Investment options of JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II
Total Available Funds: 31
| Investment Option List |
|---|
| VANGUARD FED MONEY MARKET FUND (VMFXX) |
| AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA – R6 (FAOOX) |
| AMERICAN FUNDS SMALL CAP WORLD – R6 (HVSBX) |
| AMERICAN FUNDS EUROPACIFIC GROWTH – R6 (FEPUX) |
| FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND (FIHAX) |
| FIDELITY 500 INDEX FUND (FXAIX) |
| AMERICAN FUNDS THE GROWTH FUND OF AMERICA – R6 (FAFGX) |
| AMERICAN FUNDS THE INCOME FUND OF AMERICA – R6 (FFIFX) |
| METROPOLITAN WEST TOTAL RETURN BOND I (MWTIX) |
| VANGUARD EQUITY INCOME ADMIRAL (VEIPX) |
| VANGUARD GNMA FUND ADMIRAL SHARES (VFIJX) |
| VANGUARD MID-CAP INDEX FUND INSTITUTIONAL SHARES (VMCIX) |
| VANGUARD PRIMECAP FUND ADMIRAL SHARES (VPMAX) |
| VANGUARD REAL ESTATE INDEX FUND INSTITUTIONAL SHARES (VGXRX) |
| VANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL SHARES (VSCIX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2020 (VTWNX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2025 (VTTVX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2030 (VTHRX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2035 (VTTHX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2040 (VFORX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2045 (VTIVX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2050 (VFIFX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2055 (VFFVX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2060 (VTTSX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2065 (VSXFX) |
| VANGUARD TARGET RETIREMENT INCOME (VTINX) |
| VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SHARES (VBTIX) |
| VANGUARD U. S. GROWTH FUND ADMIRAL SHARES (VWUAX) |
| VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) |
| CHARLES SCHWAB TRUST BANK PERSONAL CHOICE RETIREMENT |
| PROVIDENT TRUST GROUP SELF-DIRECTED BROKERAGE |
Investment model portfolios
We provide two types of investment model portfolios for JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II 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 WALKER LLP QUALIFIED RETIREMENT PLAN II