Jones Lang Lasalle Savings And Retirement Plan Investment Model Portfolios

Investment options of Jones Lang Lasalle Savings And Retirement Plan

Total Available Funds: 24

Asset Class

Ticker

Description

US EQUITY
LARGE GROWTH	VFTSX	Vanguard FTSE Social Index Inv
MID-CAP BLEND	FLPKX	Fidelity Low-Priced Stock K
SMALL BLEND	PENNX	Royce Pennsylvania Mutual Invmt
LARGE VALUE	FEIKX	Fidelity Equity-Income K
LARGE GROWTH	FGCKX	Fidelity Growth Company K
LARGE GROWTH	FCNTX	Fidelity Contrafund
LARGE GROWTH	PRGFX	T. Rowe Price Growth Stock
MID-CAP BLEND	FSEVX	Fidelity Spartan Extnd Mkt Idx Advtg

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Total Return Instl

Others
Technology	FSPTX	Fidelity Select Technology
Utilities	FSUTX	Fidelity Select Utilities Portfolio
Target Date 2041-2045	FFKGX	Fidelity Freedom K 2045
Natural Resources	FNARX	Fidelity Select Natural Resources
Health	FSPHX	Fidelity Select Health Care
ROOT	-	FID US EQ INDX
Industrials	FCYIX	Fidelity Select Industrials
ROOT	FRTXX	Fidelity Money Market Trust: Retirement Money Market Portfolio
Moderate Allocation	OAKBX	Oakmark Equity & Income I
Target Date 2000-2010	FFKBX	Fidelity Freedom K 2000
Financial	FIDSX	Fidelity Select Financial Services

INTERNATIONAL EQUITY
Foreign Large Blend	VTSNX	Vanguard Total Intl Stock Index Instl
Foreign Large Blend	FDIKX	Fidelity Diversified International K
Foreign Small/Mid Value	TFSCX	Templeton Instl Foreign Smaller Co Ser A

REAL ESTATE
REAL ESTATE	VGRSX	Vanguard REIT Index Signal

Investment model portfolios

We provide two types of investment model portfolios for Jones Lang Lasalle Savings And Retirement 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.

Customize a model portfolio now

Retirement Plan (401(k)) Info for Jones Lang Lasalle Savings And Retirement Plan

JONES LANG LASALLE SAVINGS AND RETIREMENT PLAN

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