Investment options of JAX INC 401(K) PROFIT SHARING PLAN AND TRUST
Total Available Funds: 26
| Investment Description |
|---|
| LORD ABBETT FUNDS LORD ABBETT DEVELOPING GROWTH R6 |
| STATE STREET GLOBAL ADVISORS SPDR PORTFOLIO DEVELOPED WLD EX US ETF |
| STATE STREET GLOBAL ADVISORS SPDR PORTFOLIO EMERGING MARKETS ETF |
| STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2025 K |
| STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2030 K |
| STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2035 K |
| STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2040 K |
| STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2045 K |
| STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2050 K |
| STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2055 K |
| STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2060 K |
| STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT K |
| VANGUARD VANGUARD BALANCED INDEX ADM |
| VANGUARD VANGUARD GROWTH INDEX ADM |
| VANGUARD VANGUARD HIGH YIELD CORPORATE ADM |
| VANGUARD VANGUARD INTERMEDIATE TERM BOND ETF |
| VANGUARD VANGUARD MATERIALS INDEX ADM |
| VANGUARD VANGUARD MID CAP VALUE ETF |
| VANGUARD VANGUARD SMALL CAP INDEX ADM |
| VANGUARD VANGUARD SMALL CAP VALUE INDEX ADM |
| FIDELITY FIDELITY MSCI REAL ESTATE ETF |
| ISHARES ISHARES S&P 500 INDEX K |
| ISHARES ISHARES IBOXX $ INVEST GRADE CORP BND ET |
| 99EN0CDF4 GROWSTRONG MANAGED RISK GROWTH |
| 99EN0CDG2 GROWSTRONG MANAGED RISK MODERATE |
| 99EN0CDI8 GROWSTRONG MANAGED RISK MODERATE GROWTH |
Investment model portfolios
We provide two types of investment model portfolios for JAX INC 401(K) PROFIT SHARING PLAN AND 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 JAX INC 401(K) PROFIT SHARING PLAN AND TRUST