Investment options of KINAXIS CORP. 401(K) PLAN
Total Available Funds: 43
| Investment Description |
|---|
| State Street Target Retirement Income SL CL IV |
| State Street Target Retirement 2020 SL CL IV |
| State Street Target Retirement 2025 SL CL IV |
| State Street Target Retirement 2030 SL CL IV |
| State Street Target Retirement 2035 SL CL IV |
| State Street Target Retirement 2040 SL CL IV |
| State Street Target Retirement 2045 SL CL IV |
| State Street Target Retirement 2050 SL CL IV |
| State Street Target Retirement 2055 SL CL IV |
| State Street Target Retirement 2060 SL CL IV |
| State Street Target Retirement 2065 SL CL IV |
| State Street International Stock |
| State Street US Small/Mid Cap Stock |
| State Street S&P |
| State Street US Bond |
| BlackRock Strategic Completion NL M |
| Mercer International Stock |
| Mercer Small Mid/Cap Stock Fund |
| Mercer Diversified Bond |
| BlackRock Multi-Asset Income Portfolio |
| Rates from 4.25% to 9.50% – |
| 1BKMIX 438,083.08 |
| 1BRSCNM 444,040.57 |
| 1SSTRIV 48,955.80 |
| 1SSTC20 688,986.59 |
| 1SSTC25 2,759,969.25 |
| 1SSTC30 3,121,257.11 |
| 1SSTC45 1,729,168.67 |
| 1SSTC50 1,491,424.18 |
| 1SSTC55 1,190,617.33 |
| 1SSTC60 815,016.00 |
| 1SSTC65 417,986.04 |
| 1SSTC35 3,327,815.01 |
| 1SSTC40 2,606,794.20 |
| 1MERINS 952,070.17 |
| 1MERSSE 699,904.65 |
| 1MERSMD 732,398.12 |
| 1MERSSR 947,584.21 |
| 1MERSS5 4,450,572.77 |
| 1MERDBD 482,531.37 |
| 1MERSSB 513,535.67 |
| 1IVSVB1 299,146.89 |
| FORFEITURES 43,516.86 |
Investment model portfolios
We provide two types of investment model portfolios for KINAXIS CORP. 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 KINAXIS CORP. 401(K) PLAN