares |
| DFA International Core Equity I 7,084 shares |
| DFA Investment Grade I 33,273 shares |
| Fidelity 500 Index 5,167 shares |
| Fidelity International Index 9,774 shares |
| Fidelity Mid Cap Index 4,710 shares |
| Fidelity Small Cap Index 6,130 shares |
| Franklin Income 5,951 shares |
| Janus Henderson Triton N 3,181 shares |
| PIMCO Global Bond Opps (USD Hedged) Instl 618 shares |
| PIMCO Income Instl 12,228 shares |
| T.Rowe Price Balanced I 1,986 shares |
| T.Rowe Price Capital Appreciation I 12,408 shares |
| T.Rowe Price Comm & Tech Investor 5,548shares |
| T.Rowe Price Diversified Mid Cap Gr I 2,672 shares |
| T.Rowe Price Equity Income I 14,328 shares |
| T.Rowe Price Global Technology I 21,621 shares |
| T.Rowe Price Growth Stock I 3,670 shares |
| T.Rowe Price Mid-Cap Value I 13,775 shares |
| T.Rowe Price Retirement 2015 I 5,968 shares |
| T.Rowe Price Retirement 2020 I 23,966 shares |
| T.Rowe Price Retirement 2025 I 94,671 shares |
| T.Rowe Price Retirement 2030 I 64,260 shares |
| T.Rowe Price Retirement 2035 I 49,573 shares |
| T.Rowe Price Retirement 2040 I 86,511 shares |
| T.Rowe Price Retirement 2045 I 75,024 shares |
| T.Rowe Price Retirement 2050 I 32,266 shares |
| T.Rowe Price Retirement 2055 I 79,528 shares |
| T.Rowe Price Retirement 2060 I 91,580 shares |
| T.Rowe Price Retirement 2065 I 132 shares |
| T.Rowe Price Spectrum Conserv Allocation I 4,325 shares |
| T.Rowe Price Spectrum Income I 515 shares |
| T.Rowe Price Spectrum Moderate Allocation I 222 shares |
| T.Rowe Price Spectrum Moderate Gr Allocation I 8,215 shares |
| T.Rowe Price Value I 2,194 shares |
Investment model portfolios
We provide two types of investment model portfolios for INTEGRA BIOSCIENCES CORP 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 INTEGRA BIOSCIENCES CORP 401(K) PLAN