Investment options of JKJ SAVINGS PLAN
Total Available Funds: 26
| Investment Option List |
|---|
| 1D0210A 29,007.28 |
| 1D0211A 43,494.27 |
| 1D0212A 29.01 |
| 1D0213A 172,772.53 |
| 1D0213S 194,865.45 |
| 1RNWGX 1,191,154.72 |
| 1COSSX 747,559.68 |
| 1MDITX 994,728.92 |
| 1MINHX 1,823,533.51 |
| 1D0268A 1,327,734.77 |
| 1VRREX 230,221.00 |
| 1ANODX 1,223,024.98 |
| 1VSMAX 346,343.17 |
| 1D0271A 1,150,913.71 |
| 1OTCKX 1,537,934.62 |
| 1VEVIX 1,562,101.86 |
| 1D0264A 303,158.47 |
| 1JLVMX 3,107,987.34 |
| 1D0127A 2,294,701.92 |
| 1D0152A 2,185,807.50 |
| 1PRRIX 211,731.69 |
| 1PHYZX 242,157.24 |
| 1PDBZX 2,295,077.32 |
| 1D0252A 384,620.94 |
| 1D2645A 2,041,194.47 |
| FORFEITURES 5,015.64 |
Investment model portfolios
We provide two types of investment model portfolios for JKJ SAVINGS 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 JKJ SAVINGS PLAN