Investment options of KW PROPERTY MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRU
Total Available Funds: 35
| Investment Description |
|---|
| BLACKROCK HIGH YIELD BOND - CLASS K |
| BLACKROCK LIFEPATH 2025 FUND - CLASS K |
| BLACKROCK LIFEPATH 2030 FUND - CLASS K |
| BLACKROCK LIFEPATH 2035 FUND - CLASS K |
| BLACKROCK LIFEPATH 2040 FUND - CLASS K |
| BLACKROCK LIFEPATH 2045 FUND - CLASS K |
| BLACKROCK LIFEPATH 2050 FUND - CLASS K |
| BLACKROCK LIFEPATH 2055 FUND - CLASS K |
| BLACKROCK LIFEPATH 2060 FUND - CLASS K |
| BLACKROCK LIFEPATH RETIREMENT FUND - CLASS K |
| CLEARBRIDGE INTERNATIONAL GROWTH FUND - CLASS R |
| DFA EMERGING MARKET CORE EQUITY - I |
| DFA GLOBAL REAL ESTATE SECURITIES FUND - I |
| DFA INFLATION PROTECTED SECURITIES INSTITUTIONAL |
| DFA INTERNATIONAL SMALLCAP VALUE INSTL FUND |
| DFA INTERNATIONAL VALUE PORTFOLIO FUND |
| DFA LARGECAP EEQUITY PORTFOLIO INSTITUTIONAL |
| DFA US MICROCAP PORTFOLIO INSTL FUND |
| DFA US SMALLCAP VALUE PORTFOLIO INSTITUTIONAL |
| DFA US TARGETED VALUE PORTFOLIO INSTL FUND |
| EATON VANCE EMERGING MARKETS DBT OPPS FUND - CLASS R6 |
| FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND - CLASS I |
| FRANKLIN UTILITIES FUND - CLASS R6 |
| GOLDMAN SACHS MANAGED FUTURES STRATEGY FUND INST CLASS |
| GS MANAGED FUTURES STRAT INST |
| ISHARES MSCI EAFE INTERNATIONAL INDEX FUND - CLASS K |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND - CLASS K |
| JPMORGAN GOVERNMENT BOND - CLASS R6 |
| MFS TECHNOLOGY FUND - R6 |
| PIMCO INTERNATIONAL BOND FUND (U. S. DOLLAR-HEDGED) CLASS I-2 |
| PIMCO INVESTMENT GRADE CREDIT BOND INSTL |
| PIMCO TOTAL RETURN FUND - INSTITUTIONAL |
| STATE STREET EQUITY 500 INDEX FUND - CLASS K |
| VANGUARD TREASURY MONEY MARKET |
| WASATCH ULTRA GROWTH FUND - INVESTOR CLASS |
Investment model portfolios
We provide two types of investment model portfolios for KW PROPERTY MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRU 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 KW PROPERTY MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRU