Investment options of KANEQUIP, INC. PROFIT SHARING PLAN AND TRUST
Total Available Funds: 37
| Investment Description |
|---|
| AMERITAS GUARANTEED ACCOUNT |
| T ROWE PRICE RETIREMENT 2010 |
| T ROWE PRICE RETIREMENT 2015 |
| T ROWE PRICE RETIREMENT 2020 |
| T ROWE PRICE RETIREMENT 2025 |
| T ROWE PRICE RETIREMENT 2030 |
| T ROWE PRICE RETIREMENT 2035 |
| T ROWE PRICE RETIREMENT 2040 |
| T ROWE PRICE RETIREMENT 2045 |
| T ROWE PRICE RETIREMENT 2050 |
| T ROWE PRICE RETIREMENT 2055 |
| T ROWE PRICE RETIREMENT 2060 |
| T. ROWE CAPITAL APPRECIATION |
| FIDELITY VIP MONEY MARKET |
| VANGUARD SHORT-TERM BOND INDEX ADM |
| VANGUARD BOND MARKET INDEX |
| MIDWEST TOTAL RETURN BOND |
| PIONEER STRATEGIC INCOME |
| VANGUARD HIGH YIELD CORP ADM |
| MFS VALUE |
| VANGUARD VALUE INDEX |
| VANGUARD 500 INDEX |
| AMERICAN FUNDS FUNDAMENTAL |
| VANGUARD GROWTH INDEX |
| T ROWE BLUE CHIP GROWTH |
| T ROWE PRICE MID CAP VALUE |
| VANGUARD MID CAP INDEX |
| T ROWE PRICE MID CAP GROWTH |
| VANGUARD SMALL CAP VALUE |
| AMERICAN CENTURY SMALL VALUE |
| VANGUARD SMALL CAP INDEX |
| JANUS HENDERSON TRITON |
| NEUBERGER BERMAN GENESIS |
| AMERICAN FUNDS NEW PERSPECTIVE |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX |
| AMERICAN FUNDS EUROPACIFIC |
| VANGUARD EMERGING MRKT INDEX |
Investment model portfolios
We provide two types of investment model portfolios for KANEQUIP, INC. 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 KANEQUIP, INC. PROFIT SHARING PLAN AND TRUST