Investment options of JACKSON KELLY PLLC 401K PS PLAN TRUST
Total Available Funds: 30
| Investment Description |
|---|
| MUTUAL FUND PGI BLUE CHIP EQ I |
| MUTUAL FUND CBA SM CAP GR I |
| MUTUAL FUND PIM TOTAL RT INST |
| MUTUAL FUND TRP SPECTRUM INCOME |
| MUTUAL FUND PIF REAL EST SEC R6 |
| MUTUAL FUND INVS DEVELOP MKT Y |
| MUTUAL FUND COL SM CAP VAL II I |
| MUTUAL FUND PIM ALL ASSET INST |
| MUTUAL FUND PIM COM REAL RET I |
| MUTUAL FUND ABF LG CAP VAL R5 |
| MUTUAL FUND MFS MID CAP VALUE R6 |
| MUTUAL FUND MM MID CAP GRTH I |
| MUTUAL FUND FID ASSET MGR 60% |
| MUTUAL FUND FID US BOND IDX |
| MUTUAL FUND FID 500 INDEX |
| MUTUAL FUND FID INTL INDEX |
| MUTUAL FUND FID EXTD MKT IDX |
| MUTUAL FUND FID INFL PR BD IDX |
| MUTUAL FUND FID DIVERSFD INTL K6 |
| MONEY MARKET FUNDS FID GOVT MMKT |
| COMMON/COLLECTIVE TRUST JPMCB SR PB INC CF |
| COMMON/COLLECTIVE TRUST JPMCB SR PB 2020 CF |
| COMMON/COLLECTIVE TRUST JPMCB SR PB 2025 CF |
| COMMON/COLLECTIVE TRUST JPMCB SR PB 2030 CF |
| COMMON/COLLECTIVE TRUST JPMCB SR PB 2035 CF |
| COMMON/COLLECTIVE TRUST JPMCB SR PB 2040 CF |
| COMMON/COLLECTIVE TRUST JPMCB SR PB 2045 CF |
| COMMON/COLLECTIVE TRUST JPMCB SR PB 2050 CF |
| COMMON/COLLECTIVE TRUST JPMCB SR PB 2055 CF |
| COMMON/COLLECTIVE TRUST FIDELITY MANAGED INCOME PORTFOLIO |
Investment model portfolios
We provide two types of investment model portfolios for JACKSON KELLY PLLC 401K PS PLAN TRUST 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 JACKSON KELLY PLLC 401K PS PLAN TRUST