Investment options of IVENTURE SOLUTIONS, INC. 401K P/S PLAN
Total Available Funds: 48
| Investment Description |
|---|
| BLKRK HLTH SCI OPP K |
| BUFFALO DISCOVERY |
| DFA GLOB REAL ESTATE |
| DFA INF PRT SEC PORT |
| DFA INTL SM CAP VAL |
| DFA INVT GRD PORT IS |
| DFA ITM GVT FXINC I |
| DFA LARGE CAP INTL I |
| DFA US LARGE COMPANY |
| DFA US VECTOR EQ I |
| FID CONTRAFUND |
| FIRST EAGLE GOLD I |
| J H TRITON N |
| JPM EMRG MKTS EQ R6 |
| JPM SM CAP EQUITY I |
| LOOMIS GLOBAL BOND N |
| PGIM J NAT RSRCS Z |
| PIF REAL EST SEC IS |
| PIM RAE PLUS SM I |
| TCW TOTAL RTN BOND I |
| VANG 500 INDEX ADM |
| VANG CSM DSC IDX ADM |
| VANG CSM STP IDX ADM |
| VANG EM STK IDX ADM |
| VANG EQUITY INC ADM |
| VANG GROWTH IDX ADM |
| VANG GRTH & INC ADM |
| VANG HI YLD CORP ADM |
| VANG INFO TEC IDX AD |
| VANG INTL GROWTH ADM |
| VANG INTM BD IDX ADM |
| VANG LIFEST GROWTH |
| VANG MDCPGR IDX ADM |
| VANG MIDCAP IDX ADM |
| VANG SM CAP IDX ADM |
| VANG SMCPVL IDX ADM |
| VANG TARGET RET 2025 |
| VANG TARGET RET 2035 |
| VANG TARGET RET 2040 |
| VANG TARGET RET 2045 |
| VANG TARGET RET 2050 |
| VANG TARGET RET 2055 |
| VANG TARGET RET 2060 |
| VANG TARGET RET 2065 |
| VANG TOT STK MKT ADM |
| VANG US GROWTH ADM |
| VICTORY RS GLBL Y |
| VRTS K MD-CAP GR R6 |
Investment model portfolios
We provide two types of investment model portfolios for IVENTURE SOLUTIONS, INC. 401K P/S 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 IVENTURE SOLUTIONS, INC. 401K P/S PLAN