Investment options of JACUZZI 401(K) PLAN
Total Available Funds: 40
| Investment Description |
|---|
| Pioneer Bond Fund Y |
| American Century Mid Cap Value Fund R6 |
| Putnam Equity Income Fund Y |
| Blackrock Russell 2000 Small Cap Index K |
| MFS Diversification Fund R6 |
| T. Rowe Price Integrated US Small Cap Growth |
| PIMCO Income Institutional Fund |
| MassMutual Select Mid Cap Growth I |
| Fidelity |
| Vanguard Mid Cap Index Admiral |
| Vanguard Growth Index Admiral |
| Hartford Core Equity R6 |
| American Funds Balanced Fund R6 |
| Cohen & Steers Instl realty shares |
| Fidelity Select health care svcs port |
| Empower Victory Fund Small Cap Value |
| Empower Capital Group Euro Pacific Growth |
| Empower J.P. Morgan Large Cap Growth |
| Empower Guaranteed Income Fund |
| 1MDIZX 4,523,459.64 |
| 1P0067A 5,282,567.92 |
| 1CSRIX 25,176.37 |
| 1FSHCX 6,844.30 |
| 1BDBKX 1,389,901.48 |
| 1TQAIX 1,774,257.09 |
| 1P0149A 1,607,408.39 |
| 1AMDVX 1,382,155.74 |
| 1MEFZX 1,753,771.78 |
| 1VIMAX 1,519,908.15 |
| 1FXAIX 4,719,196.21 |
| 1HAITX 1,107,596.81 |
| 1PEIYX 5,526,158.17 |
| 1VIGAX 526,175.91 |
| 1P0085A 3,830,619.87 |
| 1RLBGX 836,664.89 |
| 1PIMIX 2,817,798.23 |
| 1PICYX 3,781,490.63 |
| 1P0157A 2,465,804.93 |
| 1P1057A 11,085,132.88 |
| FORFEITURES 21,020.88 |
Investment model portfolios
We provide two types of investment model portfolios for JACUZZI 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 JACUZZI 401(K) PLAN